Prepare your marketing channels

In this guide, we’ll cover how to activate your campaign channels. A little upfront setup (sender identity, service providers, compliance, and templates) ensures your messages land reliably, stay compliant, and are easy to scale from testing to production.

Below is a quick overview of each channel, followed by the exact setup path to send your first safe test campaign. Do setup and run test campaign in UAT with internal segments and test contacts. Once tested, replicate the same configuration + templates in Production.

Email

Email remains one of the most versatile channels for both lifecycle and marketing communication, great for onboarding, newsletters, product updates, and promotions. In NVECTA, you can target specific segments or subscription groups, build content using multiple editors (rich text, drag-and-drop builder, HTML, AMP), run A/B tests, schedule sends, and configure resend options for non-engagers.

There are two ways to set up the email channel pipeline in NVECTA. To decide which setup to follow, go to Settings → Email → Add Service Provider and review the available options.

1. NVECTA Pipeline – Email Setup

NVECTA also offers services as email service provider. If you want to use our services as your preferred email service provider, contact [email protected]. Once enabled by the support team, NVECTA service provider will be available at Sender domain → Sender emails.

Configure your sender domain: Add custom sending domain in Settings → Email → Sender Domain and complete DNS verification by adding the required SPF, DKIM, and DMARC records. This improves branding, authentication, and email deliverability.
Add sender email addresses: Add your sender address(es) (From address) in Settings → Channels → Email → Sender Email Address.

2. Third-Party Provider Pipeline – Email Setup

If you prefer to use a third-party email service provider, follow this setup path:

Configure your sender domain: Set up a custom sending domain in Settings → Email → Sender Domain, add your domain, and complete verification. This improves branding, authentication, and email deliverability.
Check listed providers: Go to Settings → Email → Add Service Provider and review the list of available third-party providers. If your preferred provider is listed, select it and complete the required configuration as prompted.
Add private ESP (if not listed): If your preferred provider is not available in the list, select Private ESP from the options. Connect your ESP by providing the required details such as Endpoint URL, request type, basic authentication, and body type. Once added, set up the delivery tracking configuration to receive delivery status reports.

Send your first test broadcast

Once the email pipeline is configured, create and send a test broadcast email to validate your setup. From Campaigns → Create New Campaign → Email, create a broadcast email campaign, select an internal test segment, add your content, review everything carefully, and then send or schedule the campaign (with the option to configure resend if needed).

What to test first: deliverability (inbox vs spam/promotions), links, personalization tokens, unsubscribe behavior, and tracking.

SMS

SMS is the most direct channel for time-sensitive communication such as OTPs, order or delivery updates, appointment reminders, and urgent alerts. It typically delivers fast visibility and quick actions, but it requires careful compliance setup (especially in India via DLT). NVECTA supports SMS provider integrations, tracking, personalization tokens, scheduling, and testing.

SMS setup: DLT compliance → NVECTA/private pipeline → first test SMS campaign

1. Complete DLT registration and compliance (India)

If you’re sending to Indian numbers, you’ll need DLT registration (entity, header/sender ID, templates, and the approved Template ID). The reference guide also covers PEM chain mining (PE–TM binding) and using the approved DLT Template ID in campaigns.

2. Preferred SMS channel pipeline

There are two ways to set up the SMS sending pipeline in NVECTA.

› NVECTA Pipeline – SMS Setup

NVECTA also offers services as SMS service provider. If you want to use our services as your preferred SMS service provider, contact [email protected]. Once enabled by the support team, NVECTA SMS service provider will be available in Settings → SMS → Service Provider.

› Third-Party Provider Pipeline – SMS Setup

If you prefer to use a third-party SMS service provider:

Check listed providers: Go to Settings → SMS → Add Service Provider and review the list of available third-party SMS providers. If your preferred provider is listed, select it and complete the required configuration as prompted.
Add private SMS provider (if not listed): If your preferred provider is not available in the list, select Private SMS Service Provider and manually add the required configuration details, including the endpoint URL, request type, authentication method, and body format. After setup, configure delivery tracking to receive SMS delivery status reports.

3. Create SMS campaign

Now create and send your first SMS campaign. Try sending SMS too among your internal team so you can safely validate compliance and delivery. From Campaigns → Create New Campaign → SMS, create a broadcast SMS campaign, select an internal test audience, add your message content (including the approved DLT Template ID where required), enable tracking, review the details carefully, and then send or schedule the campaign.

What to test first

DLT template matching, delivery status, link (click/conversion) tracking, and personalization tokens.

WhatsApp is a high-engagement conversational channel commonly used for support, transactional updates, and opt-in marketing. For broadcast WhatsApp campaigns, message templates are a key prerequisite and must be created (and typically approved) before use. NVECTA supports WhatsApp service provider integrations (including private providers), templates, tracking, and campaign scheduling.

WhatsApp setup: Service Provider → Templates → First test campaign

1. Preferred WhatsApp channel pipeline

There are two ways to set up the WhatsApp channel pipeline in NVECTA.

› NVECTA Pipeline – WhatsApp Setup

NVECTA also offers services as WhatsApp service provider. If you want to use our services as your preferred WhatsApp service provider, contact [email protected]. Once enabled by the support team, NVECTA WhatsApp service provider will be available in Settings → WhatsApp → Service Provider.

› Third-Party Provider Pipeline – WhatsApp Setup

If you prefer to use a third-party WhatsApp service provider:

Check listed providers: Go to Settings → WhatsApp → Add Service Provider and review the list of available third-party WhatsApp service providers. If your preferred provider is listed, select it and complete the required configuration as prompted.
Add private WhatsApp provider (if not listed): If your preferred provider is not available in the list, select Private WhatsApp Service Provider and connect it by adding the required API details, such as the endpoint URL, authentication credentials, and message configuration settings.

2. Create WhatsApp templates

Create templates from Campaigns → Templates → WhatsApp Templates, choose category (authentication/utility/marketing), and configure the template for later use in campaigns.

3. Send a test WhatsApp campaign

Create a WhatsApp campaign from Campaigns → Create Campaign → WhatsApp, select internal recipients, choose an approved template, review, then send/schedule.

What to test first

Variable substitution (name/city/etc.), link tracking, and replies/engagement.

Whats Next:

Once your basic setup, tracking implementation, and marketing channel configuration are complete, your product and marketing teams can begin actively using NVECTA.

Teams can start by exploring the analytics dashboard to understand user behavior and engagement patterns, and then use these insights to create relevant campaigns across the configured channels, bringing your data into action. They can also build user segments based on behavior and attributes, and use those segments to run personalized campaigns.

With NVECTA’s automated journeys, teams can design workflows that target users at the right moments using a simple drag-and-drop editor, enabling fully automated and consistent omnichannel experiences. This allows marketing, product, and analytics teams to move from one-off campaigns to continuous, behavior-driven engagement.

Before diving deeper into these advanced capabilities, it’s important to focus on tool adoption. This next step is to train your teams on how to use the platform effectively, setting clear usage expectations, enabling self-serve learning, and ensuring NVECTA becomes part of regular workflows across marketing, product, and analytics teams.