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BloFin Discord Bot: Features & Setup Guide

  • Updated
This document outlines the features of the BloFin Discord Bot and guides you through the initial setup to enhance your community management.
 

Bot Features

Our Discord bot offers comprehensive tools to help you manage your community effectively:
  1. Exclusive Server Access:
    • Direct Invitees Only: Once enabled, your server will be exclusive to your direct invitees. Any Discord accounts not directly invited by you will be immediately removed upon joining your server.
    • Existing Members Unaffected: Users who joined the server before the bot's activation will remain unaffected.
  2. Automated Membership Management:
    • Set Entry Requirements: Define specific conditions for staying your server.
    • Periodic Compliance Checks: Users who don't meet the set requirements will be removed during the scheduled weekly or monthly checks.
  3. Role-Based Access Control:
    • Tiered Role Assignment: Set specific thresholds for each role within your server.
    • Automatic Role Assignment: The bot will automatically assign corresponding roles to users during weekly or monthly checks if they meet the thresholds. This allows for streamlined user management based on different access levels or achievements.
  4. User Data Insights:
    • View & Export User Data: Easily view and export key user data within your server, including: Deposit Volume, Trading Volume, Win Rate, Commissions

Setup Guide

Step 1: Bind Your Discord Username to Your Affiliate Account

Before you can use the bot's features, you'll need to link your Discord account to your BloFin affiliate account.
  • Send your Discord Username to your BloFin BD manager. We'll then whitelist your account to enable the bot's functionality.
  • Important: Make sure the Discord account associated with the username you provide is the owner of the Discord server you intend to manage, and that your BloFin account is already an approved BloFin Affiliate.
     
 

Step 2: Add the Bot to Your Server

You can easily invite the bot to your server using one of these methods:
  • Direct Link: Click this link to directly invite the bot: BloFin Community Assistant
  • Affiliate Page: You can also find the invitation link on your affiliate page
 

Step 3: Grant the Bot the Necessary Role

After adding the bot, you'll need to adjust its role permissions within your server settings.
  • In your server settings, grant the bot a role. Be sure to place the BloFin Community Assistant's role as the highest role, ideally just below any Admin roles you may have.
  • Important: Due to Discord's permission hierarchy, roles lower in rank can't manage roles higher than themselves. Therefore, ensuring the bot's role is ranked higher than any other roles it needs to manage is crucial for its proper function.


Step 4: Set Up Your Welcome Message

You can customize the bot's welcome message, which guides new users to link their UID.
  • Use the command /welcome_message to set the content of the bot's welcome message.
  • If you don't set a custom message, the bot will send the following default content:
Hey! You're finally here! So happy to have you! To unlock all the perks and join the fun, just follow three steps: Step 1: Sign up for BloFin with my referral code {your referral code}. Step 2: Complete identity verification by clicking "Enter the UID" Step 3: You’re all set! Let’s get started and make some moves Can’t wait to see you inside!
 

Step 5: Designate the Verification Channel

Set the channel where users will interact with the bot for registration and UID binding.
  • Use the /verify_channel command to send the bot to the specific channel where you want users to apply for verification.
  • Once this verification channel is set, the bot will automatically post the welcome message there. Both existing members and new users joining the server can then click on this message to register and bind their UID.


Step 6: Set the Default Role

  • Use the /set_default_role command. This command assigns the specified role to any user who successfully inputs their UID via the bot.
 

Step 7: Define Server Entry Verification Rules

Use the /set_verification_rule command to set up the entry requirements for your server.
  • Initial Data Check: New users' data won't be checked immediately upon joining. The bot will proportionally check their data against requirements during their first scheduled periodic scan after entering the group.
  • Win Rate Input: For the "win rate" field, please enter the numerical value without the percentage sign (e.g., enter 20 for 20%).
 

Other Useful Commands

Beyond the setup, here are additional commands for managing your server:
  1. /set_role_filter: This command allows you to set specific conditions for a designated role. Once a user meets these conditions, the bot will automatically assign them the corresponding role.
     
  2. /unlink: Use this command to unbind a user's UID from their Discord account. After unbinding, the user can re-link their account if needed. This command can only be used by administrators/owners.
     
  3. /get_uid_data, /get_user_data: Use these commands to retrieve data for a specific Discord user or a particular UID.
     
  4. /get_user_list: This command exports the data for all users within your group. For data security purposes, after initiating the export, please navigate to your affiliate page to download the file.

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