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Discord Server Templates

Discord is among the most popular social platforms in crypto. It allows users to create free, invite-only servers for their communities. Discord servers support messaging across multiple channels, voice/video calls, and the configuration of complex permission structures. Discord also supports bots and other automations through its API.

Get Discord​

If you don't already have an account, create one at discord.gg. You can access Discord via a web browser or through its native apps on Windows, macOS, Android, iOS, or Linux. If you are a complete beginner, take a look at Discord's beginner's guide.

1. Templates​

info

Need a different template? Ask in the Juicebox Discord.

First, pick a template to automatically configure channels, roles, permissions, and server settings.

TemplateDescription
Discord For DAOsThis server works best for crypto-native communities and projects building in the open.
Discord For NFT ProjectsThis server works best for NFT projects using Juicebox to manage revenues.

Name your server and upload a logo.

You will be brought to your new Discord server! Acquaint yourself with the preconfigured channels and roles.

1.1 Note on Permissions​

Discord permissions are cumulative—users gain permissions from all of their roles, with positive permissions overriding negative ones. Channel permissions and category permissions behave differently; they override the permissions of users and roles within specific channels. All of the templates come with sensible defaults: non-admin users will not be able to send messages or create discussion threads within information/announcement channels.

To test a role's permissions, click on your server's name (at the top of your channels list), and navigate to your Server Settings. Navigate to the Roles page, and click on the role you would like to test. Within the Display tab, scroll to the bottom and select View Server as Role →. This will let you test what actions the role can take and what channels it can see.

2. Server Settings​

Click on your server's name (at the top of your channels list), and navigate to your Server Settings. Our templates come with sensible defaults, but you may desire to reconfigure the following options:

SettingSidebar MenuDescription
Show Boost progress barOverviewWhen enabled, a server boost progress bar will display in your channel list. Server boosts allow for further customization.
Upload EmojiEmojiAdd custom emojis that anyone can use in your server.
Upload StickerStickersAdd custom stickers that anyone can use in your server.
Verification levelSafety SetupThe criteria users must meet before they can send messages.
Enable 2FA RequirementSafety SetupRequire members with moderation powers to have two-factor authentication enabled. This setting is recommended.

3. React Roles and Embeds​

React roles allow server members to easily self-assign roles by reacting to a message. The Discord bot carl.gg allows server owners to set up react roles, write custom embeds, and configure automod features if desired. To add carl.gg to your server:

  1. Visit carl.gg, sign in with your Discord account, and click Manage on the home page.
  2. Select your server in this menu. You will be redirected to a Discord authentication page. Click Continue, then scroll down and click Authorize. You may need to fill out a captcha.
  3. You will be redirected back to carl.gg. Click SKIP to open your dashboard.

3.1 Your "README"​

  1. Open your server's carl.gg dashboard.
  2. Open the Reaction roles page in the sidebar. Click Create new reaction role.
  3. In the Mode category, select Post embed and select your #✨｜read-me channel. Then click Show embed builder.

Type a brief server intro using the Title and the Description fields. This message will be the first thing users see when they join your Discord server. You can format this message with markdown.

The title:

Welcome to the Stapler DAO Discord server!

With the description:

Stapler DAO is disrupting the stapler industry with groundbreaking blockchain technology.

If you have questions, visit our [website](http://info.cern.ch/).

Click the 📢 for announcement notifications!

Will be formatted like so:

Once your message is written, click Add emoji, select the loudspeaker emoji, and select the announcements role. Users that click the loudspeaker will now be notified when you tag the @announcements role. Click Create to publish your message.

3.2 Contributor Roles​

  1. Open your server's carl.gg dashboard.
  2. Open the Reaction roles page in the sidebar. Click Create new reaction role.
  3. In the Mode category, select Post embed and select your #✨｜read-me channel. Then click Show embed builder. Fill out the Title and Description fields with a brief description of your contributor roles.

The title:

React to receive contributor roles!

With the description:

💻・Developer
👪・Community Management
👀・Visibility
🏛️・Governance
🛹・Onboarding
💸・Finances
🤝・Partnerships

Will be formatted like so:

Once your message is written, click Add emoji to add reaction emojis and their corresponding roles. These should be added one at a time, with each emoji corresponding to one role:

Click Create to publish your message.

A links embed will guide your community to DAO's resources and websites. To create one:

  1. Open your server's carl.gg dashboard. Open the Embeds page in the sidebar.
  2. Fill out the Title field—Stapler DAO Links, for example.
  3. Add your links to the Description field, formatted in markdown. An input of [Juicebox Docs](https://docs.juicebox.money) will be formatted to: Juicebox Docs. If you have many links, you may want to separate them with bolded category titles. An input of **Example Text** will be formatted to: Example Text.
  4. Select your #🔗｜links channel in the Destination field. Click Post to publish your links embed.

4. Twitter Feed​

IFTTT allows you to create simple automations for popular web services. IFTTT's free plan will allow you to create a live Twitter feed in your Discord server:

  1. Open your server's settings and open the Integrations page.
  2. Click Create Webhook. Assign a screen name and profile picture here. Assign this integration to the #🐦｜twitter-feed channel.

An example webhook configuration

  1. In a new tab, open IFTTT. If you do not already have an account, create one at ifttt.com/join.
  2. Sign in to IFTTT and navigate to ifttt.com/create.
  3. Click Add next to If This and select the Twitter service. Select the New tweet by you trigger.
  4. Add your Twitter account and select it. If desired, you can include retweets and @replies. Click Create trigger.
  5. Click Add next to Then That and select the Webhooks service. Select the Make a web request action.
  6. Open your webhook in your server's settings, and click Copy Webhook URL. Paste this URL in IFTTT's URL field.
  7. Select POST as your Method. Select application/json as your Content Type. Paste this into the Body field:
{ "content":"{{LinkToTweet}}" }
  1. Click Create action, Continue, and Finish.

The Tweet:

Will be rendered like so:

5. Next Steps​

You are done! Optionally:

  • To enable features like discovery, server metrics, and a welcome screen, navigate to the Enable Community page in your server settings and click Get Started.
  • Add new categories and channels for different languages.
  • Add new reaction roles with carl.gg.