Summary:
In this video, I guide you through the process of setting up custom sending domains for emails in our CRM platform. I explain the importance of correctly adding new domains, avoiding common mistakes that could break your site, and ensuring proper DNS record setup. By following these steps, you'll be able to send emails from your personalized domains seamlessly.
Setting Up Custom Sending Domain for Email Marketing: A Step-by-Step Guide
Accessing Email Services Settings:
Go to the settings tab at the bottom of the interface.
Navigate to the email services submenu.
Setting Up a Dedicated Sending Domain:
Purchase a domain name (e.g., sophiekessner.com).
Click on "setting up your own dedicated domain and IP address."
Add a subdomain (e.g., lc.sophiekessner.com) instead of the root domain to avoid issues.
Adding DNS Records:
Access your domain hosting platform's DNS management.
Manually add the DNS records provided by the CRM.
Include TXT, CNAME, and MX records as instructed.
Verifying Domain Setup:
Click on "verify records" and ensure all DNS records are added correctly.
Allow some time for DNS propagation.
Configuring Headers and Tracking:
Set up the sending name and email in the headers section.
Enable click tracking and open tracking in domain settings.
Setting Up Forwarding and Reply Addresses:
Configure forwarding address for CRM conversations.
Add BCC recipients if needed.
Update the reply-to address for email responses.
Testing the Custom Sending Domain:
Send a test email to verify the setup.
Check the email headers to confirm the sending domain.
Verify the domain setup in Gmail or other email clients.
Important Notes:
Ensure the domain is not hosted on platforms like Wix for proper functionality.
Personal Gmail accounts cannot be used for sending domain setup.
Purchase a domain name for professional email sending.
Completion and Support:
Once the domain is verified and emails are sending correctly, the setup is complete.
Reach out for support if needed, especially for specific domain hosting platforms.
Additional Domain Setup Settings:
Stay tuned for further tutorials on advanced domain setup settings.
IMPORTANT FAQ
Q: Can I setup my custom sending domain with my personal email such as sophiekessner@gmail.com sophie@outlook.com or sophie@yahoo.com
A: NO. You are NOT able to setup a custom sending domain using any of these options, it MUST be a domain name that you have purchased such as sophiekessner.com, loansigningsystem.com, yourfavoritenotary.com in order to use this feature.
If you do not currently have a custom domain that you've purchased, you can search for a domain and purchase your own domain using any domain hosting platform.
We recommend using siteground.com for all domain hosting and DNS record management: https://www.siteground.com/
Q: Do I need a website to have a custom sending domain?
A: NO. You do NOT need to have a website setup to use the custom email sending domain feature. You only need to have the domain name that you have purchased.
Q: What if I have my website setup on Wix?
A: If you are currently using Wix.com for hosting your website and domain, you will NOT be able to use this feature. In order to setup a custom sending domain, you will need to use an alternative domain hosting platform such as siteground.com, godaddy.com, cloudflare.com etc.
Please contact Wix support for further assistance.
Q: What I use google workspace or Microsoft outlook business email?
A: You can still setup a custom sending domain even if you are currently using google workspace or Microsoft outlook business email SO LONG AS you have purchased your own custom domain as previously stated in this guide.
IMPORTANT: It is CRUCIAL that you follow these steps VERY CAREFULLY and do NOT use your ROOT DOMAIN as the domain for your setup. If your domain name is sophiekessner.com you MUST use a SUBDOMAIN in order for this process to work.
A SUBDOMAIN would be anything that has a prefix before your main domain name, below are examples of different subdomains:
test.sophiekessner.com
lc.sophiekessner.com
mg.sophiekessner.com
go.sophiekessner.com
Each of these are considered subdomains with the prefix highlighted in red
WARNING: If you do NOT use a subdomain, you will break any existing setup you may currently have including breaking your website, gmail, outlook or other services. it's absolutely crucial that you setup a UNIQUE sending domain for the email sending services.
Please contact your domain host for support.