Admin Overview
The Admin section covers everything an Org Admin needs to set up, configure, and maintain Outreach for their organisation. This includes requesting product access, configuring delivery channels, and managing verified senders.
What Org Admins Manage
| Area | What you do |
|---|---|
| Product access | Request Outreach for your organisation, and cancel access if needed |
| SMS channel | Configure Twilio Auth Token and Messaging Service SID |
| Email channel | Configure SendGrid API Key, verified domains, and verified sender email addresses |
Typical Setup Flow
Setting up Outreach for the first time follows this sequence:
- Request access: submit an Outreach access request from the product landing page
- Wait for activation: the NeonNow team reviews and activates your subscription
- Configure channels: set up SMS (Twilio) and/or Email (SendGrid) credentials
- Verify senders (Email only): add verified domains and/or sender email addresses
- Confirm readiness: once a channel is configured, campaigners can start creating campaigns
How Configuration Affects Campaigns
Campaigners cannot create or run campaigns until the appropriate channels are configured. The table below summarises what campaigners can do based on the current configuration state:
| Configuration state | What campaigners can do |
|---|---|
| No channels configured | Cannot create any campaigns. The delivery channel options in the campaign wizard are disabled. |
| SMS configured (valid Twilio Auth Token) | Can create and run SMS campaigns. Email remains unavailable. |
| Email partially configured (valid SendGrid API Key, no verified senders) | Can start creating an email campaign, but cannot progress past the delivery channel step in the wizard. |
| Email fully configured (valid API Key + at least one verified sender) | Can create and run Email campaigns. |
| Both channels configured | Can create and run both SMS and Email campaigns. |
Campaigners cannot access Settings to resolve configuration issues themselves. If a channel is unavailable or a campaigner cannot finish a campaign, they should contact their Org Admin to check the configuration.
Settings Page
All Outreach configuration is found under Outreach → Settings in the sidebar. The settings page is divided into sections:
- SMS: Twilio integration settings
- Email: SendGrid integration, domains, and senders Only Org Admins can access the Settings page. Campaigners do not have access to any configuration settings.
Guides in This Section
- Requesting Access. How to enable Outreach for your organisation
- SMS Configuration. Set up Twilio for SMS campaigns
- Email Configuration. Set up SendGrid for email campaigns
- Domains and Senders. Verify domains and sender email addresses