Phase 1 Setup #7: Domain Verification For Bulk Emails

The next step in your setup journey is domain verification.

This step is important if you are planning to send out bulk emails from the system or even make use of e-mail automation within the CRM.

To set up domain verification, go to Settings, click on Domain Verification, and view the Settings pane.

Domain verification allows the CRM system to send emails on behalf of your organization or company using your domain name.

Properly authenticated emails are less likely to land in spam folders, so this is an important step to ensure seamless integration.

Before we begin, make sure that you own and control your domain.

You cannot do domain verification with domains such as Gmail, Yahoo, or Hotmail.

It needs to be your own company domain.

Ensure you also have DNS access.

Typically your technical or IT support team will be able to assist with verifying your domain.

Let’s start by clicking Add domain and then entering your domain details.

As an example, we will use My company.

And click Add Domain.

After adding your domain, it will show that this domain has not been verified.

To e-mail instructions to your technical team or yourself, click on the e-mail Instructions button and enter your e-mail address.

Alternatively, you can find the instructions here.

After your domain has been verified, you will receive an e-mail notifying you that it was successful and these icons will turn green.

This is an example of a domain that has been correctly verified. Everything is correct now.

After your domain has been verified, you can make use of bulk e-mail functionality and also send emails with automations.