Delivery setup

Configure the sending rail in Settings.

This manual covers the Settings area: providers, domains, warmup, connected inboxes, sender identities, billing, and team access.

Goal
Build a delivery rail that is ready before campaigns go live.
Best for
Workspace owners and operators responsible for infrastructure, identity, billing, or access control.
Outcome
A workspace with verified sending paths, clear sender routing, and the right user access.

Section 1

Connect providers

Providers are the outbound rail that actually delivers messages.

Surfaces

Settings > Providers

How to use it

  1. 01Add the provider type you actually plan to send through, then confirm the route is healthy before you rely on it for a launch.
  2. 02Keep provider names descriptive so operators can tell pooled, fallback, and primary routes apart.
  3. 03Review quota and health indicators in Overview and Reports after setup so you can spot weak routes early.

Operator notes

  • Provider capacity and availability still depend on the external rail you connected.
  • Free and paid workspaces may expose different delivery options depending on the active plan and admin access.

Section 2

Verify domains and manage warmup

Domain health and warmup state influence how safely you can scale sending volume.

Surfaces

Settings > Domains · Settings > Warmup

How to use it

  1. 01Add the sending domain, then work through SPF, DKIM, and DMARC verification until the domain is genuinely ready.
  2. 02Use the Warmup tab for warmup-specific controls instead of treating the Domains tab as the warmup command center.
  3. 03Check that inbox connections, warmup sessions, and current warmup stage align before increasing send volume.

Operator notes

  • Warmup is operationally separate from the bare domain record. A verified domain is necessary, but it does not mean the domain is warmed or ready for higher volume by itself.

Section 3

Sender identities and reply routing

Sender identity controls the visible From identity, and connected inboxes control live reply handling.

Surfaces

Settings > Sender identities · Settings > Connected inboxes

How to use it

  1. 01Create sender identities that match the domain and team function you want operators to send from.
  2. 02Attach reply routing deliberately so campaign replies land in the correct mailbox instead of a generic or unused inbox.
  3. 03Use connected inboxes when the team needs reply handling, follow-up, or warmup inbox participation.

Operator notes

  • Sender identity, reply routing, and domain health should be reviewed together before launch.

Section 4

Billing, seats, and user management

Plan level and membership determine what the workspace can do and who can operate it.

Surfaces

Settings > Billing · Settings > Users

How to use it

  1. 01Use Billing to review the active plan, interval, and any self-serve changes that affect capacity or gated features.
  2. 02Invite members only when they need workspace access, then confirm their role matches their responsibility.
  3. 03Keep owners and admins limited to the operators who really need billing or infrastructure authority.

Operator notes

  • Feature access can be plan-aware. If a screen or action seems unavailable, verify both the active plan and the current role.