When you send an email from your portal to an investor’s email, their email system will reach out to your Domain Registrar to verify that the email sent from the portal is actually a part of your domain and not a spam email.
In order for your Domain Registrar to verify that the email sent from your portal is a part of your domain, you must add your portal's TXT and CNAME records to your Domain Registrar's DNS.
NOTE: This will not replace your Email Domain’s DNS. It will be added in addition to your Domain’s DNS in your Domain Registrar.
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.
PART 1: Where do I get the TXT and CNAME records in my portal?
STEP 1: Click on the Global Settings (gear icon), and then click on the Emails tab:
STEP 2: Click on the Add Custom Domain button:
STEP 3: Enter the domain address in the Domain field. Then click the Add Domain button:
TIP: Example: If your email is bob@customdomain.com, enter customdomain.com in the Domain field and click Add Domain:
STEP 4: The TXT and CNAME values will now appear:
IMPORTANT:
When copying the TXT Valie, a "space" is included in the TXT Value. This space must be deleted when you paste the TXT Value in your Domain Registrar's DNS:
PART 2: How do I enter the TXT and CNAME Values in my Domain Registrar?
STEP 1: Log in to your Domain Registrar.
STEP 2: Follow the steps from your Domain Registrar to add the TXT and CNAME values.
NOTE: Please refer to your Domain Registrar’s Help site and/or Support for instructions on how to complete this on the Domain Registrar’s site.
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.
PART 3: How do I verify the Domain in my portal?
STEP 1: Click on the Global Settings (gear icon), and then click on the Emails tab:
STEP 2: Click the Verify button to confirm completion:
IMPORTANT: The records can take up to 1 hour or longer to update based on the Domain Registrar's response time. Some can take up to 48 hours.
STEP 3: Once the values are verified, they will no longer display in your portal:
PART 4: Complete the setup:
STEP 1: Add each email address that you will use to send emails from by clicking the Add Email Address button.
STEP 2: A pop-up menu will appear with the fields shown below. Enter the details below:
From Email: The email address that the messages will be sent from.
Name: The name that appears in the recipient's email inbox.
Reply-to: The email address that the replies should be sent to.
STEP 3: Click the 'Add Email Sender' when done.
STEP 4: Click the vertical ellipsis (three dots) to the right of the Email Address and click Make default notifications email:
Troubleshooting Common Issues
Mass Emails Failing to Send:
Verify that the DKIM and Return-Path records are accurately configured in your Domain Registrar. Double-check entries for typos or missing values.
Changes Not Reflecting in Your Portal:
Wait for DNS propagation, which may take up to 48 hours. If issues persist, consult your Domain Registrar's support team.
Persistent Configuration Issues:
Contact support with details of your Domain Registrar and the steps taken for resolution.