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Discord Integration

Pulse Billing's Discord integration automatically assigns Discord roles to customers when they purchase your products. This allows you to create exclusive Discord communities where subscribers get automatic access to special channels, features, and content based on their subscription tier.

How It Works​

When a customer places an order:

  • Automatic Role Assignment: The system automatically assigns the appropriate Discord roles based on the product and pricing plan they purchased
  • Instant Access: Customers immediately gain access to exclusive Discord channels and features
  • Dynamic Updates: If customers upgrade, downgrade, or cancel their subscriptions, their Discord roles are automatically updated
  • Seamless Experience: No manual intervention required - everything happens automatically

To correctly set up your Discord integration, please complete these three steps:

  1. Create member-specific roles on your Discord server
  2. Connect Discord to Pulse Billing (and move the Pulse Billing Discord bot up)
  3. Assign Discord roles to your Pulse Billing tiers

Create member-specific roles on your Discord server​

Follow the steps below to create Discord roles you might need for your Pulse Billing tiers:

  1. Log in to Discord on the app or Desktop site. If you haven't already, create a server using Discord's guide to creating a server
  2. Click into the server you're linking to Pulse Billing, and click on the drop-down button next to your server name
  3. Click on Server Settings
  4. Click the Roles tab
  5. Click the Create role button to create a new role, or use the search tool to find the roles you want to link with your Pulse Billing tiers
  6. Give your role the desired permissions and access to channels within your server

Connect your Discord server to Pulse Billing​

Before you link Discord to your Pulse Billing page, make sure you have a Discord account, have created a Discord server, and have created roles you'd like to assign to your members.

Once your server and roles are ready, go through the steps below to link everything together:

  1. If you have not already connected to Discord in the Discord settings page, log in to your Pulse Billing page to do so
  2. Go to Settings from the left-hand navigation bar
  3. Open the Discord tab
  4. Click on the Add Discord Server button and log in to your Discord account via the pop-up window. Be sure to keep Manage Roles and Create Instant Invite checked in the authorization screen!
  5. Open your Discord server in another browser window and continue!

Configure the Pulse Billing Discord bot​

While logged in to your Discord server:

  1. Click on the server
  2. Click on the drop-down button next to the server name
  3. Click on the Server Settings menu item
  4. Click the Roles tab
  5. Drag the Pulse Billing Discord bot to the top of your roles list, above other roles. If you have other roles that you do not want the Pulse Billing Discord bot to manage, make sure that they sit above the bot

Important: Moving the Pulse Billing Discord bot above your other roles ensures that it can help assign roles to new paid members and remove roles from those who are no longer paying. Not putting the Pulse Billing Discord bot at the top of your roles list may prevent it from assigning roles, especially if it's below any roles you've linked to Pulse Billing tiers.

Assign Discord roles to product pricing plans​

Once you've connected your Discord server to Pulse Billing, you can assign specific Discord roles to each pricing plan in your products. This allows you to automatically grant different Discord permissions based on which subscription tier a customer purchases.

Access Discord Role Management​

  1. Go to your Pulse Billing dashboard
  2. Navigate to Products in the left-hand navigation
  3. Find the product you want to configure Discord roles for
  4. Click Edit Product on the product you want to modify
  5. In the product edit page, click the Discord Roles button

Configure Discord Roles for Pricing Plans​

The Discord Roles management pane will open, allowing you to:

  1. Select Discord Server: Choose which Discord server you want to assign roles from using the dropdown menu
  2. Assign Roles to Pricing Plans: For each pricing plan in your product:
    • Click on the role assignment field for that plan
    • Select one or more Discord roles from the dropdown
    • The selected roles will appear as removable tags
    • You can add multiple roles per pricing plan by selecting additional roles

Save Your Configuration​

  1. Review your role assignments to ensure they're correct
  2. Click the Save button to apply your Discord role configuration
  3. The roles will now be automatically assigned to customers when they purchase the corresponding pricing plan

Role Assignment Behavior​

  • New Subscriptions: When a customer subscribes to a pricing plan, they will automatically receive the assigned Discord roles
  • Cancellations: When a subscription is cancelled, the customer will lose access to the Discord roles associated with that plan

Note: Make sure the Discord roles you assign have the appropriate permissions and access to the channels you want subscribers to see.