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If you are creating an official Discord for a community or game, you will almost certainly want to implement a verification gate. Public Discords will have a large number of unknown users joining the server from potentially anywhere depending on how the invite link is distributed, especially if you have a vanity URL, and so implementing verification is important. While it is possible that a verification gate will not be necessary if the topic of the server is relatively unknown, for the sake of future-proofing your server it is still highly recommended.
Otherwise, you can also consider the following criteria to determine if you want to implement a verification gate or not.
If the answer to those questions is yes, you may want to consider implementing a verification gate. However, even if the answer to these questions is no, you should still consider at least setting your server verification level to Medium, as this will help deter raiders using brand new accounts to spam your server or its members DMs. If you do not need a verification gate, this choice is ultimately up to you. If you do want a verification gate, the choice of server verification level will be explained in the recommendation section.
This article generally focuses on automated methods of verification such as those that can be accomplished with a Discord bot, due to the reduction in human overhead and the increase in verification speed that comes from using a bot. However, if your server is about a sensitive topic or involves users sharing personal information, you may want to consider having moderators personally interview new members or ask them to write an introduction and then reviewing their answers before granting them access to the server. Because this process is very labor-intensive, the writing of the interview questions, the evaluation of the responses, and the implementation of the interview process may vary widely from server to server. You should carefully consider your server needs and resources before choosing this method of verification.
Some things to consider include:
If a user passes their interview, you can either assign them a “verified” role or remove the “unverified” role. The differences between implementing these roles is discussed later.
Roughly speaking, verification gates require users joining your server to take a specific action (either in a direct message, or in a specific channel in the server) before they are granted access to the rest of the server.
This form of verification involves sending the verification instructions and receiving the user response on the server itself. These gates can use one channel for both the verification instructions and user response, or they can require two channels.
In the two-channel system, one channel is used to perform the verification action (in which read message history is off), while the other simply contains instructions on the verification process (where read message history is enabled). In either case, a bot is generally used to process the user’s message and verify them (for example, a user could type !verify to verify themselves).
When using only a single channel, the channel description may contain the instructions, or a bot message is sent when a user joins the server that has the instructions. If using the channel description for instructions, you can avoid needing to keep read message history on. However, people may not be aware that they need to read the channel description for instructions.
For reaction-based verification, the user reading the contents of a channel and clicks on a reaction in order to complete the verification process. This is usually implemented as an extra set of instructions at the bottom of a server rules channel with a single reaction on the message for users to click.
Users may also receive a DM as soon as they join the server, almost always sent by a bot. The verification process is then completed in the direct messages with that bot. If using DM based verification, it is also useful to have a backup channel for people to manually initiate the DM verification if they weren’t able to receive direct messages when joining the server due to their privacy settings or Discord issues.
In any case, after unverified members perform the required action, a Discord bot can grant them access to the rest of the server, either by removing a role that is hiding the rest of the channels, or granting a role that provides access to the rest of the channels.
The first thing you need to figure out is whether you want to verify users by giving them an “Unverified” role upon joining the server and removing it after they verify, or to give them no roles upon joining the server and give them a “Verified” role after completing verification. A comparison of the differences between the two methods as applied to the verification methods above is shown below. Please note that this comparison does not account for verification methods not discussed in this article.
*Unless you are using the channel description for verification instructions rather than an automatic greeter message.
If you want to use the remove unverified role method, you will need a bot that can automatically assign a role to a user when they join.
Verification Actions
Once you decide whether you want to add or remove a role, you need to decide how you want that action to take place. Generally, this is done by typing a bot command in a channel, typing a bot command in a DM, or clicking on a reaction. The differences between these methods are shown below.
In order to use the command in channel method, you will need to instruct your users to remove the Unverified role or to add the Verified role to themselves.
Once you determine if you need a verification gate at all, there are a variety of options currently available to you (and Discord may even add native verification methods as well in the near future). From DMs to channel commands and removing roles to assigning roles, the way that you implement your verification gate is up to you. You may even discover or invent a verification method not listed in this article! There is no one right way to set up a verification gate. Ultimately, you will need to use your judgment as a community manager to make a determination on what verification gate to use and continuously evaluate its performance for weaknesses as well as assess opportunities for improvement.
Markdown is also supported in an embed. Here is an image to showcase an example of these properties:
Example image to showcase the elements of an embed
An important thing to note is that embeds also have their limitations, which are set by the API. Here are some of the most important ones you need to know:
An important thing to note is that embeds also have their limitations, which are set by the API. Here are some of the most important ones you need to know:
If you feel like experimenting even further you should take a look at the full list of limitations provided by Discord here.
