Adding a new Email Domain allows you to use a Custom Domain for all transactional emails that are processed from your Portal, such as Investor Portal invitation emails and Distribution notification emails.
IMPORTANT: Before you begin the set-up process
In order to verify the DNS records, ensure that you can access the Domain Registrar for your domain (ex. name.com) or wherever you manage your domain.
Step-by-Step Instructions:
STEP 1: Navigate to the 'Global Settings' and click on the 'Emails' tab.
STEP 2: Click on 'Add Custom Domain' and then enter the domain address.
STEP 3: You will be presented with DKIM and Return-Path values for your domain.
Use these values to verify that you own and control the domain which you have just added.
STEP 4: Log into your Domain Registrar to verify the DNS Records (DKIM & Return-Path) for your domain.
You may need to use the detailed instructions provided by your Domain Registrar to learn where to add the DNS records.
IMPORTANT NOTE: If you are using Google Domains as your Domain Registrar, you may need to add a period ( . ) at the end of the TXT Value and the CNAME Value to verify the custom domain. When verified, the period ( . ) will no longer show.
STEP 5: In InvestNext, go to 'Global Settings' -> 'Emails' -> and click 'Verify' to confirm completion.
After updating the DNS Records (DKIM & Return-Path) for your domain with the values provided at your Domain Registrar, you will verify the DKIM & Return-Path settings in InvestNext.
IMPORTANT: The records can take up to 1 hour or longer to update based on the Domain Registrar's response time.
STEP 6: Add a specific email address by clicking the blue 'Add Email Address' button. A pop-up menu will appear with the fields shown below:
From Email: Email address which the messages will be sent by.
Name: The name that appears in the recipient's email inbox.
Reply-to: What email address should replies be sent to.
Then click 'Add Email Sender'.
STEP 7: Select the ellipsis (three dots) to the right of the Email Address and click 'Make default notifications email'.
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