User
Channels
Screen guide
Before you start
Use the account and workspace that own the relevant records. The feature also needs to be enabled for this installation and plan.
Open this feature
- Open /portal/channels on your site.
Steps
Choose a task
Use Save changes
- Open /portal/channels on your application domain, using the workspace account for this task.
- Find the form containing Account name, Team notes. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
- Select Save changes. Check the current record, recipients, amount or destination before confirming when those values apply.
- If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.
| Field | What to enter or choose |
|---|---|
| Account name | Required. Enter the account name for this task, using the help or example shown by the form. Maximum 255 characters. |
| Team notes | Optional unless the current form requests it. Enter the team notes for this task, using the help or example shown by the form. Maximum 2000 characters. |
Use Connect :platform
- Open /portal/channels/connect on your application domain, using the workspace account for this task.
- Select the intended record or item first and review its displayed values. There is no separate input form described for this control.
- Select Connect :platform. Check the current record, recipients, amount or destination before confirming when those values apply.
- If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.
Use Filtering...
- Open /portal/channels on your application domain, using the workspace account for this task.
- Find the form containing Account status, Select :name. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
- Select Filtering.... Check the current record, recipients, amount or destination before confirming when those values apply.
- If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.
| Field | What to enter or choose |
|---|---|
| Account status | Choose All statuses, Needs attention, Enabled, Paused, OAuth, Manual. |
| Select :name | Enter the select :name for this task, using the help or example shown by the form. |
Create or update: Delete selected / Reviewing...
- Open /portal/channels on your application domain, using the workspace account for this task.
- Find the form containing Select :name. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
- Use the button shown for the current state: Delete selected, Reviewing.... Creation and editing can show different labels; submit the form once.
- If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.
| Field | What to enter or choose |
|---|---|
| Select :name | Enter the select :name for this task, using the help or example shown by the form. |
Create or update: Reconnect / Opening…
- Open /portal/channels on your application domain, using the workspace account for this task.
- Select the intended record or item first and review its displayed values. There is no separate input form described for this control.
- Use the button shown for the current state: Reconnect, Opening…. Creation and editing can show different labels; submit the form once.
- If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.
Create or update: Test Connection / Testing...
- Open /portal/channels and select the record you want to work with. Its detail/edit address follows /portal/channels/connect/{channel}/setup. Use the application’s record link; do not type a placeholder such as {id}.
- Find the form containing SMTP Provider, SMTP Host, Port. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
- Use the button shown for the current state: Test Connection, Testing.... Creation and editing can show different labels; submit the form once.
- If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.
| Field | What to enter or choose |
|---|---|
| SMTP Provider | Enter the smtp provider for this task, using the help or example shown by the form. Choose your email service provider or custom SMTP. |
| SMTP Host | Required. Enter the smtp host for this task, using the help or example shown by the form. e.g. smtp.example.com Maximum 255 characters. |
| Port | Required. Enter a number in the unit shown by this setting. Check any currency, duration or count label before saving. Common ports: 25, 465, 587 Minimum 1. Maximum 65535. |
| Encryption | Required. Enter the encryption for this task, using the help or example shown by the form. Recommended: TLS |
| Authentication | Required. Enter the authentication for this task, using the help or example shown by the form. |
| Username | Optional unless the current form requests it. Enter the username for this task, using the help or example shown by the form. Maximum 255 characters. |
| Password | Optional unless the current form requests it. Enter the value privately from your account or the service configuration. Do not use sample credentials from a guide. Stored securely. Leave blank to keep the saved password, or enter a new one to replace it. Maximum 8000 characters. |
| From Name | Enter the from name for this task, using the help or example shown by the form. |
| From Email | Enter the intended email address. Use an inbox you control when practicing. |
| Reply-To Email | Enter the intended email address. Use an inbox you control when practicing. |
| System notifications | Enter the system notifications for this task, using the help or example shown by the form. Password resets, alerts and workspace notifications. |
| Email campaigns | Enter the email campaigns for this task, using the help or example shown by the form. Outbound campaigns and newsletter delivery. |
| Automation emails | Enter the automation emails for this task, using the help or example shown by the form. Email steps triggered by automation workflows. |
| Send test email to | Enter the intended email address. Use an inbox you control when practicing. |
Use Send Test Email
- Open /portal/channels and select the record you want to work with. Its detail/edit address follows /portal/channels/connect/{channel}/setup. Use the application’s record link; do not type a placeholder such as {id}.
