Documentation Index

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Transactional Email Channel Setup

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The Transactional Email Setup Wizard guides you through the essential steps required to prepare your Insider One Email account for secure, high-deliverability sending. Each step helps ensure that your domains, infrastructure, and sender identity are configured correctly, so your transactional emails are trusted by inbox providers and reliably reach your users.

The wizard is designed to be simple and structured. You will move through a set of guided configuration steps to validate key requirements, including IP routing, domain verification, warm-up planning, and test delivery. Once completed, your account will be fully ready to send transactional emails via Insider's Transactional Email API with confidence.

1. IP Address Assignment

In this step, you'll review your Monthly Email Volume and proceed with the IP Address assignment process. An IP Address will be used to send your transactional emails. Your Monthly Email Volume helps us optimize email deliverability and ensure the setup aligns with your sending needs.

2. Domain Management

In this step, you should submit all the necessary Sender Domains in the Domain Submission step. You can add more than one sender domain. The sender domain should include a unique subdomain and the root domain. DNS records will be generated for each submitted sender domain in the DNS Records Configuration step.

3. Tracking Link Management

In this step, you will configure how links behave in your transactional emails and choose the tracking link experience that best fits your needs. You can choose among unbranded shortened links, branded shortened links, or branded universal links. Each option offers varying levels of branding, behavior tracking, and mobile app experience. Based on your selection, you’ll be guided through the required setup steps, including domain configuration, tracking behavior, and activation.

4. API Generation

In this step, you will generate the Transactional Email API key that your backend uses to authenticate every request it sends to the Transactional Email API, and review the example API request generated for your account, including the required headers and payload. The step includes two substeps: Generate API Key and Generated Request Body.

5. Test Email Setup

In this step, you'll trigger a real event from your own platform so your backend calls the Transactional Email API and delivers a test transactional email. This confirms that your sender authentication, domain configuration, API key, and API request are working together under real-world conditions. After completing this step, you will see a summary of your Transactional Email Setup along with additional features available in the Email product.


Once all steps are completed successfully, your Transactional Email channel will be fully configured and ready to use across your Insider One platform. You can then begin sending transactional emails such as order confirmations, password resets, and other event-based messages with full confidence in your deliverability foundation.