Optional: Add an Email Channel

Note: This article is part of a Quick Start Guide to help you implement your Digital DX environment from scratch.

With omni-channel engagement, Digital DX brings together the digital channels most important to your business, including email, Facebook Messenger, text messaging, and other messaging services, such as WhatsApp.

Note: To use messaging services, other than SMS-based text messaging, you must have a Digital DX AI account as well.

Configure Digital DX to receive, track, and manage emails.

  1. Go to Channels > Email > Email Accounts.
  2. Click Create New.
  3. Select Enable email to activate the email account on the New Email Account page.
  4. On the General page, enter basic account settings such as sender email address and incoming and outgoing server details.
  5. Under Distribution ? Organization, you can set the controls for how emails are distributed and organized.
  6. Under Format and content, set up how emails are encoded and formatted; set up an email footer; select canned messages for use with email.
  7. Save your changes.

Need more info? There's an article about email setup in our Help Center.