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How to Use Knak Send

This guide explains how to configure access, connect your sending domain, upload contacts, and send emails using Knak Send.

Updated this week

Control Access to Knak Send

Access to Knak Send is managed through User Roles. Only users assigned to a role with Knak Send role permissions can access the feature.

Create a Knak Send Role

  1. Navigate to Admin Settings.

  2. Click Roles.

  3. Click + Create Role.

  4. Enter Knak Send as the role name.

    Create role popup modal with Knak Send input for the role name.
  5. Enable Allow access to Knak Send in the role permissions.

    Edit Knak Send role settings with the option "Allow access to Knak Send" checked.
  6. Click Create.

Assign the Role to Users

  1. Navigate to Users.

  2. Select the user you want to update.

  3. Assign the Knak Send role.

  4. Click Save Changes.

Assigning the Knak Send role to a user.

Access Knak Send

You can open Knak Send in two ways.

Option 1: From the Email Builder

  1. Open an email in the Builder.

  2. Click the Actions Menu.

  3. Click Open in Knak Send.

    Actions Menu dropdown showing "Open in Knak Send" highlighted.
  4. Your email automatically loads and opens in Knak Send.

Option 2: From the App Switcher

  1. Click the App Switcher in the top navigation.

  2. Select Knak Send.

Important: Your Knak Send instance has a 1:1 relationship with your Knak Enterprise instance.

  • Only users in the Enterprise instance can access Knak Send.

  • Emails can only be sent from the connected Enterprise environment.


Set Up Your Custom Sending Domain

A custom sending domain allows emails to be sent from your company domain.

  1. Navigate to Settings.

  2. Click Set Up Custom Domain.

  3. Enter your domain.

  4. Click Request to Connect.

  5. Copy the CNAME records.

  6. Send the records to your IT team.

  7. Wait for domain verification.

  8. Confirm the status shows Connected.

Note: You cannot send emails until the domain connection is verified and connected.


Manage Allowed Recipient Domains

Allowed Recipient Domains control which email domains can receive emails from Knak Send. This setting helps prevent accidental sends to unintended recipients.

Add a Recipient Domain

You can add up to five additional domains to your allowlist.

  1. Navigate to Settings.

  2. Locate Recipient Domain Restrictions.

  3. Review the current allowlisted domains.

  4. Click Add Domain.

  5. Enter a new domain.

  6. Click Save.

Allowed Recipient Domains section with an arrow pointing to the "add domain" button

Edit or Remove a Domain

You can update your allowlist at any time.

  1. Navigate to Settings.

  2. Locate Recipient Domain Restrictions.

  3. Find the domain you want to update.

  4. Edit the domain value or click Delete to remove it.

  5. Click Save.

Important: Only contacts with an approved domain can be uploaded. Upload errors usually occur when the contact domain is not in the allowlist.


Import a Contact List

Use the Import CSV feature to upload contacts.

  1. Navigate to Contact Lists.

  2. Click + Import CSV.

    Contact Lists page with Import CSV button.
  3. Drag a CSV file into the upload area.

    • Or click to browse and select the file.

    CSV upload interface.
  4. Enter a Contact List Name.

  5. Enable Data includes header row if your CSV includes column headers.

  6. Click Next: Map Columns.

    CSV import settings.
  7. Map your CSV columns to Knak contact fields. Available fields include:

    • Email Address (required)

    • First Name

    • Last Name

    • Role

    • Department

    • Location

    • Other

    Column mapping screen.
  8. Click Upload to finalize the contact list.

    Successful new contact list upload screen.

Create Smart Lists (Optional)

Smart Lists allow you to filter contacts based on specific criteria.

  1. Navigate to Smart Lists.

  2. Click New Smart List.

    Smart Lists page with New Smart List button highlighted.
  3. Enter a Smart List Name.

    Enter and confirm new name for new smart list.
  4. Click Add Contact List.

    Add contact list button on the new smart list settings page.
  5. Select the contact list to use.

    Contact list selection modal.
  6. Add filtering conditions based on contact attributes.

    Smart List condition builder.
  7. Click Save. After saving, you can preview the contacts that match your conditions.

    Preview current smart list contacts.

Send an Email Using Knak Send

Configure an Email Send

  1. Click Send New Email.

    Knak Send interface with a red arrow pointing to the "Send New Email" button.
  2. Click dashboard to select an email from Knak Enterprise.

    "Send New Email" screen prompting user to select an email to send.
  3. Use the search feature to search for an existing email.

    1. You can search for any email in your Knak Enterprise instance that you have access to. Access depends on your brand assignment. If you are assigned to a brand, you can search and select any email created under that brand from the Knak Send configuration page.

  4. Click Select.

Knak emails search feature modal in Knak Send.

Update Send Settings

You can edit the following fields before sending:

  • From Name

  • From Email prefix

  • Reply-To Email

  • Subject Line

  • Preview Text

Knak Send email setup screen showing editable fields for From Name, From Email, Reply-To, Subject, and Preview Text.

Add Recipients

Recipients can include:

  • Individual contacts

  • Smart Lists

  • Contact Lists

  • Any combination of the above

Knak Send recipient section showing a selected recipient with options for Smart List and Contact List.

Send or Schedule the Email

Choose how to send the email:

Send Now

  • Click Send Now.

  • Click Send to confirm immediate delivery.

Schedule Send

  • Select Schedule Send.

  • Choose a date and time.

  • Click Schedule.


Save a Draft

Click Save as Draft to store your send configuration and return later.

Save as draft option in the send new email user interface to save your email send configuration details.

Need more help? Contact support via live chat within Knak using the chat bubble in the bottom right corner or email support@knak.com

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