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Playbook 2: the newcomer path in Story Hub

Circle: Daily Notes — a markets-explainer news circle (Story Hub layout, Circle VIP).

Problem: the content is good, but newcomers are lost: the feed scrolls, sources scatter, and many never see their first genuinely useful piece — then go quiet.

Goal: within three minutes of joining, a new member has received a starter set of content, knows where things live, and knows what to do next.

  1. The moment they join: the bot delivers the welcome card (primary button opens the circle home), followed by the starter pack — three featured source cards; tap to follow.
  2. Opening the home: a banner with the circle name, a notice-bar line (“new here? start with Start here”), and the first directory folder: Start here — the onboarding guide, a learning-path collection, one curated source.
  3. After the guide: the pinned post “Three steps to get settled” — follow the picks, choose sources, say hi in a channel.
  4. When they’re ready to pay: a “Membership” entry sits right beside the folder, one tap from the purchase page.
Step Where What
1. Pick starter sources Content → Story sources Feature your three most representative sources as the starter pack, sent automatically on join
2. Write the guide Content → Posts One pinned “three steps” post explaining how the content is organized
3. Build the home folder Settings → Appearance → Customize → Home entries Top-level “Start here” folder: the guide + a learning-path collection + one curated source; a “Membership” entry beside it
4. Set the notice bar Settings → Notice bar One line pointing at Start here, persistent site-wide
5. Align the vocabulary Settings → Appearance → Customize Rename “sources”/“stories” if they don’t fit — home copy and entries follow
  • Circles with trial content: set the learning-path collection to trial visibility so non-members read the first few articles — the directory itself becomes the conversion entry (see visibility levels in the content toolkit).
  • Circles with an archive: add a second “Archive” folder and keep Start here first — newcomers find their way, veterans find the back catalog.