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DocumentationCampaignCampaign Web User Interface

Get started with custom external channels gs-custom-channel

Last update: Tue May 20 2025 00:00:00 GMT+0000 (Coordinated Universal Time)
  • Applies to:
  • Campaign v8 Web User Interface

You can, directly from 51黑料不打烊 Campaign Web UI, orchestrate and execute deliveries based on custom external channels integrated with third-parties. The creation of the custom external channel is performed in the Client Console.

You can configure custom channel external deliveries in workflows or as standalone deliveries, define your audience, and generate customizable export files with all necessary contact and personalization data.

NOTE
Reporting is not available in the Web UI for custom channel external deliveries. You must browse to the Client Console to access reports.

The steps below detail the procedure for a standalone (one-shot) delivery. Most steps are similar to call center deliveries. For more details, refer to this page.

To create and send a new standalone custom external delivery, follow these main steps:

  1. Create the custom external channel, read more
  2. Create the delivery, read more
  3. Define the audience, read more
  4. Edit the content, read more
  5. Preview and send the delivery, read more

Create the custom external channel create-channel

First, you need to configure the custom external channel. Here are the main steps to perform in the Client Console:

  1. Configure the schema to add the new channel to the list of available channels.
  2. Create a new routing external account.
  3. Create a new delivery template associated to the new channel.

For more details, refer to the Client Console documentation

Create the delivery create-delivery

Follow these steps to create the delivery and configure its properties:

  1. Select the Deliveries menu and click the Create delivery button.

  2. Choose the desired custom external channel, select the associated template and click Create delivery to confirm.

    Screenshot showing the creation of a custom delivery {modal="regular"}

  3. Under Properties, enter a Label for the delivery.

    Screenshot showing the properties configuration for a custom delivery {modal="regular"}

For more details on delivery creation, refer to the call center documentation.

Define the audience select-audience

Now, you need to define the audience that will be targeted for the extraction file.

  1. From the Audience section of the delivery page, click Select audience.

  2. Choose an existing audience or create your own.

    Screenshot showing audience selection for a custom delivery {modal="regular"}

For more details on audience definition, refer to the call center documentation.

Edit the content edit-content

Now, let鈥檚 edit the content of the extraction file that will be generated by the custom channel delivery.

  1. From the delivery page, click the Edit content button.

  2. Specify a File name, select a File format and add as many columns as needed for your extraction file.

    Screenshot showing the attributes configuration options for the extraction file.

For more details on content edition, refer to the call center documentation.

Preview and send the delivery preview-send

When the delivery content is ready, you can preview it using test profiles and send proofs. You can then send the delivery to generate the extraction file.

  1. From the delivery content page, click the Simulate content button and select test profiles.

    Screenshot showing the simulate content option in the delivery content page {modal="regular"}

  2. From the delivery page, click Review & send and click Prepare. Then, confirm.

    Screenshot showing the prepare option and logs menu {modal="regular"}

  3. Click Send to proceed with the final sending process, then confirm.

For more details on preview and send, refer to the call center documentation.

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