You can view detailed instructions on how to create/edit Email/SMS delivery channels (ESPs).

Please follow this guide for creating/editing Email/SMS delivery channels (ESPs). These need to be set up in order to create a campaign.

Email Campaign Delivery Channel

  1. To create an email delivery channel, go to the Email Campaigns > Settings > Delivery Channels section. Click on the ‘Add Delivery Channel’’ button.

2. From the popup, you can type the delivery channel name. This name could be the name of the ESP for easy access. For example, ‘MailGun ESP’.

3. Click on ‘Add’ to add new delivery channels to the list. From the channel row, click on ‘Settings’ to access the channel settings and add integration configurations.

Note: The channel status will be ‘Disabled’ until the setting is completed and validated.

4. Once you click on ‘Settings’ you will be taken to the Settings page as shown below. For Email Delivery Channels, this Settings page contains 4 different tabs:

(1). Global: this general setting contains the channel name and an important button - ‘Validate Channel Settings’ - which can be used to check if all the settings are done correctly. Also, it contains ‘Delete Channel’ which is used to delete the channel.

If you would like to validate the channel setting, click on the ‘Validate Channel Settings’ button and you can see a checkbox that will either green for ‘OK’ or red for ‘Not OK’ next to each tab as shown below (this will help you guide through each tab to make setting up a delivery channel easier).

(2). Integration: in this tab, you can choose what ‘ESP’ you would like to set up the integration for. For Email Delivery Channels we have these ESPs :
1. SendGrid
2. MailGun
3. PostMark
4. MailJet
5. AmazonSes
6. SendInBlue

7. SparkPost

8. SocketLabs

9. JangoMails

You can choose the one you need. Note that each of these will have its own setting and params that will need to be filled and validated. For this example, we will choose ‘MailGun’ from Select ESP Options.

(1). Required fields for MailGun
(2). Instructions about MailGun API that you need to follow in order to get the required params.

  • Once you put the correct Domain and API Key as shown below, click on ‘Save’. If everything went through you should get a message of success.

(3). From / Reply Emails: In this tab, you can choose to add ‘From / Reply to Email Addresses.’ In order to add a new one click on ‘Add Email’. From the popup type From Name and From Email and click on ‘Add’.
Note: Make sure that you have a valid email address and it's verified by the ESP.

Once your email is added, you can click on ‘Set As Default’ to make that email default.

(4). Speed Limitations: This is an optional tab that has 2 settings: ‘Enable Global Speed Limitation’ or ‘Enable Per Domain Speed Limitation’. Enable Global Speed Limitation is how many emails you want to send per month at what speed per second. Enable Per Domain Speed Limitation gives you an option to enable speed of sending based on the email domains. See screenshot below SMS Campaign Delivery Channel

SMS Campaign Delivery Channel
5. To create an SMS delivery channel, go to SMS Campaigns > Delivery Channels. Click on ‘Add Delivery Channel’’

6. From the popup, you can type the delivery channel name. This name could be the name of the ESP for easy access. For example, ‘OpenMarket

7. Click on ‘Add’ to add a new delivery channel to the list. From the channel row, click on ‘Settings’ to access the channels setting and add integration configurations.

Note: The channel status will be ‘Disabled’ until the setting is completed and validated.

8. Once you click on ‘Settings’ you will be taken to the Settings page as shown below. For Email Delivery Channels, this settings page contains 3 different tabs:

(1). Global: This is general setting contains the channel name and an important button ‘Validate Channel Settings’ which can be used to check if all the settings are done correctly. Also, it contains ‘Delete Channel’ this is used to delete the channel.

(2). Integration: In this tab, you can choose what ‘ESP’ you would like to set up the integration for. For SMS Delivery Channels we have these ESPs :

  • OpenMarket

  • ZipWhip

You can choose the one you need. Note that each of these will have its own setting and params that need to be filled and validated. For this example, We will choose ‘OpenMarket’ from Select ESP Options.

Once you put the correct params and click on ‘Save’ you should get a message of success like below.

(3). Sender IDs: Sender IDs in SMS could have 4 different types depending on the number you want to send your SMS from. These types are:

  • Alphanumeric ( mostly of EU numbers)

  • Long Number ( US long number)

  • Toll-Free ( US Toll-free numbers)

  • Short Code ( Shortcodes 5-6 digits)

  • ESP Sender / Routes ( Special case when ESP chooses the sender for you)

You can choose to add a sender ID based on the provider you integrated with. For example, OpenMarket might provide you with either a toll-free number or shortcode.

  • To Add a sender group, click on ‘Add Send Group’ as shown below

A popup will show up as seen below:

  • Type the sender group name

  • Choose what is the sender type is, for example, ‘Short Code

  • Type Sender ID, for example for shortcode could be ‘12345

  • Choose Unsubscribe List for OptOut’. If you keep the first option without you choosing an unsubscribe list, ‘Create New: “{Group_Name_OptOut]”’ this system will create an unsubscribe list for you and attach it to the sender ID number.

Note: All unsubscribed phone numbers will be moved to that unsubscribe list once the user chooses to opt-out.

  • Click on ‘Add’ to add the new Sender ID

You have the ability to modify the messages sent when the user sends any of ‘System Default Keywords’ by clicking on ‘Keywords Setup

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