TABLE OF CONTENTS

Setup Email
Setup Phone
Forward Phone Calls
Contact a Contact
Contact Bulk Contacts

Setup Email #

Ensure your messages land in inboxes, not spam folders. Here’s a simple way to set up your email service:

• Navigate to Settings > Email Services.
  
• Click Dedicated Domain and IP.
  
• Click Create Dedicated Domain.
  
  
  
• Click Add Domain.
  
  
  
• Enter a subdomain prefix along with your owned domain (e.g., lc.mydomain.com).
  
• Click Add & Verify.
  
  
• Configure DNS records according to your registrar’s instructions.
  
• Click Verify Records.
  
• Add the additional TXT record provided.
  
• Click Verify Domain.
  
• Customize your headers by clicking the 3-dot action menu and selecting Set Headers.
  
  
  
• Enter your details (From Name, From Email).
  
• Click Save.
  
  
  

Learn More:

• Email Services Configuration – Reply & Forward Settings
  
• Email Sending Guide: Best Practices & Warm‑Up
   
• Sending Priority – From Name & Address
   

Next, you can explore setting up your phone service to enhance your communication capabilities.

Setup Phone #

Want to offer instant, personalized interactions? Add phone numbers swiftly to your platform and be reachable in no time.

• Navigate to Settings > Phone Numbers.
  
• Click Add Number > Add Phone Number.
  
  
  
• Filter numbers by country and area code.
  
• Select your desired phone number.
  
• Click Proceed to Buy.
  
  
  

Learn More:

• How to Purchase a Phone Number in a Sub‑Account 
  
• Regulatory Bundle & Address Creation for Sub‑Accounts 
  
• Phone Number Settings Explained 
  

Next, make sure you’re ready to handle incoming calls efficiently by setting up call forwarding.

Forward Phone Calls #

Stay responsive by directing incoming calls to the number that’s most convenient for you:

• Navigate to Settings > Phone Numbers.
  
• Click the 3-dot action menu next to your phone number.
  
• Click Edit Configuration.
  
  
  
• Enter your preferred forwarding number (e.g., your personal cell).
  
  
  
• Click Save.
  

Next, learn how easy it is to initiate direct communication with individual contacts.

Contact a Contact #

Quickly reach your contacts through their preferred communication channel:

• Navigate to Contacts.
  
• Browse, filter, or search to find the contact.
  
• Open the Contact Card:
  • Call: Click the call connect button (green phone icon in the upper right).
    
  • SMS: Select the SMS tab in the message composer (bottom middle).
    
  • Email: Select the email tab in the message composer (bottom middle).
    
    
    

Next, boost your outreach effectiveness by communicating with multiple contacts simultaneously.

Contact Bulk Contacts #

Maximize your reach efficiently with bulk communications:

• Navigate to Contacts.
  
• Open More Filters.
  
  
  
• Filter your list to target the right audience.
  
  
  
• Select the checkbox next to all desired contacts.
  
  
  
• Choose your bulk action (email, SMS, etc.).
  
  

Learn More:

• Bulk Activities: Sending Bulk SMS via Contacts 
  

Next, continue exploring additional features to refine and enhance your communication strategy!