Channel settings let you configure how RevBridge AI sends messages to your customers across different communication channels.
Accessing Channel Settings
Navigate to Settings → Channels from the sidebar.
Channel Overview
The Channels page shows all available channels with their status:
| Channel | Status Options |
|---|
| Email | Connected, Pending Verification, Not Configured |
| SMS | Connected, Not Configured |
| WhatsApp | Connected, Pending Approval, Not Configured |
| Push | Connected, Not Configured |
Email Configuration
Setup Steps
Click Configure
Click Configure next to Email
Enter Sender Details
- Sender Name (e.g., “Sarah from Acme”)
- Sender Email (e.g., hello@acme.com)
- Reply-To Email (optional)
Add Domain
Enter your sending domain for verification
Configure DNS
Add the provided DNS records to your domain
Verify Domain
Click Verify and wait for confirmation
DNS Records Required
| Record | Purpose |
|---|
| SPF | Sender authorization |
| DKIM | Email authentication |
| DMARC | Delivery policy |
Email Settings
| Setting | Description |
|---|
| Sender Name | Displayed in inbox |
| Sender Email | From address |
| Reply-To | Where replies are sent |
| Footer Text | Default footer for emails |
| Physical Address | Required for CAN-SPAM |
SMS Configuration
Setup Steps
Click Configure
Click Configure next to SMS
Connect Provider
Link your SMS provider (Twilio, etc.)
Configure Sender
Set up your sending number or ID
Verify Setup
Send a test message
SMS Settings
| Setting | Description |
|---|
| Provider | SMS service provider |
| Sender ID | Phone number or alphanumeric ID |
| Opt-Out Keywords | Words that trigger unsubscribe |
| Opt-Out Message | Confirmation sent after unsubscribe |
WhatsApp Configuration
Setup Steps
Click Configure
Click Configure next to WhatsApp
Connect Facebook
Link your Facebook Business Manager
Set Up Business Account
Create or connect WhatsApp Business account
Verify Number
Register phone number for WhatsApp
Configure Profile
Set up business profile information
WhatsApp Settings
| Setting | Description |
|---|
| Business Account | Connected WhatsApp Business account |
| Phone Number | Registered business number |
| Business Profile | Name, description, logo |
| Template Status | Approved message templates |
Push Configuration
Setup Steps
Click Configure
Click Configure next to Push
Add Firebase Credentials
Upload Firebase server key (Android)
Add APNs Credentials
Upload Apple push certificate/key (iOS)
Integrate SDK
Add RevBridge SDK to your app
Test Push
Send a test notification
Push Settings
| Setting | Description |
|---|
| Firebase Key | Android push credentials |
| APNs Certificate | iOS push credentials |
| Default Icon | Icon shown on notifications |
| Default Sound | Sound for notifications |
Testing Channels
Each channel has a test function:
Send Test Message
Open Channel Settings
Click on the configured channel
Click Send Test
Click the Send Test button
Enter Recipient
Enter your email/phone/device
Send
Click Send and verify receipt
Always test channels before launching campaigns to ensure delivery works correctly.
Channel Status
Status Indicators
| Status | Meaning | Action |
|---|
| Connected | Ready to send | None needed |
| Pending Verification | Awaiting DNS or approval | Complete verification |
| Error | Configuration issue | Review and fix |
| Not Configured | Setup incomplete | Complete setup |
Troubleshooting Status Issues
Email Pending Verification:
- DNS records may take up to 48 hours to propagate
- Verify records are added correctly
- Use a DNS checker tool
WhatsApp Pending Approval:
- Business verification in progress
- Template review in progress
- Contact WhatsApp support if delayed
SMS/Push Error:
- Check provider credentials
- Verify account is active
- Review error message for details
Frequency Caps
Set limits on how often customers receive messages:
Global Caps
| Setting | Description |
|---|
| Daily Cap | Max messages per day across all channels |
| Weekly Cap | Max messages per week across all channels |
Per-Channel Caps
| Channel | Recommended Cap |
|---|
| Email | 3-4 per week |
| SMS | 1-2 per week |
| WhatsApp | 2-3 per week |
| Push | 1-3 per day |
Excessive messaging leads to unsubscribes and complaints. Respect customer preferences with appropriate caps.
Best Practices
Multi-Channel Setup
- Start with Email (lowest barrier)
- Add SMS for urgent messages
- Add WhatsApp for conversational markets
- Add Push for app engagement
Regular Maintenance
- Monitor delivery rates weekly
- Review unsubscribe rates
- Update credentials before expiration
- Test channels after any changes
