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A channel groups touchpoints together. Channels themselves can also be grouped. You can add channels one at a time through the interface, following this article, or import them in bulk from a CSV file.
Import can only create child channels. The parent channel has to already exist in your account.

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How to add a channel through the interface

1

Go to Settings → Customers and actions → Channels

2

Click Add

3

Fill in the fields

  • External ID — used in integrations.
  • Name — the channel name. Shows up in the channel list and in filters.
  • System name — filled in automatically; you can set your own. Used for internal storage.
  • Description — a comment. Optional.
  • Belongs to channel — optional, if the channel has no parent.
4

Click Add

The channel is added. It’s now available in your mechanics — in an action filter, for example.