Email Setup Guide

Overview

In order to send email from your domain, you will need to follow some basic setup steps. Setup includes adding your domain to Lead Liaison and adding DNS records. This guide will walk you through the Lead Liaison setup process.

In order to complete setup, you will need access to your domain’s DNS settings to add SPF and DKIM records. If you do not have access to these records, you will probably need to contact your IT department or website administrator. You can learn more about SPF and DKIM here.

Adding Your Domain

Before you send emails, you must first add your email domain to Lead Liaison. To add your domain,

  • Navigate to Setup > App Setup > Email > Sender Authentication.

  • Click the green New button on the appropriate SMTP provider (SendGrid or MailJet, see below).

  • Enter your email domain name (example.com, example.net, subdomain.example.com etc.).

  • Click Save.

If you have more than one email domain to send from, you can add as many as needed. You will need to complete the setup process for each separately.

Adding Records to Your DNS Zone

Once you have added your domain, the system will generate records for your DNS Zone. You must add these records in order to send email through your domain. If you do not, the receiving email client will think we’re trying to impersonate you and block our email.

You can use the Share button to send the DNS records to your IT or email admin, or you can copy and paste the records by hovering your mouse over them.

If you choose the Share option, a dialogue box will open. You can customize the message and send to multiple email addresses from within the system, or copy the message and send from your own email account.

Depending on your SMTP provider, the system will generate one of two sets of records.

MailJet Users

The system will generate three separate records. The first is a TXT record to validate you are the domain owner; you may delete this record once validated. The second is your Domain Key, or DKIM record; you may have multiple DKIM records in your DNS Zone. The last is an SPF record. If you already have an SPF record, do not create a new one.

SendGrid Users

The system will generate three CNAME records. Add these records to your DNS settings. When you send an email, these records will automatically sign the email with the appropriate SPF/DKIM records. No further action required.

Verifying Your Setup

Once you have added records to your DNS Zone, you will need to verify them. To verify your records, click the Verify button.

Once the records are verified, the progress bar above the records will display 100%, and the checkboxes to the left of the records will turn green. If the system cannot verify a record, it will display an error with each of the unverified record like in the screenshots below.

MailJet:

SendGrid: