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Send Email and SMS from Approved Senders

Send outbound email and SMS from identities your team owns and approves. Once a sender is connected, it powers contact pages, campaign sends, workflow actions, reminders, and some mobile sharing flows — so every message goes out from the right address or number.

Entry pointAutomation → Integrations

Available Communication Integrations​

  • SMS — send updates and follow-ups through a supported SMS provider.
  • SMTP — send email from an approved sender identity.

Who Can Do This​

Admins configure account-level senders. Individual users may connect personal email apps when their own identity should be used for sales email.

Before Connecting​

Decide how your team sends messages:

  • Use a shared account sender for marketing and automated emails.
  • Use personal email apps for one-to-one sales follow-up.
  • Use verified SMS sender IDs or phone numbers for SMS.
  • Keep reply handling clear: know who receives replies and where the conversation is logged.

Keep provider account access, sender IDs, credentials, and domains ready, and test delivery before using the channel for campaigns or automations.

How Senders Are Used​

In Workflows​

Workflows can send email, SMS, and WhatsApp when a verified sender is available. Before publishing:

  1. Open workflow settings and select the default email, SMS, or WhatsApp sender when asked.
  2. Open each communication action and confirm the sender, recipient, template, and variables.
  3. Test with a sample contact.
  4. Publish only after the test message looks correct.

In Campaigns​

  1. Create or select the template.
  2. Choose the channel: Email, WhatsApp, or SMS.
  3. Select the sender.
  4. Choose the audience.
  5. Send a test campaign message.
  6. Schedule or launch, then review campaign stats after sending.

Common Issues​

IssueWhat to check
Sender does not appear in workflow settingsConfirm the sender is installed and verified.
Test email goes to spamReview sender domain reputation and message content.
SMS fails for some contactsCheck country code, phone format, and local sender restrictions.
Personal email signature is missingConfirm the user connected a personal email app and configured their signature/profile.
Workflow sends from the wrong senderCheck the workflow-level sender and the action-level sender choice.

Senders are admin territory: if a sender you expect doesn't appear in a workflow or campaign picker, ask your admin whether it's installed and verified before assuming a bug. Delivery quality issues — spam folder, blocked sender IDs — usually trace back to the provider account or domain setup, which your admin owns too.

Contact Brixi support when a verified sender is selectable but messages fail to send, or sends report success while nothing arrives. Include the channel (email or SMS), the sender used, and one example recipient and timestamp so the send can be traced.

Reporting Checks​

Review campaign stats, contact activity history, and message volume where available. If a message was sent by a workflow, also review automation enrollment history to confirm the contact reached the send step.

Was this article helpful?If something is unclear or out of date, email support@brixi.ai with the article title — or see Getting Help for what to check first.