Creating SMS Transactional/OTP Channels

Learn how to create an SMS Transactional/OTP channel in TextPeak and add the event templates it sends receipts, alerts and reminders from.

A Transactional SMS channel carries receipts, alerts and reminders over priority routes. Each message it sends comes from an event template, and templates belong to the channel they were created for.

Video Tutorial

📘

NOTE

To learn more about what content the transactional SMS stream allows, check the Transactional Stream Guidelines article.

Creating the channel

  1. In the left menu, select Channels.
Channels page in TextPeak, with a card for each channel type and the number of channels under each one

Channels groups every channel by type.

  1. Select the SMS Transactional/OTP card, then select Add channel.
SMS Transactional/OTP channel list, with the Add channel button and a table of existing channels

The channel list shows status, tags, route IPs and the default sender.

  1. Enter a Channel name and a Channel description.

  2. To limit which IP addresses can call this channel, select Enable IP ACL and add the addresses under Add IP.

  3. Add Tags if you group channels by team, campaign or environment.

  4. To try the channel without sending real messages, select Use Demo Sending.

Channel details step of the Add new channel form for SMS Transactional/OTP

Step 2 stays locked until the channel details are complete.

Enabling the Demo Sending option creates a demo channel that simulates messaging flows without sending real messages.

This option is available for any channel type and can be useful for testing and development use cases.

Screenshot of enablinbg Demo sending option
  1. Select Next.

  2. Under Message content, select Create your first event template and add a template for each event this channel sends.

Message content section with the Create your first event template control and a template search box

Every message this channel sends comes from one of its event templates.

  1. Select Save & activate.
📘

NOTE

Saving activates the channel straight away and it starts accepting traffic. You can pause or edit it at any time.

What happens next

The channel appears in the SMS Transactional/OTP list. Its templates are available only to this channel, so a second channel needs its own set.

What to do next


Did this page help you?