Pre Requisites

Before getting started with Kasplo, make sure you have the following essentials ready for a smooth setup and onboarding experience across all channels:

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1. Account Access

• A verified Kasplo account.

• Admin or required permission level to access integrations, settings, and campaign features.

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2. Contact List / Audience

• Valid CSV file(s) with contacts including:

  • Email address and/or phone number

  • Custom fields (name, city, tags, etc.)

• Ensure data is clean: remove duplicates, empty rows, and special characters.

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3. Domain Setup (Email)

• Access to your domain DNS settings (GoDaddy, Cloudflare, etc.)

• Ability to add:

  • SPF

  • DKIM

  • DMARC records

• (Optional but recommended) A dedicated sending domain or subdomain

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4. DLT Registration (SMS - India Only)

• Entity & Header registration on TRAI DLT portal

• Approved SMS templates for promotional/transactional messages

• Sender ID details

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5. WhatsApp Business API Setup

• A WhatsApp Business Account (WABA)

• Verified Facebook Business Manager

• Approved Phone number for WhatsApp

• Access to WhatsApp Business API provider (Kasplo will assist during onboarding)

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6. API Access (Optional)

• If using Kasplo programmatically:

  • API keys

  • Webhook URLs

  • Access to developer documentation

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7. Browser & Network

• Use updated browsers (Chrome, Edge, Firefox)

• Ensure firewall/proxy allows requests to Kasplo’s domains

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8. Credit or Subscription

• Active plan or sufficient credits for Email, SMS, WhatsApp, or InboxIQ modules

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9. Compliance Readiness

• Consent collected for marketing communication (email, SMS, WhatsApp)

• GDPR / TCPA / CAN-SPAM compliance if applicable

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Once these pre-requisites are ready, you can begin setting up channels, importing contacts, and launching your first campaigns confidently.

💡 Not sure where to start? Head to our Getting Started Guide or contact Support from your Kasplo dashboard.