- Find the form containing SMTP Provider, SMTP Host, Port. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
- Select Send Test Email. Check the current record, recipients, amount or destination before confirming when those values apply.
- If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.
| Field | What to enter or choose |
|---|---|
| SMTP Provider | Enter the smtp provider for this task, using the help or example shown by the form. Choose your email service provider or custom SMTP. |
| SMTP Host | Required. Enter the smtp host for this task, using the help or example shown by the form. e.g. smtp.example.com Maximum 255 characters. |
| Port | Required. Enter a number in the unit shown by this setting. Check any currency, duration or count label before saving. Common ports: 25, 465, 587 Minimum 1. Maximum 65535. |
| Encryption | Enter the encryption for this task, using the help or example shown by the form. Recommended: TLS |
| Authentication | Enter the authentication for this task, using the help or example shown by the form. |
| Username | Optional unless the current form requests it. Enter the username for this task, using the help or example shown by the form. Maximum 255 characters. |
| Password | Optional unless the current form requests it. Enter the value privately from your account or the service configuration. Do not use sample credentials from a guide. Stored securely. Leave blank to keep the saved password, or enter a new one to replace it. Maximum 8000 characters. |
| From Name | Enter the from name for this task, using the help or example shown by the form. |
| From Email | Required. Enter the intended email address. Use an inbox you control when practicing. Maximum 255 characters. |
| Reply-To Email | Enter the intended email address. Use an inbox you control when practicing. |
| System notifications | Enter the system notifications for this task, using the help or example shown by the form. Password resets, alerts and workspace notifications. |
| Email campaigns | Enter the email campaigns for this task, using the help or example shown by the form. Outbound campaigns and newsletter delivery. |
| Automation emails | Enter the automation emails for this task, using the help or example shown by the form. Email steps triggered by automation workflows. |
| Send test email to | Required. Enter the intended email address. Use an inbox you control when practicing. Maximum 255 characters. |
Use Run Test
- Open /portal/channels and select the record you want to work with. Its detail/edit address follows /portal/channels/connect/{channel}/setup. Use the application’s record link; do not type a placeholder such as {id}.
- Find the form containing Channel name, Provider endpoint, Verified sender email. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
- Select Run Test. Check the current record, recipients, amount or destination before confirming when those values apply.
- If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.
| Field | What to enter or choose |
|---|---|
| Channel name | Enter the channel name for this task, using the help or example shown by the form. Use a clear name so your team can identify this channel later. |
| Provider endpoint | Enter the complete address required by this field. For a callback or webhook, copy the URL shown by the running application instead of guessing its path. Optional endpoint, dashboard URL, webhook URL or provider API base URL. The form’s example is https://api.example.com. Replace it with your own value. |
| Verified sender email | Required. Enter the intended email address. Use an inbox you control when practicing. Must be verified by the provider before MarkHub can send campaign email. The form’s example is no-reply. Replace it with your own value. Maximum 255 characters. |
| Sender name | Enter the sender name for this task, using the help or example shown by the form. The form’s example is Your company. Replace it with your own value. |
| API key / token | Required. Enter the value privately from your account or the service configuration. Do not use sample credentials from a guide. Store the credential needed to use this provider. Maximum 8000 characters. |
| API secret | Enter the value privately from your account or the service configuration. Do not use sample credentials from a guide. Use a scoped credential when the provider supports it. |
| Callback URL | Enter the complete address required by this field. For a callback or webhook, copy the URL shown by the running application instead of guessing its path. Use this for inbound events, delivery callbacks or status updates. The form’s example is https://example.com/webhooks/provider. Replace it with your own value. |
| SendGrid webhook public key | Enter the sendgrid webhook public key for this task, using the help or example shown by the form. Paste the PEM public key from the Signed Event Webhook settings. |
| Test recipient | Required. Enter the intended email address. Use an inbox you control when practicing. A real test email will be sent using the credentials above. The form’s example is you. Replace it with your own value. Maximum 255 characters. |
| Test note | Enter the test note for this task, using the help or example shown by the form. Add a short note for this setup test. |
Use Send Test SMS
- Open /portal/channels and select the record you want to work with. Its detail/edit address follows /portal/channels/connect/{channel}/setup. Use the application’s record link; do not type a placeholder such as {id}.
