Building a Business Discord in 6 Easy Steps

Samuel Hebda
6 min readFeb 21, 2022

Discord servers are multipurpose and resourceful entities. Setting up your Discord Server for your Business is a perfect way to build communication with your co-workers and market through the community.

A single private server can host a multitude of users and offers permanent voice and video chat rooms you can customize and control. Making a server public or private depends on your business requirements, whether you want random people to join your server or if people can only join via private invites. We want to make it easy for you to start your Discord for Business and fully enjoy the advantages of using it for your team and marketing. The best thing is? It’s FREE.

First, you and your teams should set up Discord. Here is how you can set up your Discord server for business in six simple steps:

1. Create Team Channels and Public Channels

Discord lets you create as many channels as you need. Depending on your business necessity, you can create separate channels for administration, each team of working crew, and customers. Roles can be assigned to every member, and access to different channels within your server can be granted or denied based on roles. This customization helps you control and manage your server. Owners, admins, moderators, and members will all have different access levels to other chat groups. It lets you plan with the team on one channel while engaging with customers on another.

2. Use Privat Channels and DMs for Business

Team-specific channels are private. Only the invited users can join. These private channels are about some specific topics, and only the relevant audience can access them. Conversations and media shared in those channels remain hidden from other users. Your business administrators can also designate an endless series of roles to each user, all of which can come with custom privileges. This attribute ensures secure interaction among team members. Discord also allows for global private messaging, which exceeds your reachability beyond your server. You can add customers from any server to have a one-on-one conversation without clicking each server itself.

3. Add Discord Bots and Tools

While Discord lacks some features you are looking for, it is possible to fill this gap with bots. Discord bots are a vital component for a well-run Discord server. A wide variety of bots is available on Discord, and they can do much more than just automate the moderation tasks. You can find almost any features to add to your server, and you have to find the best bots that are relevant to your business. These AI-driven tools enable you to manage your server more effectively while introducing a whole host of other valuable features to make the best possible use of this platform.

You can know more about Discord Bots if you read the articles: The Top 10 Discord Bots for Business (although I’m making a better list — more up to date)

4. Manage Notifications (STAY SANE!!)

Running a business on a discord server can be hectic with a tedious number of channels. Each channel has a different priority level, and unwanted notifications from low-priority channels can be exhausting. Therefore, managing notifications for every channel is necessary. You can sync categories of channels to notify specific people and adjust (or mute) notifications for any server or channel. Pro tip: I like to mute business over the weekend ;)

You can use Discord bots to automate such settings as switching off unnecessary chats or channels. You can create ranks for servers with a lot of traffic; it enables mass purges of messages based on predefined criteria such as age, server, and user. You can also prioritize important events or keywords that will trigger a warning so that you do not miss any important news on the Discord server you use for business purposes.

5. Integrate your Discord Server for Business with various project management tools

There are various project management, business automation tools, and popular apps you can integrate with Discord to manage your workflows: Zapier Automation, Trello, Jira, GitLab, GitHub, Notion.so, Monday.com, YouTrack (from JetBrains), Google Drive, Zoom, Yodel.io, YouTube, Twitter, RSS, BitBucket, Facebook messenger, etc.

6. Connect with other Discord communities and cross-pollinate

Check the various Discord listing sites for top-tier servers and list your server if you’re looking for organic traffic. This is where SEO will come into play. Use tags, keywords, and categories to target your audience. These are my top listing sites, by rank:

  1. Disboard.org
  2. Discord.Me
  3. Discords.com
  4. Discord.io
  5. DiscordServers.com

If you’re looking to learn more and market in a web3 world, join my server. It’s specifically dedicated to serving business owners and helping them connect with their community. We’re a featured, 5-star server with an active and welcoming family. Join the Tribe! TRIBA Business Community

How to integrate the Discord server for Business with the project management tools you need?

The answer is pretty simple: some Bots drive Discord’s integration process fast and efficiently. One of them is Orli Daily Scrum Bot for Standup Meetings. You can pick up the integration with the necessary PM tool and implement it in a few clicks with Orli Discord Bot: Jira Discord, Trello Discord, YouTrack Discord, Monday.com Discord, YouTrack by JetBrains, and Notion.so Discord, GitLab, GitHub. Orli answers users’ queries and develops new integrations based on the most popular and requested ones.

To sum up, the steps to set up your Discord server for business are:

  1. Create a Channel per Team
  2. Use Private Channels in Discord for Business
  3. Add Discord Bots
  4. Manage Notifications
  5. Integrate your Discord Server for Business with various project management tools
  6. Connect and market across servers

Discord for business makes it possible to lead big or small projects, organize meetings, follow tasks, report automatically, manage team workflow efficiently, and even more just from one place. And Orli Bot accomplishes a process of setting Discord for business needs and supports businesses on the way to integrating with Discord effortlessly.

I offer fully customized, flexible spaces for you to develop your project, community, and marketing side-by-side.

Whether it’s B2B or B2C, community marketing, I can help.

Let’s talk — I’ll walk you through the process and help you draw up a playbook for improving your marketing.

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Samuel Hebda

writer, designer, thinker, scientist, and engineer.