How to add a channel?

Adding a channel allows you to start sending messages through your chosen communication platform, whether it’s SMS, Viber, or another supported channel. In this guide, we’ll walk you through the steps to add a channel, configure its settings, and make it ready for use in broadcasts and automations.

By the end of this guide, you’ll know how to:

• Add a new channel to your account
• Configure sender details and credentials
• Set up default senders for streamlined messaging
• Use the channel in campaigns and automations

How to add an SMS / Viber channel 

1. Go to Marketing Hub – Open your Marketing Hub and navigate to the Channels tab.
2. Choose the desired tab SMS or Viber (depends on which channel you want to set up)
3. Click Add new sender

1. Add new sender - Enter a Settings Name to help you easily recognize this sender later. Then, select a vendor from the dropdown list. The available vendors are those already pre-integrated with the platform, so you can quickly connect and continue with the setup.

(If you’re not using any vendor at the moment, feel free to reach out to us and we’ll be happy to help.)

Once you select the vendor you’ll be using, enter the details provided by your vendor, such as the base URL, username, and password, etc.

Once added, the channel will be available for use across campaigns, automations, and customer journeys. Make sure to test the channel to confirm that messages are delivered correctly.

Adding a Viber channel follows the same steps—just make sure you select the Viber tab.

How to add an email channel

Before you can start sending emails, DNS records must be added to your domain. This is a required first step that allows email providers to recognize and trust emails sent from your domain.

The DNS records will be provided by us during the setup process. All you need to do is share them with your IT team or domain provider and have them added to your domain settings.

After the DNS records are added and verified, the next step is to add the email channel directly in the platform, to so you’ll follow next steps:

1. Go to Marketing Hub – Open your Marketing Hub and navigate to the Channels tab.
2. Choose the tab Email
3. Click Add new sender

1. Add new sender - Enter a Settings Name to help you easily recognize this sender later. Then, select a domain sender name as well as the sender email, like that recipients will have the understanding form whom emails are coming from.

How to add a push notification channel 

1. Navigate to Marketing Hub > Channels and select the Push tab.
2. Click Add New Sender.

1. Enter a Settings Name to easily identify this sender.
2. Add your Push Topics by typing each topic and pressing Enter. These topics will be used to organize and target your push notifications.

1. Upload a JSON file containing your configuration for Firebase integration.
2. Click Save to complete the setup.

Once added, your Push Notification channel will be available for use in campaigns and automations. Test the channel to ensure notifications are delivered correctly.

FAQ:

• Q: Can I add multiple channels? 
  A: Yes, you can. If you have multiple channels set up, you’ll be able to choose which one to use from a drop-down menu when creating a broadcast or automation. If no channel is selected, the default one will be used.

• Q: How to change the default sender?

1. Navigate to Marketing Hub > Channels.
2. Select the tab for the channel where you want to change the default sender.
3. Locate the sender you want to set as default and toggle the bar to mark it as the default sender.

Once updated, this sender will be used automatically. You can have only one default sender per channel, which means the previously set default sender will no longer be the default.

• Q: What happens if DNS records are not added?

  A: Emails may fail to send or end up in spam. DNS records must be added before using email channel.

• Q: Can I edit channel details after adding them?

  A: Yes, you can update channel settings, senders and topics at any time via Marketing Hub > Channels tab.

• Q: Can I remove channels once added?

  A: Yes, channels can be removed from the platform if no longer needed.

• Q: What is the default daily email limit?

  A: The default daily limit iz 50.000 emails. However, this limit can be adjusted to better suit the client's specific needs. 

• If you want to check your current daily email limit, you will go to Marketing hub > Channels > Email > Email reputation.