Skip to main content

Resources / Documentation

connect-email-and-sms


title: "Connect Email & SMS" order: 12

Connect Email & SMS


Step 1: Connect your email provider

  • Instruction: Go to Settings → Email and connect your SMTP provider or select the built-in integration. Enter credentials and follow prompts to verify the sending domain.
  • Expected: The sending domain shows as verified and the platform can send test emails.
  • Why it matters: Verified domains improve inbox placement and reduce spam filtering.
  • Troubleshooting: If verification fails, check DNS propagation and that SPF/DKIM records were added correctly at your registrar.

Step 2: Add SPF and DKIM records

  • Instruction: Copy the platform-provided SPF and DKIM records and add them to your DNS provider for your sending domain.
  • Expected: DNS propagation completes and the platform reports records as valid.
  • Why it matters: These records authenticate your messages, improving deliverability and reputation.
  • Troubleshooting: Use DNS lookup tools to confirm records; wait up to 48 hours for propagation.

Step 3: Provision or connect an SMS number

  • Instruction: Go to Settings → SMS and choose a number to provision or connect your SMS provider. Complete any regional registration required.
  • Expected: SMS sending is enabled and opt-in controls are available on forms.
  • Why it matters: Correctly provisioned and compliant numbers reduce blocking and legal risk.
  • Troubleshooting: If messages fail, confirm carrier restrictions and check opt-in settings for the recipient country.

Step 4: Send and validate test messages

  • Instruction: Send a test email and SMS from the settings area to verify sender names, links, and templates.
  • Expected: Test messages are delivered and render correctly on devices.
  • Why it matters: Tests catch formatting and link errors before sending to customers.
  • Troubleshooting: If tests fail, review provider credentials, sending quotas, and message content for blocked links.

What success looks like

  • Verified sending domain and passing SPF/DKIM checks.
  • Test emails and SMS arrive and render correctly.
  • Low bounce and complaint rates in initial campaigns.
Back to Documentation