Email domains
Before high-volume email campaigns, verify your sending domain so messages reach inboxes. Open Settings → Notifications → Email Domain (/settings/email-domains). The page heading is Email Domain Verification. Select Add Domain, enter the domain without protocol prefix, then publish SPF, DKIM, and any CNAME records at your DNS provider. After propagation, run Verify in SWS Agent. Each verified domain card supports from-name, from-address local part, logo upload, and routing tabs for purposes, reporting teams, and allocation groups. Marketing and transactional mail share deliverability reputation—verify before the first bulk send and again when adding a new subdomain for campaigns.
Video
Who can do this
Owner or Admin.
Before you begin
- DNS admin access at your registrar
- Decision on From address (e.g. sales@yourcompany.com)
- Email integration connected
What you'll accomplish
- Domain shows verified status
- DNS records published and confirmed
- Test message passes SPF/DKIM checks in headers
Step-by-step procedure
- Open Settings → Notifications → Email Domain.
- On Email Domain Verification, select Add Domain.
- Enter domain name only (no http prefix).
- Copy SPF, DKIM, and CNAME values from the modal.
- Add records at DNS provider; wait for propagation (minutes to 48 hours).
- Select Verify in SWS Agent.
- Configure from name and from email local part on the domain card.
- Optional: upload sender logo and configure routing tabs.
- Send test campaign or transactional mail to yourself.
- Inspect headers for SPF/DKIM pass before bulk send.
Tips
Verify domain before the client's first bulk campaign goes live.
Troubleshooting
| Verification fails | Typo in DNS—use lookup tools to confirm records | | Campaign still spam | Warm up domain; review content score | | Add Domain disabled | Insufficient role or pending workspace setup |
See also
Field reference (product UI)
Use exact labels when training users or recording videos—they match the live workspace.
| Area | Where to find it |
|---|---|
| Settings hub | /settings — card groups match this Help sidebar |
| Profile tabs | /user-profile-settings/profile — Personal, Business, Billing, Timezone, Currency |
| Workspace admin | /workspace — Settings, Modules, Resources, Delete |
| Team | /workspace/users — Members through Roles & Permissions |
Admin checklist
- Complete organization profile and billing before inviting the team.
- Enable only modules you licensed under Workspace modules.
- Connect integrations before messaging or automation go-live.
- Populate Knowledge Hub before AI Employees or voice.
- Verify Notification preferences personally after changing templates.
Verify your work (extended)
- Settings save without error toast
- A non-admin test user sees expected sidebar (no billing cards if Member)
- Related module (Contacts, Inbox, Campaigns) reflects the configuration change
- Refresh browser after role or module changes
Troubleshooting (extended)
| Symptom | Likely cause | Fix |
|---|---|---|
| Settings card missing | Role or module gate | Check Roles and Modules |
| Save does nothing | Validation error on required field | Scroll for red highlights; complete * fields |
| Team sees old behavior | Cached session | Hard refresh; user re-login |
| Integration broken after change | Order of setup | Reconnect integration; check Communications settings |