Email Hubs

With this guide, you will learn how to create and configure an Outbound Email Hub that you can use in your campaigns to automate and improve customer service quickly and easily. Let's get started!

Before You Begin!

Before creating the Outbound Hub, you will need to meet the following requirements:

• Have a campaign created.
• Have the Email channel activated and configured.
• Have a working Email connector created.

How to Create the Outbound Hub?

Is everything ready? Let's begin creating the Outbound Hub! It’s very simple and requires basic configuration.

1. First, go to the Admin Menu and access the Automation module.

Once here, click the "New" button located at the top right corner.

2. This form will appear where you must complete the required information. Below is an explanation of each of the tabs and their respective fields.

Once you select the channel, several tabs will appear, where you can make modifications or keep the default settings.

How to Configure the Hub?

Below are the configurations you can make.

Basic

In this tab, you must enter and configure the basic information of the Hub.

• Enabled: Here you can enable or disable the Outbound Hub. It can only function if enabled.
• Name: This is the name that identifies the Outbound Hub.
• Campaign: Here you must select the campaign you wish to associate with the Outbound Hub. Only campaigns with at least one activated channel and a connector configured will appear. In this case, the campaign must have the Email channel activated and configured with a connector.
• Channel: Depending on the selected campaign, the channels enabled and configured for that campaign will appear. For this case, we need to select Email.

IMPORTANT

Once the Hub is created, you will not be able to modify any parameters in the Basic tab.

Configuration

• Template: Here you can select an existing email template from the campaign to send to the clients. If you don’t want to use a template, you can directly enter the message to be sent to the clients in the list.
• Subject: Indicates the subject to be sent in the emails.

How to create an email template?

Schedule

• Custom Schedule: In this tab, you can create a custom schedule for the Hub. If you keep the default setting without a custom schedule, the Hub will operate 24/7.

Learn more about custom schedules