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 this email from the portal is 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.
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.
Where do I get the TXT and CNAME records in my portal?
STEP 1: Go to the Global Settings gear icon
STEP 2: Click Emails
STEP 3: Click on Add Custom Domain and then enter the domain address:
If your email is bob@customdomain.com, enter customdomain.com in the Domain field and click ADD DOMAIN:
STEP 4: Click Add Custom Domain
If your email is bob@customdomain.com, enter customdomain.com in the Domain field and click ADD DOMAIN
The TXT and CNAME values will display like below:
IMPORTANT:
A space is inserted in TXT Value which must be deleted when you add the Value to your Domain Registrar's DNS:
How do I put this into my domain registrar?
NOTE: Please use the Domain Registrar’s Help or their Support for the steps to complete this on the Domain Registrar’s site.
STEP 1: Log into your Domain Registrar.
STEP 2: Follow the steps from your Domain Registrar to add the TXT and CNAME values.
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.
How do I verify the Domain in my portal?
STEP 1: In your portal, go to the Global Settings gear icon
STEP 2: Click Emails
STEP 3: Click Verify to confirm completion
Once the values are verified in your portal, the values will no longer display.
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 24 hours.
To complete the set up:
STEP 1: Add each email address which you will use to send emails from the portal by clicking the 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.
STEP 2: Click 'Add Email Sender'.
STEP 3: Select the ellipsis (three dots) to the right of the Email Address and click Make default notifications email.