It’s very important to keep in mind that when you are writing an embed, it should be in JSON format. Some bots even provide an embed visualizer within their dashboards. You can also use this embed visualizer tool which provides visualization for bot and webhook embeds.
Even though this comparison is important for better understanding of both bots and webhooks, it does not mean you should limit yourself to only picking one or the other. Sometimes, bots and webhooks work their best when working together. It’s not uncommon for bots to use webhooks for logging purposes or to distinguish notable messages with a custom avatar and name for that message. Both tools are essential for a server to function properly and make for a powerful combination.
*Unconfigurable filters, these will catch all instances of the trigger, regardless of whether they’re spammed or a single instance
**Gaius also offers an additional NSFW filter as well as standard image spam filtering
***YAGPDB offers link verification via google, anything flagged as unsafe can be removed
****Giselle combines Fast Messages and Repeated Text into one filter
Anti-Spam is integral to running a large private server, or a public server. Spam, by definition, is irrelevant or unsolicited messages. This covers a wide base of things on Discord, there are multiple types of spam a user can engage in. The common forms are listed in the table above. The most common forms of spam are also very typical of raids, those being Fast Messages and Repeated Text. The nature of spam can vary greatly but the vast majority of instances involve a user or users sending lots of messages with the same contents with the intent of disrupting your server.
There are subsets of this spam that many anti-spam filters will be able to catch. If any of the following: Mentions, Links, Invites, Emoji, and Newline Text are spammed repeatedly in one message or spammed repeatedly across several messages, they will provoke most Repeated Text and Fast Messages filters appropriately. Subset filters are still a good thing for your anti-spam filter to contain as you may wish to punish more or less harshly depending on the spam. Namely, Emoji and Links may warrant separate punishments. Spamming 10 links in a single message is inherently worse than having 10 emoji in a message.
Anti-spam will only act on these things contextually, usually in an X in Y fashion where if a user sends, for example, 10 links in 5 seconds, they will be punished to some degree. This could be 10 links in one message, or 1 link in 10 messages. In this respect, some anti-spam filters can act simultaneously as Fast Messages and Repeated Text filters.
Sometimes, spam may happen too quickly for a bot to catch up. There are rate limits in place to stop bots from harming servers that can prevent deletion of individual messages if those messages are being sent too quickly. This can often happen in raids. As such, Fast Messages filters should prevent offenders from sending messages; this can be done via a mute, kick or ban. If you want to protect your server from raids, please read on to the Anti-Raid section of this article.
Text Filters
Text filters allow you to control the types of words and/or links that people are allowed to put in your server. Different bots will provide various ways to filter these things, keeping your chat nice and clean.
*Defaults to banning ALL links
**YAGPDB offers link verification via google, anything flagged as unsafe can be removed
***Setting a catch-all filter with carl will prevent link-specific spam detection
A text filter is integral to a well moderated server. It’s strongly, strongly recommended you use a bot that can filter text based on a blacklist. A Banned words filter can catch links and invites provided http:// and https:// are added to the word blacklist (for all links) or specific full site URLs to block individual websites. In addition, discord.gg can be added to a blacklist to block ALL Discord invites.
A Banned Words filter is integral to running a public server, especially if it’s a Partnered, Community or Verified server, as this level of auto moderation is highly recommended for the server to adhere to the additional guidelines attached to it. Before configuring a filter, it’s a good idea to work out what is and isn’t ok to say in your server, regardless of context. For example, racial slurs are generally unacceptable in almost all servers, regardless of context. Banned word filters often won’t account for context, with an explicit blacklist. For this reason, it’s also important a robust filter also contains whitelisting options. For example, if you add the slur ‘nig’ to your filter and someone mentions the country ‘Nigeria’ they could get in trouble for using an otherwise acceptable word.
Filter immunity may also be important to your server, as there may be individuals who need to discuss the use of banned words, namely members of a moderation team. There may also be channels that allow the usage of otherwise banned words. For example, a serious channel dedicated to discussion of real world issues may require discussions about slurs or other demeaning language, in this exception channel based Immunity is integral to allowing those conversations.
Link filtering is important to servers where sharing links in ‘general’ chats isn’t allowed, or where there are specific channels for sharing such things. This can allow a server to remove links with an appropriate reprimand without treating a transgression with the same severity as they would a user sending a racial slur.