- Find the form containing HTTPS send endpoint, Sender ID, Public provider webhook URL. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
- Select Send Test SMS. Check the current record, recipients, amount or destination before confirming when those values apply.
- If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.
| Field | What to enter or choose |
|---|---|
| HTTPS send endpoint | Enter the complete address required by this field. For a callback or webhook, copy the URL shown by the running application instead of guessing its path. The endpoint must accept JSON fields from, to, text, callback_url and reference, then return message_id, id, or reference. The form’s example is https://sms.example.com/v1/messages. Replace it with your own value. |
| Sender ID | Enter the sender id for this task, using the help or example shown by the form. Use your approved brand name or sending phone number. |
| Public provider webhook URL | Enter the complete address required by this field. For a callback or webhook, copy the URL shown by the running application instead of guessing its path. Copy this URL into your provider for inbound SMS and delivery status events. Localhost URLs must be exposed through a trusted HTTPS tunnel before a provider can reach them. |
| Send test SMS to | Required. Enter the send test sms to for this task, using the help or example shown by the form. Use international format. This sends one real provider message and may use provider credit. Maximum 32 characters. |
Fields and choices
Field descriptions appear beside each task above so that separate forms are not mixed together.
Check the result
- Stay in the same account/workspace and reopen the intended record or result screen.
- For saved settings, compare the displayed values with the choices you made. For filters and previews, check the current result scope.
- For queued or external work, inspect its status/history and provider result where applicable. A successful save does not by itself prove message delivery, publication, payment completion or provider approval.
Common problems
| Problem | What to check |
|---|---|
| The screen or action is missing | Check the correct workspace account, role, enabled app and plan. A hidden action is not fixed by typing an internal endpoint. |
| A field is rejected | Read its validation message, choose from the offered options and check the relevant format or limit. Do not substitute a database ID for a displayed choice. |
| A list is empty | Check the selected workspace, search text, date range and status filters. Clear one filter at a time before concluding that records are missing. |
| A request is still pending | Check its status/history before repeating it. For messages, publishing, imports and payments, a submitted request can finish later or fail separately. |
Technical reference
Role-scoped source references
Pinned commit: 68a5655db1bbe17c74fb211f0fe0ee4e63c8be88
- modules/Channels/Channels/Http/Controllers/ChannelWebhookController.php
- modules/Channels/Channels/Http/Controllers/MetaWebhookController.php
- modules/Channels/Channels/Livewire/ChannelSetupWizard.php
- modules/Channels/Channels/Livewire/ConnectHub.php
- modules/Channels/Channels/Livewire/PortalDashboard.php
- modules/Channels/Channels/resources/views/livewire/channel-setup-wizard.blade.php
- modules/Channels/Channels/resources/views/livewire/connect-hub.blade.php
- modules/Channels/Channels/resources/views/livewire/partials/channel-connect-style.blade.php
- modules/Channels/Channels/resources/views/livewire/partials/channel-inventory-style.blade.php
- modules/Channels/Channels/resources/views/livewire/partials/channel-workspace-style.blade.php
- modules/Channels/Channels/resources/views/livewire/partials/portal-dashboard-content.blade.php
- modules/Channels/Channels/resources/views/livewire/portal-dashboard.blade.php
- modules/Channels/Channels/resources/views/livewire/setup/email-smtp.blade.php
- modules/Channels/Channels/resources/views/livewire/setup/facebook-instagram.blade.php
- modules/Channels/Channels/resources/views/livewire/setup/generic.blade.php
- modules/Channels/Channels/resources/views/livewire/setup/instagram-dm.blade.php
- modules/Channels/Channels/resources/views/livewire/setup/messenger.blade.php
- modules/Channels/Channels/resources/views/livewire/setup/sms-gateway.blade.php
- modules/Channels/Channels/resources/views/livewire/setup/web-push.blade.php
- modules/Channels/Channels/resources/views/livewire/setup/whatsapp.blade.php
Source-only route information
| Method | Source-default route |
|---|---|
| GET | /integrations/meta/webhook |
| POST | /integrations/meta/webhook |
| GET | /integrations/channels/webhooks/{provider} |
| POST | /integrations/channels/webhooks/{provider} |
| GET | /portal/channels |
| GET | /portal/channel |
| GET | /portal/channels/connect |
| GET | /portal/channels/connect/{channel}/setup |
Unmapped fields — not user instructions
These fields belong to this role’s source handler, but their screen labels were not confirmed.
