Messaging Dashboard UI Guide
Overview
The Messaging Dashboard is your hub for bulk communications and message campaigns. Send announcements to multiple channels, schedule messages for future delivery, manage reusable message assets, and track campaign performance all from one place.
Dashboard Structure
The messaging dashboard uses tabs to organize different aspects of message management. Each tab provides focused tools for a specific task.
Campaigns Tab
Create, manage, and monitor message campaigns. View all active, scheduled, and completed campaigns with status information.
Embedder Tab
Access the Message Embedder for creating and managing reusable embed assets. Link embeds to campaigns.
Templates Tab
Save campaign templates for quick creation of similar messages. Useful for recurring announcements with slight variations.
History Tab
View all previously sent messages and campaigns. Filter by date range, target channel, or status.
Campaign List
View all your message campaigns in an organized list with status indicators and quick actions.
Status Badges
Each campaign displays its current status:
- • ACTIVE - Currently running or posted
- • SCHEDULED - Waiting for scheduled time
- • COMPLETED - Finished and sent
- • PAUSED - Temporarily stopped
- • DRAFT - Not yet published
Campaign Information
Each campaign card displays:
- • Campaign name and description
- • Target channel(s)
- • Creation date and last modified
- • Scheduled time (if applicable)
- • Message preview
Quick Actions
Edit, duplicate, send, schedule, pause, or delete campaigns directly from the list view.
Search and Filter
Search campaigns by name. Filter by status, date range, or target channel using SearchableSelect dropdowns.
Workflow Tip
Start campaigns as drafts to review content. Schedule for later if you want to send at a specific time. Pause active campaigns before editing to prevent sending incomplete messages.
Create Campaign Form
Build new message campaigns with comprehensive configuration options. Support for text, embeds, or both.
Campaign Name
Give your campaign a descriptive name for easy identification.
Use naming conventions like "announcement_update_2024", "promotion_week3", or "rules_repost".
Message Content
Write the text that will be sent. Supports markdown formatting and variable substitution.
- • Plain text messages
- • Variables like {user}, {server}, {date}
- • Markdown formatting (**bold**, *italic*, `code`)
- • Maximum 2000 characters for text messages
Embed Selection
Select or create embedded messages to include with your campaign. Use SearchableSelect to find saved embeds.
You can include one primary embed plus optional additional embeds. Embeds are displayed below text messages.
Target Channel
Use SearchableSelect to choose which channel(s) to send the message to. Support for multiple channels.
Messages will be posted to each selected channel in sequence.
Schedule Options
Choose how to deliver your message:
- • Immediate - Send right now
- • Scheduled - Send at specific date/time
- • Recurring - Send on a repeating schedule
Timezone Selector
When scheduling, select your timezone to ensure messages send at the correct local time. Use SearchableSelect for instant timezone lookup.
Recurrence Pattern
For recurring campaigns, define the pattern:
- • Daily - Every day at specified time
- • Weekly - Specific day(s) of week
- • Monthly - Specific date or day of month
- • Custom - Advanced patterns
Campaign Duration
For recurring campaigns, set when they should stop: after X occurrences, on a specific end date, or run indefinitely.
Campaign Creation Tips
- • Use drafts to review content before scheduling
- • Test send to a private channel first
- • Schedule announcements for off-peak times when possible
- • Use variables to personalize messages when possible
- • Keep campaign names descriptive for future reference
Message Embedder Integration
The Embedder tab provides full access to the Message Embedder for creating and managing reusable embed assets.
Asset Grid
Browse all saved embed assets as visual cards. Each card shows a preview of the embed.
Click any asset to view details, edit, or use in campaigns.
Create/Edit Embed Form
Full embed builder interface integrated into the dashboard. Build embeds with:
- • Title and description editing
- • Color picker for accent colors
- • Field management system
- • Image and thumbnail uploading
Live Preview
Real-time preview showing exactly how the embed will appear in Discord as you edit.
Version History
Track changes to embeds over time. Rollback to previous versions if needed.
Tagging System
Organize embeds with tags. Filter by tag to quickly find assets for campaign use.
Integration Workflow
Create embeds in the Embedder tab, then reference them in campaign creation. Changes to embeds automatically update all campaigns using them.
This keeps messaging consistent across all campaigns.
Campaign Templates
Save campaign configurations as templates for quick creation of similar messages.
Save as Template
Save the current campaign as a template. When editing campaigns, a "Save as Template" button is available.
Template Library
Browse all saved templates in the Templates tab. Each shows the original campaign name and creation date.
Clone from Template
Create new campaigns by cloning templates. All content, embeds, and settings are copied.
Edit the cloned campaign to customize for your current use case.
Template Management
Edit template names and descriptions. Delete unused templates to keep your library organized.
Template Use Cases
- • Weekly announcements with consistent formatting
- • Monthly event promotions
- • Standard notification formats
- • Recurring update formats
Message History & Tracking
Monitor all sent messages and campaign performance in the History tab.
Message Log
Complete record of all sent messages with details:
- • Sent date and time
- • Target channel
- • Campaign name
- • Message preview
- • Delivery status
Advanced Filtering
Search history using multiple filters with SearchableSelect:
- • Date range picker (specific dates or ranges)
- • Target channel filter
- • Campaign name search
- • Delivery status filter
Delivery Status
View whether messages were successfully delivered or failed. Failed messages show error reasons.
Campaign Statistics
See metrics for each campaign: number of times sent, last sent date, channels affected, and total reach.
Export History
Download message history as CSV for analysis or archival purposes.
Tracking Benefits
Keep records of all announcements for compliance and communication tracking. Use history to verify successful delivery.
Advanced Features
Variable Personalization
Use {user}, {server}, {date}, and other variables in messages and embeds for personalized communications.
Bulk Channel Targeting
Select multiple channels at once to send the same message everywhere. Use SearchableSelect for easy multi-select.
Scheduled Recurrence
Set up truly recurring campaigns that send automatically on schedules (daily, weekly, monthly, custom).
Draft & Publish Workflow
Create campaigns as drafts for review. Publish or schedule when ready without immediate sending.
Pause & Resume
Pause running campaigns without deleting them. Resume when ready to continue sending.
Best Practices
Campaign Management Guidelines
- • Always test send campaigns to a private channel before deploying to public channels
- • Use descriptive campaign names that include date and purpose
- • Create templates for recurring message types to save time
- • Schedule announcements during appropriate times for your community
- • Use variables to personalize messages when possible
- • Keep embeds consistent using the asset library
- • Review campaign history regularly for delivery issues
- • Use the pause feature to edit scheduled campaigns safely
- • Archive old campaigns in templates if they might be reused
- • Monitor delivery failures and investigate causes
- • Use tags and naming conventions for easy organization
- • Export history for record-keeping and compliance