Engage Digital | Configuring channels

Last updated on October 26, 2021

Table of contents

When adding a channel, you’ll need to configure the access to the source account. For each channel that you configure, you can specify both general settings and the specific settings for that channel. Adding channels requires the Create a channel permission. If your default administrator role does not have this permission, work with your account representative or customer support to modify your role.

Adding a channel

  1. Navigate to Channels > Channels via the left-hand navigation bar.
  2. Click New Channel at far right to reveal a dropdown menu.
  3. Select the channel you want to add to the platform.
  4. Configure the appropriate settings for the channel.
  5. Click Save.
  6. See the Channels table and verify if messages appear in the Messages column for the channel.
Read this page for general channel settings
For channel-specific settings, select the article under Channel configuration.

Helpful hint!

Note: To completely configure an Engage Messaging channel, after clicking Save, you must go back to its configuration page to finish setting it up. There will be additional settings that you must configure, and those settings will appear only after you create the channel. Be sure to click Save once you have configured the additional settings.

Modifying a channel

  1. Navigate to Channels > Channels via the left-hand navigation bar.
  2. Hover over the existing channel you wish to modify and click on the modify button at the far right.
  3. Configure the appropriate settings for the channel.
  4. Click Save
  5. See the Channels table and verify if messages appear in the Messages column for the channel.
Read this page for general channel settings
For channel-specific settings, select the article under Channel configuration.
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