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Adding and modifying channels

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 admin role does not have this permission, work with your account representative or customer support to modify your role.

How to add a channel

  1. Navigate to
    Channels > Channels
    via the left navigation bar.

  2. Click
    New Channel
     at far right to reveal a dropdown list.

  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.

.

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.

How to modify a channel

  1. Navigate to
    Channels > Channels
     via the left 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.

In this article

How to add a channel
How to modify a channel

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