Whitelisting/Blacklisting and templates for links are also a good idea to have. While many servers will use catch-all filters to make sure links stay in specific channels, some links will always be malicious. As such, being able to filter specific links is a good feature, with preset filters (Like the google filter provided by YAGPDB) coming in very handy for protecting your user base without intricate setup however, it is recommended you do configure a custom filter to ensure specific slurs, words etc. that break the rules of your server, aren’t being said.
Invite filtering is equally important in large or public servers where users will attempt to raid, scam or otherwise assault your server with links with the intention of manipulating your user base to join or where unsolicited self-promotion is potentially fruitful. Filtering allows these invites to be recognized, and dealt with more harshly. Some bots may also allow by-server white/blacklisting allowing you to control which servers are ok to share invites to, and which aren’t. A good example of invite filtering usage would be something like a partners channel, where invites to other, closely linked, servers are shared. These servers should be added to an invite whitelist to prevent their deletion.
Anti-Raid
Raids, as defined earlier in this article, are mass-joins of users (often selfbots) with the intent of damaging your server. There are a few methods available to you in order for you to protect your community from this behavior. One method involves gating your server with verification appropriately, as discussed in DMA 301.You can also supplement or supplant the need for verification by using a bot that can detect and/or prevent damage from raids.
*Unconfigurable, triggers raid prevention based on user joins & damage prevention based on humanly impossible user activity. Will not automatically trigger on the free version of the bot.
Raid detection means a bot can detect the large number of users joining that’s typical of a raid, usually in an X in Y format. This feature is usually chained with Raid Prevention or Damage Prevention to prevent the detected raid from being effective, wherein raiding users will typically spam channels with unsavoury messages.
Raid-user detection is a system designed to detect users who are likely to be participating in a raid independently of the quantity of frequency of new user joins. These systems typically look for users that were created recently or have no profile picture, among other triggers depending on how elaborate the system is.
Raid prevention stops a raid from happening, either by Raid detection or Raid-user detection. These countermeasures stop participants of a raid specifically from harming your server by preventing raiding users from accessing your server in the first place, such as through kicks, bans, or mutes of the users that triggered the detection.
Damage prevention stops raiding users from causing any disruption via spam to your server by closing off certain aspects of it either from all new users, or from everyone. These functions usually prevent messages from being sent or read in public channels that new users will have access to. This differs from Raid Prevention as it doesn’t specifically target or remove new users on the server.
Raid anti-spam is an anti spam system robust enough to prevent raiding users’ messages from disrupting channels via the typical spam found in a raid. For an anti-spam system to fit this dynamic, it should be able to prevent Fast Messages and Repeated Text. This is a subset of Damage Prevention.
Raid cleanup commands are typically mass-message removal commands to clean up channels affected by spam as part of a raid, often aliased to ‘Purge’ or ‘Prune’.It should be noted that Discord features built-in raid and user bot detection, which is rather effective at preventing raids as or before they happen. If you are logging member joins and leaves, you can infer that Discord has taken action against shady accounts if the time difference between the join and the leave times is extremely small (such as between 0-5 seconds). However, you shouldn’t rely solely on these systems if you run a large or public server.
User Filters
Messages aren’t the only way potential evildoers can present unsavoury content to your server. They can also manipulate their Discord username or Nickname to cause trouble. There are a few different ways a username can be abusive and different bots offer different filters to prevent this.
*Gaius can apply same blacklist/whitelist to names as messages or only filter based on items in the blacklist tagged %name
**YAGPDB can use configured word-list filters OR a regex filter
Username filtering is less important than other forms of auto moderation, when choosing which bot(s) to use for your auto moderation needs, this should typically be considered last, since users with unsavory usernames can just be nicknamed in order to hide their actual username.
One additional component not included in the table is the effects of implementing a verification gate. The ramifications of a verification gate are difficult to quantify and not easily summarized. Verification gates make it harder for people to join in the conversation of your server, but in exchange help protect your community from trolls, spam bots, those unable to read your server’s language, or other low intent users. This can make administration and moderation of your server much easier. You’ll also see that the percent of people that visit more than 3 channels increases as they explore the server and follow verification instructions, and that percent talked may increase if people need to type a verification command.
However, in exchange you can expect to see server leaves increase. In addition, total engagement on your other channels may grow at a slower pace. User retention will decrease as well. Furthermore, this will complicate the interpretation of your welcome screen metrics, as the welcome screen will need to be used to help people primarily follow the verification process as opposed to visiting many channels in your server. There is also no guarantee that people who send a message after clicking to read the verification instructions successfully verified. In order to measure the efficacy of your verification system, you may need to use a custom solution to measure the proportion of people that pass or fail verification.
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