Verification of the sender email address is a prerequisite for sending an email campaign. When you have multiple senders on the same domain, this verification allows you to save your time by verifying your whole domain instead of verifying each sender email address. Freshworks CRM allows multiple verified domains.
Here’s how you can add and verify a Domain on Freshworks CRM:
Go to Admin Settings and click Domain Verification. This opens the page where you can verify your domain settings.
Click “Add domain”. This brings up a dialog box where you can add your Domain name, and sender email address.
Add your Domain name, Primary Sender Name, and Primary Sender Email Address and click Create.
It takes you to the Configure page where you can find the DNS records.
Copy the Freshworks CRM DNS records from the Configure page. Click copy on the Host and Value for all the records.
The following DNS verification records are provided by Freshworks CRM:
DNS stands for Domain Naming System which allows mapping an incoming domain request towards the corresponding IP address of the server. For example, when you search for company.net, the DNS records fetch the relevant IP address of the server and serve you the website. Each website has a unique IP address which is being paired to the server through the DNS records. There are different types of DNS records. Typically Freshworks CRM needs you to update CNAME, TXT, DKIM, and SPF records of your domain. The record values vary from domain to domain
- CNAME record which is a canonical name record that allows fetching your domain company.com with a “www” at the front.
- TXT is a text record which is customizable and can serve various purposes based on the needs.
- DKIM stands for Domain Keys Identified Mail which ensures the mail is being received from an authorized domain.
- SPF is Sender Policy Framework which looks up for the authorized mail servers for the domain when an email is being sent.
Log in to your domain account and click Find where the DNS manager is located. The name and the location may vary based on your provider.
In this case, we have used wordpress.com.
Create new corresponding records and have the values pasted accordingly.
Head back to Freshworks and click Verify after adding the records to your DNS manager.
Based on your provider, the verification may take up to 48 hours. You can check the status of each record from the status column as shown below. Until all the records are verified, the status of the domain will be shown as Pending.
You can set multiple domains and can choose a primary domain for your campaigns. With this, you can have any number of custom emails as you want.
Editing and deleting a verified domain:
Edit: You will not be able to edit a verified domain’s name. Although the primary email of a verified domain can be modified. Click on Edit from the domain dashboard. You will be navigated to the create screen where you can modify the primary email of the domain. Click on Next to proceed.
Delete: A verified domain can be deleted from the domain dashboard. By confirming, you are deleting the verified domain completely from your Freshworks CRM account.