Ctrlk
For the complete documentation index, see llms.txt. This page is also available as Markdown.

Discord

Getting started with Upgrade.Chat bot in your chat room. Upgrade.Chat accepts Personal or Business PayPal Accounts and Stripe accounts with Venmo & Bitcoin coming soon.

1) Create An Upgrade.Chat Account

GO TO: https://upgrade.chat/create-account

Connect Your Discord Account:

(If you already have an account: https://upgrade.chat/upgrades)

  1. Grant Upgrade.Chat Administrator Permissions

  2. Create a role you want to sell in your Discord server. Click here to learn how.

  3. Move bot role position in Discord above roles you want to sell.

Move Upgrade.Chat Role Up

THE UPGRADE.CHAT ROLE MUST HAVE PROPER PERMISSIONS AND ABOVE ROLES YOU WANT TO SELL OR IT WILL NOT WORK PROPERLY!!

If you don't want to set the bot as Admin, these are the minimum permissions required:

We do NOT guarantee that it will always work with only these permissions because we add new features all the time that may require other perms.

LOG INTO DISCORD NOW AND PROCEED TO STEP TWO!

2) Add your Payment Processor to Upgrade.Chat

UPGRADE.CHAT ACCEPTS BUSINESS OR PERSONAL PAYPAL ACCOUNTS!

https://upgrade.chat/payment-settings

UPGRADE.CHAT ACCEPTS BUSINESS OR PERSONAL PAYPAL ACCOUNTS!

3) Set Upgrades for sale in the Control Panel

https://upgrade.chat/upgrades

ADD THE DISCORD ROLE BONUS TO THE UPGRADE

Simple Setup

At the bottom of the page, click bonuses & add the discord roles bonus to the upgrade. YOU MUST DO THIS TO GRANT THE DISCORD ROLE.

IF YOU DO NOT ADD THE DISCORD ROLE BONUS, WHEN USERS PURCHASE THEY WILL NOT RECEIVE THE ROLE! BONUSES ARE NOT RETROACTIVE.

USERS WILL ONLY GET THE ROLES INCLUDED WITH THE UPGRADE AT THE TIME OF PURCHASE. IF YOU ADD THE ROLE AFTER THE USER PURCHASED, THIS ROLE WILL NOT BE INCLUDED. THEY WILL NOT BE ABLE TO CLAIM THE ROLE BECAUSE THEY DID NOT PURCHASE THAT ROLE. BONUSES ARE NOT RETROACTIVE.

Add Discord Roles to the Upgrade

Access is automatically granted when customers pay and access is revoked when customers stop paying or dispute a transaction. This applies on all platforms.

SIMPLE SETUP FOR UPGRADES

LABEL TITLE

DESCRIPTION

Pay What You Want

This allows you to set a minimum price for the role but people can enter in their own amount and pay anything they want for the role. Good for Donations and Supporter type roles.

Auto Cancel Roles

This will automatically cancel the role after the first billing cycle. Allows for a paid trial style of membership without having to use a coupon.

Paymentless Free Trials

This allows users to be able to get a free trial without entering credit card information. Provides a much quicker and easier experience for users.

Required Role to Purchase

If you put a role here, it will LOCK the upgrade and ONLY ALLOW THAT ROLE TO PURCHASE!

Roles

Set which roles you want to give when a user purchases this package.

Minimum Price

The price you want to charge for the role. This is the minimum price wanted.

Interval

This is how frequently the user will be billed. (Billing Cycle)

Interval Count

This is how many of the interval (cycles) you want to pass before the user is billed again. Ie. If you set interval to monthly and count to 3, the user will be billed every 3 months. (Interval x Interval Count = Billing Frequency)

Free Trial

This is how many days you want the user to have access before being billed.

Inventory

This allows you to limit the number of times this package can be purchased.

Your checkout link is: https://upgrade.chat/{YourServerID} Not sure how to get your server ID? Click Here to see how. This can be used anywhere. Websites, social media, emails, etc.

To set up a locked channel to hide your content behind - CLICK HERE!

DO NOT EDIT ANYTHING IN PAYPAL OR STRIPE MANUALLY! THE BOT TAKES CARE OF ALL INTERACTIONS AND IF YOU EDIT ANY CUSTOMERS, SUBSCRIPTIONS OR DATA...YOU WILL CAUSE ERRORS!

ADVANCED SETUP FOR UPGRADES

Advanced Upgrade Setup

LABEL

DESCRIPTION

Limited Inventory

This limits the amount of times this upgrade can be purchased by all users.

Auto Cancel After One Cycle

This will automatically cancel the subscription upgrade after one cycle of whatever length you set. Ex. Monthly role will cancel after one month.

Require (LOCK) Role To Purchase

ONLY PUT AN UPGRADE HERE IF YOU WANT TO LOCK THE PURCHASE SO ONLY PEOPLE WITH AN EXISTING ROLE CAN UNLOCK TO PURCHASE THIS UPGRADE.

Loyalty / Tiered Upgrades

4) Create Discord Channels to Lock Content

Please see this article from Discord: https://support.discord.com/hc/en-us/articles/206143877-How-do-I-set-up-a-Role-Exclusive-channel-

This will show you how to setup PayWalls with Upgrade.Chat where you can lock content behind a channel / role.

5) Upgrade.Chat Settings

This is the message that is sent upon a user joining your chat room. It contains a payment link to your checkout page as well as your custom message that you set.

To turn Welcome Messages OFF, leave the welcome messages blank.

DISABLED: A way to turn off welcome messages DIRECT MESSAGE: Users will get their welcome message in their DMs PUBLIC: The welcome message will be sent in the chat room's default channel.

This allows you to set how much your users will get back as account credits when they refer paid members to your server. By default, the credit is a one time credit.

This allows credits for referrals to be refunded to the referrer every billing cycle.

This is the amount that you set to be refunded per successful paid referral.

This settings allows subscriptions to automatically be cancelled when the user leaves your chatroom, even if they didn't specifically downgrade themselves. (This helps prevent chargebacks for people who leave or forget they are paying.)

This setting disables the bot responding in public channels to the $downgrade command but allows people to Direct Message the bot to get the downgrade link.

This is where you can set your own custom terms of service for your server that will show to each user before they pay on your chat's checkout page.

This is the amount you charge.

This is the amount you keep after Payment Processor and Upgrade.Chat fees.

To check your Stripe Members & Payments: https://dashboard.stripe.com To check your PayPal Members & Payments: https://upgrade.chat/payment-settings?section=transactions

Once you add a server, there is no delete function. Please make sure you are adding the correct server to the Dashboard.

PreviousGetting StartedNextDiscord Commands

Last updated