Getting Started - Setup Email, Phone, and SMS
This guide walks you through setting up Email, Phone, and SMS inside Revo Digital, so you can manage all communications from one platform. By completing these configurations, you'll be able to send authenticated emails, make and forward calls, and send both individual and bulk SMS messages.
Table of Contents
Setup Email
Setting up a dedicated email domain ensures better inbox placement, higher deliverability, and a stronger sender reputation.
Navigate to Settings → Email Services.
Click Dedicated Domain and IP.
Click Add Domain.
Enter your subdomain (for example, mail.yourdomain.com) and click Add & Verify.
Follow the on-screen DNS record instructions from your registrar.
Click Verify Records once the updates are complete.
Click the three-dot menu → Set Headers.
Enter your From Name and From Email, then click Save.
Your email setup is now complete and ready for verified sending.
Setup Phone
Adding a phone number allows you to make and receive calls directly from within Revo Digital.
Go to Settings → Phone System and click Add Number → Add Phone Number.
Filter numbers by Country or Area Code.
Choose your preferred number.
Click Proceed to Buy.
Your number will appear under Manage Numbers once added.
Forward Phone Calls
Forwarding ensures incoming calls are automatically redirected to a number of your choice.
Navigate to Settings → Phone Numbers.
Click the three-dot menu → Edit Configuration.
Enter the number where calls should be forwarded.
Click Save.
Your call forwarding setup is now active.
Contact a Contact
Easily reach individual contacts from their profile using SMS, Email, or Phone.
Navigate to Contacts.
Select the contact you wish to reach.
Use the message composer tabs to select SMS, Email, or Phone.
Compose your message and hit Send.
Send Bulk SMS
Bulk SMS lets you send one SMS message to multiple contacts simultaneously. It's ideal for marketing campaigns, service notifications, or time-sensitive updates.
Go to Contacts and use the checkboxes to select the recipients for your message.
Click the SMS icon in the top menu bar to open the Bulk SMS setup window.
From the From Phone Number dropdown, choose the number to send from.
Type your custom message or select a saved template from SMS Templates. You can personalize messages using custom fields.
Choose a delivery method: Send All at Once, Send at Scheduled Time, or Send in Drip Mode.
Click Send SMS to submit your campaign.
Go to Contacts → Bulk Actions to view campaign status and performance metrics.
Drip Mode sends messages in smaller batches for improved pacing and deliverability. You can configure batch size, delay between batches, sending days, and time windows.
Frequently Asked Questions
Q: What happens if I don't select a 'From' phone number? — The system uses the last number used for that contact or defaults to the account's primary number.
Q: Can I cancel a scheduled bulk SMS? — Sent messages cannot be canceled. Contact Support immediately for help with scheduled or drip sends.
Q: How does Drip Mode handle time zones? — Drip Mode uses your account's local time zone.
Q: Will unsubscribed contacts receive messages? — No. Revo Digital automatically excludes unsubscribed or DND contacts to maintain compliance.
Q: Can I track failed messages? — Yes. Go to Bulk Actions → Show Stats for detailed error reports.
Q: Can I use the same number for calls and SMS? — Yes, as long as the number is enabled for both.
Q: Why verify my email domain? — A verified domain ensures better inbox placement and prevents spam issues.