In this guide, we’ll cover how to activate your campaign channels. A little upfront setup (sender identity, service providers, compliance, and templates) ensures your messages land reliably, stay compliant, and are easy to scale from testing to production.

Below is a quick overview of each channel, followed by the exact setup path to send your first safe test campaign. Do setup and run test campaign in UAT with internal segments and test contacts. Once tested, replicate the same configuration + templates in Production.

Email

Email remains one of the most versatile channels for both lifecycle and marketing communication, great for onboarding, newsletters, product updates, and promotions. In NVecta, you can target specific segments or subscription groups, build content using multiple editors (rich text, drag-and-drop builder, HTML, AMP), run A/B tests, schedule sends, and configure resend options for non-engagers.

There are two ways to set up the email channel pipeline in NVecta.

To decide which setup to follow, go to Settings → Email → Add Service Provider and review the available options in the service provider dropdown. If your preferred provider is listed, you can proceed with the NVecta pipeline setup. If it’s not available, you can configure and use a Private ESP pipeline instead.

1. NVecta pipeline – Email setup

Sender domain → sender emails → service provider

  1. Configure your sender domain

    Set up a custom sending domain in Settings → Email → Sender Domain, add your domain, and complete verification. This improves branding, authentication, and email deliverability.

  2. Add and verify sender email addresses

    Add your sender address(es) (“From” address) in Settings → Channels → Email → Sender Email Address, then verify via the confirmation email.

  3. Add your Email Service Provider (ESP)

    In Settings → Email → Add Service Provider, add the provider you’ll send through by completing the required configuration as prompted.

2. Private pipeline – Email setup

Set private service provider → connect private ESP with NVecta

  1. Set up your private email service provider

    Configure the required setup in your preferred email service provider, such as sender identities, API keys, permissions, and any mandatory authentication or compliance settings.

  2. Connect your private ESP with NVecta

    In Settings → Email → Add Service Provider, select private ESP from the list. Connect your ESP by providing the required details such as Endpoint URL, request type, basic authentication and body type. Once added, set up the delivery tracking configuration as well to receive delivery status reports.

Send your first test broadcast

Once the email pipeline is configured, create and send a test broadcast email to validate your setup. From Campaigns → Create New Campaign → Email, create a broadcast email campaign, select an internal test segment, add your content, review everything carefully, and then send or schedule the campaign (with the option to configure resend if needed).

What to test first: deliverability (inbox vs spam/promotions), links, personalization tokens, unsubscribe behavior, and tracking.

SMS