Business Messaging Guide v2
Business Messaging
Version 2

Send a notification on Sendbird Dashboard

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In order to send a notification from the Dashboard, you must first have a template. If you do not already have a template created, go to the Templates page on Sendbird Dashboard. To learn why you need a template and how to create one, see the Templates guide.

Once we have a template, we have two ways to send notifications: by navigating to the Campaigns page on the dashboard and selecting a template to use; by navigating to the Templates page on the dashboard and use the Send option on the template itself.

This guide provides a four-step tutorial on sending a notification through the Campaigns page.


Four-step guide

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Once on the Business Messaging > Campaigns page of Sendbird Dashboard, we’ll complete the following four steps:

Step 1: Set a target

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Recipients

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We’ll first complete the Recipient section. You can select either:

  • Enter user_id manually
  • Upload a CSV file containing user IDs and corresponding data.

When using the CSV method, users do not need to exist prior to sending the notification. However, when manually entering user IDs, they need to be existing in your Sendbird application.

FieldDescription

User ID

Specify the ID of your target users. You can search users by their ID or nickname and add up to 10,000 users.

CSV file

Upload a list of target users, up to 100,000, in a CSV file. When uploading a file, note the following:
- The first row in the file must contain the column names.
- Only alphabets, numbers, underscores, hyphens, and periods are allowed in column names.
- One column must be named user_id and it must contain user IDs of the recipients.
- You can add more columns containing additional user information such as user name, nickname, or image URLs.
- After uploading the CSV file, you can add user information to the notification message in the next step.
- If you wish to import image URLs from the CSV file, the images must have the same width and height in order to be displayed properly.

Step 2: Select a template

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Once targets are set, select a template to use for the notification. If you have not yet created a template, see the Templates guide first.

FieldDescription

Template

Select a template to use for the notification. The notification channels associated with the template will be automatically specified in the Channel field.

Settings

This contains information of the channels linked to the template, such as the category, label and message retention dates. Select a channel type in the dropdown menu on the preview panel on the right side and check the settings of the channel. This includes the category, label, tags, and message retention dates you set for each channel.

Sequence

If the template has a sequence set, you can view the sequence settings here.

Step 3: Compose a message

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In the Compose screen, we’ll determine how your messages should look. This consists of filling in any variable information and overriding the push notification preferences on the template, if necessary.

Notification information

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FieldDescription

Title

This feature offers an effective way for teams to categorize and manage notifications. This title is for internal use and won't be exposed to the target users. You can find the information on the Campaigns page on Sendbird Dashboard.

Tag

Allow for teams to enforce tags to prevent disorganization by requiring tags as well as preventing on-the-fly tag creation. To learn more about tags, see the Tags guide.

Priority

Set the priority for messages, ensuring that high priority notifications are sent before ones with lower priorities. This is available only for the batch mode notifications, not real-time. Because batch notifications, more than a single target, are typically sent in a First In First Out order, Priority allows us to push certain notifications to the front of the line. This should be utilized only when a batch of notifications needs to be sent out ahead of normal priority notifications already in queue.

Template variables

If the template selected for the notification has variables, you can set the value to them here.

Push notification data

Specify the value of custom data you've set when creating a template with a push notification channel. This will be sent to the client SDK in a push notification payload. The custom data will not be visible in the push notification's title or body and can contain information such as deep links and localization keys.

Template variables

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When the template selected for the notification has variables, you can set the value to them here. Depending on the method you chose for Recipients in Step 1, Template variables offers different functionalities:

  • If you specified User ID: variables cannot be differentiated between users, and thus the notification will be the same for all users. You can preview the notification as a specific user by selecting the user from the dropdown above the Notification preview.

  • If you uploaded a CSV file with variable data: you can use a column from the CSV as the value of a variable. Select the Add data from file {...} button above each input box and select the corresponding column. The column name in the CSV does not need to match the variable name.

Step 4: Review the look

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Finally, the review section offers one final opportunity to ensure all of the information matches what you anticipate. Double check the number of users as well as the Compose section to confirm the notification will be sent as you expect.

Once ready, press Send in the top-right corner of your screen.