Accessing Channel Settings
Navigate to Settings → Channels from the sidebar.Channel Overview
The Channels page shows all available channels with their status:Email Configuration
Setup Steps
1
Click Configure
Click Configure next to Email
2
Enter Sender Details
- Sender Name (e.g., “Sarah from Acme”)
- Sender Email (e.g., hello@acme.com)
- Reply-To Email (optional)
3
Add Domain
Enter your sending domain for verification
4
Configure DNS
Add the provided DNS records to your domain
5
Verify Domain
Click Verify and wait for confirmation
DNS Records Required
Email Settings
See the Email Channel guide for detailed setup instructions.
SMS Configuration
Setup Steps
1
Click Configure
Click Configure next to SMS
2
Connect Provider
Link your SMS provider (Twilio, etc.)
3
Configure Sender
Set up your sending number or ID
4
Verify Setup
Send a test message
SMS Settings
See the SMS Channel guide for detailed setup instructions.
WhatsApp Configuration
Setup Steps
1
Click Configure
Click Configure next to WhatsApp
2
Connect Facebook
Link your Facebook Business Manager
3
Set Up Business Account
Create or connect WhatsApp Business account
4
Verify Number
Register phone number for WhatsApp
5
Configure Profile
Set up business profile information
WhatsApp Settings
See the WhatsApp Channel guide for detailed setup instructions.
Push Configuration
Push Notifications
Push notification support is coming soon. Configuration will be available in a future release.
Testing Channels
Each channel has a test function:Send Test Message
1
Open Channel Settings
Click on the configured channel
2
Click Send Test
Click the Send Test button
3
Enter Recipient
Enter your email/phone/device
4
Send
Click Send and verify receipt
Channel Status
Status Indicators
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
- Business verification in progress
- Template review in progress
- Contact WhatsApp support if delayed
- Check provider credentials
- Verify account is active
- Review error message for details
Frequency Caps
Set limits on how often customers receive messages:Global Caps
Per-Channel 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