Overview
Email Marketing in Restoration CRM (fka Luxor) empowers users to create tailored email campaigns and templates for engaging with their customer base. To ensure effective email delivery, it's crucial to configure your Domain Naming System (DNS) settings. Ideally, this task should be handled by your IT department. Refer to the attached manual for detailed instructions on email marketing and Restoration CRM email client settings.
Configuration
To configure your DNS settings:
- Go to the Admin section of CRM by clicking on the dropdown icon in the upper right-hand corner of your Restoration CRM environment.
- Then select Admin Settings
- At the bottom of the Company Settings page, find the section for Email Client Settings.
- Ensure your email domain is listed in the 'Configure Email Domain' text field.
- If your domain isn't listed or if you're changing domains, contact support via Live Chat, email at support@nextgearsolutions.com, or phone at 866-769-7855 for assistance. Reference this article to expedite your resolution.
DNS Setup
Under Email Domain Settings, there isn't a section for DNS setup. Manual DNS changes are necessary to enable Restoration CRM to send emails on behalf of your configured domain. These changes should be managed by someone with technical knowledge of your company's domain implementation, such as your IT personnel.
The following DNS TXT (for SPF and DKIM) are required:
- Host
- Value
The following DNS MX are required:
- Host
- Value
- Priority
DNS Validation
To validate DNS settings:
- Click the "DNS Test" button for an initial verification.
- If successful, proceed with a Full Test by entering a valid email address to receive a verification code.
- Enter the code to confirm the test completion.
- Note: DNS changes may take a few days to propagate globally. While you can send emails using Restoration CRM's Email Domain settings, configuring DNS ensures better deliverability and reduces the chance of emails landing in spam folders.
- Configuring your DNS will display the email as “From: name@mycompany.com”, which is less likely to be blocked or sent to spam. It is highly recommended to reach out to your IT professional to obtain and configure DNS settings within CRM.
Frequently Asked Questions
- A or CNAME Record for Subdomain: The subdomain doesn't need to resolve to an address or redirect to another domain. SPF lookup in TXT records authorizes the sending server.
- Why Two TXT Records: SPF and DKIM records authenticate emails, enhancing deliverability.
- Need for MX Record: Some servers reject emails without an MX record. Adding one improves delivery rates without affecting your main domain.
- SPF Limit Contribution: The SPF value is for a unique subdomain used solely by CRM's email process and doesn't count towards your main domain's SPF limit. Use online tools to ensure compliance.
Questions? Contact Us
This article is meant to serve as a reference only and is not a substitute for training. If you are interested, feel free to check out our weekly Q&A sessions hosted by our CRM experts.