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
- 01Add the provider type you actually plan to send through, then confirm the route is healthy before you rely on it for a launch.
- 02Keep provider names descriptive so operators can tell pooled, fallback, and primary routes apart.
- 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
- 01Add the sending domain, then work through SPF, DKIM, and DMARC verification until the domain is genuinely ready.
- 02Use the Warmup tab for warmup-specific controls instead of treating the Domains tab as the warmup command center.
- 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
- 01Create sender identities that match the domain and team function you want operators to send from.
- 02Attach reply routing deliberately so campaign replies land in the correct mailbox instead of a generic or unused inbox.
- 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
- 01Use Billing to review the active plan, interval, and any self-serve changes that affect capacity or gated features.
- 02Invite members only when they need workspace access, then confirm their role matches their responsibility.
- 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.