Messaging

DashX provides you with a unified interface to send/receive messages across various channels - Email, Push Notifications, SMS, WhatsApp, to name a few.

This guide will walk you through the following steps:

• Setting up message templates
• Setting up user preferences
• Integrating with messaging services
• Sending and receiving messages
• Viewing reports

Message Templates

• Navigate to the Templates section in the Messaging app.
• Click on the [+] button to add a new template.
• Select the type of template based on the channel you wish to send messages over - Email template, Push Notification template, SMS template, or WhatsApp template. You can also use a Universal template, which allows you to send a single template to multiple channels.
• Each type of template has its own special editor. However, there are 2 important fields:
  • Name: This helps you distinguish your templates from one another. These do not appear in the actual message. Typically, templates are named either by their content (example: 'Forgot Password', 'Welcome') or their usage (example: 'User Abandoned Cart').
  • Identifier: This is used to trigger messages programatically via the DashX API.

Preferences

• Navigate to the Preferences section in the Messaging app.
• Click on the [+] button to add a new preference.
• While creating a Preference, these fields must be entered:
  • Name: This is a human-readable name for your preference.
  • Identifier: This is used programatically to save preferences via the DashX API.
  • Enabled by Default: The default value for this preference, if not overidden by the user.
  • Gated Templates: The list of templates that this preference guards. If the user has this preference disabled, then these templates will not be sent to the user.

Viewing Stored Preferences

• Navigate to the Preferences section in the Messaging app.
• Click on Stored Preferences on the top-right.
• Select the correct Environment that you want to inspect.
• You can now either:
  • Find the Stored Preferences of a specific Account
  • Find the Accounts that have a specific value for a Preference

Messaging Services

• Switch to the Workspace dashboard from the top bar.
• Navigate to the Apps section.
• Under the Messaging Services category, you can select from a number of third-party providers that deliver messages across Email, Push, SMS and WhatsApp. Use the following integration guides to integrate your favorite messaging service:
  • Amazon SES (Email)
  • Exotel (SMS)
  • Firebase Cloud Messaging (Push)
  • Kaleyra (WhatsApp)
  • Mailgun (Email)
  • Mailjet (Email)
  • Mandrill (Email)
  • Postmark (Email)
  • SendGrid (Email)
  • SMTP (Email)
  • Twilio (SMS)
  • ValueFirst (WhatsApp)
  • WATI (WhatsApp)