Overview

This article provides a step-by-step guide on how to configure AdvocateHub to send emails using your company's domain and ensure compliance with marketing email laws. It covers setting up SPF and DKIM records, adding administrators, and configuring your company's address for CASL and GDPR compliance.

 

Information

To begin configuring your AdvocateHub email settings, navigate to Settings > Email > General and follow the detailed instructions provided in the sections below.

• Part 1: Send AdvocateHub emails from your domain
• Part 2: Configuring your company's address (for CASL and GDPR compliance)

 

Part 1: Send AdvocateHub emails from your domain

To have emails from AdvocateHub come from your company's email address, you'll need to grant Influitive permission to use your email domain by adding SPF and DKIM records to your domain's DNS records. Follow the steps below to ensure optimal email deliverability and open rates.

1. Ask your company's IT Team to add SPF and DKIM records to your email domain

   Refer to the Improving Email Deliverability - SPF and DKIM Setup Guide for instructions. You can also send them the example email provided.

   What is my email domain?
   Your email domain is the part of your email address that follows the @ symbol. For example, the email domain for support@influitive.com is influitive.com.

2. Add the email sender as an Administrator in AdvocateHub

   The email address used as the sender must be an Administrator in AdvocateHub. If it's a group email/mailing list, add it as an Administrator using the guide: Adding Administrators to AdvocateHub.

3. Choose the Default Sender

   Select an Email Sender for system emails like notifications and password resets. On the General Email Settings page, choose the administrator to be the Email Sender and click Update email sender. Optionally, set the sender name as your program's name.

   

   What if I can't get SPF and DKIM added to my email domain?
   If unable to configure SPF and DKIM, opt to send emails from your AdvocateHub's email.influitive.com address by selecting "Encountering deliverability problems?"

After configuring, send test invitations to various email addresses to ensure proper setup.

 

Part 2: Configuring your company's address (for CASL compliance)

To comply with GDPR and CASL, add your company's physical address in the email footer. Learn more about CASL. Enter the address in the field box and click Update Footer to apply it to all emails from your program.

The address will appear in the footer, as shown below without the "Fit content to edges of container" option.

With "Fit content to edges of container" checked, it will look like this:

 

FAQ

What are SPF and DKIM records?

SPF (Sender Policy Framework) and DKIM (DomainKeys Identified Mail) are email authentication methods that help prevent email spoofing and ensure that emails are not marked as spam.

How do I add an Administrator to AdvocateHub?

Administrators can be added to AdvocateHub by navigating to the settings and following the guide on Adding Administrators to AdvocateHub.

What should I do if I can't add SPF and DKIM records?

If you're unable to add SPF and DKIM records to your domain, you can choose to send emails from the AdvocateHub's default email domain by selecting the "Encountering deliverability problems?" option in the email settings.