Getting Started - Setup Email, Phone, and SMS

Ready to amplify your customer communications? Connect your email, SMS, and phone services effortlessly and start engaging your audience on their favorite channels. Boost your response rates and customer satisfaction in just minutes.

TABLE OF CONTENTS

• Setup Email
• Setup Phone
• Forward Phone Calls
• Contact a Contact
• Contact Bulk Contacts

Setup Email

Ensure your messages land in inboxes, not spam folders. Here's a simple way to set up your email service:

• Navigate to Settings > Email Services.
  
  
• Click Dedicated Domain and IP.
  
  
• Click Create Dedicated Domain.
  
  
  
  
• Click Add Domain.
  
  
  
  
• Enter a subdomain prefix along with your owned domain (e.g., lc.mydomain.com).
  
  
• Click Add & Verify.
  
  
  
• Configure DNS records according to your registrar's instructions.
  
  
• Click Verify Records.
  
  
• Add the additional TXT record provided.
  
  
• Click Verify Domain.
  
  
• Customize your headers by clicking the 3-dot action menu and selecting Set Headers.
  
  
  
  
• Enter your details (From Name, From Email).
  
  
• Click Save.
  
  
  
  

Learn More:

• Email Services Configuration – Reply & Forward Settings
  
  
• Email Sending Guide: Best Practices & Warm‑Up
   
• Sending Priority – From Name & Address
   

Next, you can explore setting up your phone service to enhance your communication capabilities.

Setup Phone

Want to offer instant, personalized interactions? Add phone numbers swiftly to your platform and be reachable in no time.

• Navigate to Settings > Phone Numbers.
  
  
• Click Add Number > Add Phone Number.
  
  
  
  
• Filter numbers by country and area code.
  
  
• Select your desired phone number.
  
  
• Click Proceed to Buy.
  
  
  
  

Learn More:

• How to Purchase a Phone Number in a Sub‑Account 
  
  
• Regulatory Bundle & Address Creation for Sub‑Accounts 
  
  
• Phone Number Settings Explained 
  
  

Next, make sure you're ready to handle incoming calls efficiently by setting up call forwarding.

Forward Phone Calls

Stay responsive by directing incoming calls to the number that's most convenient for you:

• Navigate to Settings > Phone Numbers.
  
  
• Click the 3-dot action menu next to your phone number.
  
  
• Click Edit Configuration.
  
  
  
  
• Enter your preferred forwarding number (e.g., your personal cell).
  
  
  
  
• Click Save.
  
  

Next, learn how easy it is to initiate direct communication with individual contacts.

Contact a Contact

Quickly reach your contacts through their preferred communication channel:

• Navigate to Contacts.
  
  
• Browse, filter, or search to find the contact.
  
  
• Open the Contact Card:
  • Call: Click the call connect button (green phone icon in the upper right).
    
    
  • SMS: Select the SMS tab in the message composer (bottom middle).
    
    
  • Email: Select the email tab in the message composer (bottom middle).
    
    
    
    

Next, boost your outreach effectiveness by communicating with multiple contacts simultaneously.

Contact Bulk Contacts

Maximize your reach efficiently with bulk communications:

• Navigate to Contacts.
  
  
• Open More Filters.
  
  
  
  
• Filter your list to target the right audience.
  
  
  
  
• Select the checkbox next to all desired contacts.
  
  
  
  
• Choose your bulk action (email, SMS, etc.).
  
  
  

Learn More:

• Bulk Activities: Sending Bulk SMS via Contacts 
  
  

Next, continue exploring additional features to refine and enhance your communication strategy!