| Source key | Handler |
|---|---|
| form.smtp_host | modules/Channels/Channels/Livewire/ChannelSetupWizard.php |
| form.smtp_port | modules/Channels/Channels/Livewire/ChannelSetupWizard.php |
| form.smtp_encryption | modules/Channels/Channels/Livewire/ChannelSetupWizard.php |
| form.smtp_authentication | modules/Channels/Channels/Livewire/ChannelSetupWizard.php |
| form.smtp_username | modules/Channels/Channels/Livewire/ChannelSetupWizard.php |
| form.from_email | modules/Channels/Channels/Livewire/ChannelSetupWizard.php |
| form.test_email | modules/Channels/Channels/Livewire/ChannelSetupWizard.php |
| form.generic_sender_email | modules/Channels/Channels/Livewire/ChannelSetupWizard.php |
| form.generic_test_email | modules/Channels/Channels/Livewire/ChannelSetupWizard.php |
| form.test_phone | modules/Channels/Channels/Livewire/ChannelSetupWizard.php |
| form.webpush_domain | modules/Channels/Channels/Livewire/ChannelSetupWizard.php |
| form.webpush_icon | modules/Channels/Channels/Livewire/ChannelSetupWizard.php |
| form.webpush_badge | modules/Channels/Channels/Livewire/ChannelSetupWizard.php |
| form.webpush_utm_source | modules/Channels/Channels/Livewire/ChannelSetupWizard.php |
| form.webpush_utm_medium | modules/Channels/Channels/Livewire/ChannelSetupWizard.php |
| form.webpush_utm_name | modules/Channels/Channels/Livewire/ChannelSetupWizard.php |
| form.webpush_service_worker_url | modules/Channels/Channels/Livewire/ChannelSetupWizard.php |
| form.webpush_integration_script_url | modules/Channels/Channels/Livewire/ChannelSetupWizard.php |
| form.twilio_account_sid | modules/Channels/Channels/Livewire/ChannelSetupWizard.php |
| form.twilio_whatsapp_sender | modules/Channels/Channels/Livewire/ChannelSetupWizard.php |
| form.twilio_messaging_service_sid | modules/Channels/Channels/Livewire/ChannelSetupWizard.php |
| form.twilio_default_content_sid | modules/Channels/Channels/Livewire/ChannelSetupWizard.php |
| form.phone_number_id | modules/Channels/Channels/Livewire/ChannelSetupWizard.php |
| form.business_account | modules/Channels/Channels/Livewire/ChannelSetupWizard.php |
| form.sms_provider | modules/Channels/Channels/Livewire/ChannelSetupWizard.php |
| form.sms_endpoint | modules/Channels/Channels/Livewire/ChannelSetupWizard.php |
| form.sms_sender_id | modules/Channels/Channels/Livewire/ChannelSetupWizard.php |
| form.sms_webhook_url | modules/Channels/Channels/Livewire/ChannelSetupWizard.php |
| accountName | modules/Channels/Channels/Livewire/PortalDashboard.php |
| accountNotes | modules/Channels/Channels/Livewire/PortalDashboard.php |
| accountForm.display_name | modules/Channels/Channels/Livewire/PortalDashboard.php |
| accountForm.username | modules/Channels/Channels/Livewire/PortalDashboard.php |
| accountForm.external_id | modules/Channels/Channels/Livewire/PortalDashboard.php |
| accountForm.category | modules/Channels/Channels/Livewire/PortalDashboard.php |
| accountForm.account_type | modules/Channels/Channels/Livewire/PortalDashboard.php |
| accountForm.profile_url | modules/Channels/Channels/Livewire/PortalDashboard.php |
| accountForm.avatar_url | modules/Channels/Channels/Livewire/PortalDashboard.php |
| accountForm.reconnect_url | modules/Channels/Channels/Livewire/PortalDashboard.php |
| accountForm.scopes | modules/Channels/Channels/Livewire/PortalDashboard.php |
| accountForm.auth_data_json | modules/Channels/Channels/Livewire/PortalDashboard.php |
| accountForm.metadata_json | modules/Channels/Channels/Livewire/PortalDashboard.php |
| accountForm.notes | modules/Channels/Channels/Livewire/PortalDashboard.php |
| accountForm.is_active | modules/Channels/Channels/Livewire/PortalDashboard.php |