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Set up Email

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Connect an email sending provider and configure your sender identity. Active Reach supports a managed path (we handle infrastructure) and a BYOM path (bring your own ESP).

Email is a workspace-scoped channel. DKIM, SPF, and the verified sending domain are all bound to one brand at the ESP — there is no org-tier email channel. Delivery webhooks back from the ESP echo workspace_id via SendGrid custom_args (or the equivalent envelope field on each provider) so receipts land on the right workspace’s timeline.

Before you start

You’ll need:

  • Admin access to your Active Reach workspace
  • For BYOM: API credentials from your email provider
  • For BYOM: a verified sending domain on your ESP

Choose your path

PathWhat it meansSetup timeBest for
ManagedActive Reach provisions sending infrastructure, configures SPF/DKIM/DMARC for you, and warms up your IP1-3 daysTeams without an existing ESP
BYOMConnect your own SendGrid, Mailgun, Infobip, SMTP, or MSG91 account5 minutesTeams with established sender reputation

Managed setup

Choose “Active Reach-Managed”

Go to Settings → Channels → Email → Setup under your workspace (/dashboard/{workspaceSlug}/settings/channels). Select Active Reach-Managed (the recommended option). SPF, DKIM, and DMARC are configured for you and you get a dedicated onboarding call.

Provide business information

Fill in:

  • Company name and website
  • Contact email (for the onboarding team to reach you)
  • Sending domain (e.g., mail.yourbrand.com) — this is the domain your emails will send from
  • Industry vertical (Retail, E-Commerce, F&B, Healthcare, etc.)
  • Expected monthly volume (under 10k / 10k–100k / 100k–1M / 1M+)
  • Use case — briefly describe what you’ll be sending

Configure your sender identity

Set up how your emails appear to recipients:

  • From name — the display name (e.g., “Acme Store”)
  • From email — must be on your sending domain
  • Reply-to email (optional) — defaults to your from-email
  • Fallback toggle — if enabled, Active Reach falls back to MSG91 if your ESP is temporarily unavailable

Wait for domain provisioning

After submitting, Active Reach provisions your sending domain. You’ll see a status page that polls every 15 seconds:

  1. Pending — awaiting review by the onboarding team
  2. Domain setup — DNS records issued for you to add
  3. Domain verified — records confirmed, activating
  4. Active — email channel is live

When DNS records appear, add them to your domain registrar:

  • SPF record
  • DKIM record (two CNAME entries)
  • DMARC record
  • Optional: BIMI record for brand logo in inboxes

Click Confirm DNS Added once you’ve set them up. Verification typically completes within minutes.

You’re done

Your email channel is active. Head to Engage → Campaigns → New campaign and select Email.

BYOM setup

Choose “Bring Your Own Messaging (BYOM)”

On the setup page, select BYOM. You manage DNS, deliverability, and bounce handling.

Select your provider

Pick from the available ESPs:

  • SendGrid — the most popular option
  • Mailgun — strong API, flexible routing
  • Infobip — global delivery with detailed analytics
  • Custom SMTP — any SMTP-compatible service
  • MSG91 — India-focused transactional email

Enter credentials

Fields vary by provider:

ProviderRequired fields
SendGridAPI key (must start with SG.)
MailgunAPI key + sending domain + region (US/EU)
InfobipAPI key + base URL (optional)
Custom SMTPHost, port (1–65535), username, password, TLS toggle
MSG91Auth key + domain

Credentials are validated live — the wizard tests connectivity before letting you proceed. Stored encrypted at rest.

Configure your sender identity

Same as managed: set your from-name, from-email, reply-to, and fallback toggle.

Your from-email must be on a domain verified with your ESP. If you haven’t verified a domain yet, do that in your ESP dashboard first.

Send a test email

Enter a recipient email and hit Send test. The wizard sends a real email through your ESP and confirms delivery.

You can skip this step, but testing is strongly recommended before launching campaigns.

You’re done

Your email channel is active with your BYOM provider. The summary shows your provider, from address, and test status.

What’s next

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