Enable Natero Email Feature

 

The Natero email feature empowers you to nurture and communicate with your customers in a more targeted and automated way. 

SUMMARY

The email capability is primarily to send only outbound email to multiple customers at once.  We have the ability to trigger outbound mails as either campaigns which are manually created and manually scheduled (for a specific time period) and automated triggered emails which will be sent once a certain set of rules are met (similar to alerts).  In order to send the outbound emails we partner with a service called Mailgun.
 
To setup the email it is necessary to setup a mail domain from which the email will be sent.  This configuration is sent to Mailgun which handles the logistics of sending out the emails.

To leverage this feature, you’ll need to first setup your Natero email domain.

Setup Email Domain

1. Go to Settings -> IT Administration -> Email Configuration. 

2. Specify the domain (that you own/control) that you wish to use for mailing. It cannot already be used for email. We recommend creating and using a new subdomain, like “success.mydomain.com”. Using a subdomain you will still be able to send emails from your root domain, e.g. “you@mydomain.com”.

3. Specify the default "From" address you'd like to use for email campaigns, e.g. "you@mydomain.com" or "Success Team <success@mydomain.com>". Note that you can always overwrite the "From" address later before starting each campaign.

4. Once the above two fields are saved, Natero will generate the DNS records that will enable sending, tracking, and receiving emails. Please use them to update your domain records. DNS records are required to validate the identity of the sender to make it appear that the mail is coming from your domain. These include SPF and DKIM methods of verification. See example below:

Example of Sending DNS Records

  • SPF: Sending server IP validation. Used by majority of inbound mail servers. SPF Information.
  • DKIM: Like SPF, but uses cryptographic methods for validation. Supported by many inbound mail servers. DKIM Information
  • CNAME: Used for tracking opens and clicks, when enabled. Tracking Messages 
 
Type Value Purpose
TXT “v=spf1 include:mailgun.org ~all” SPF (Required)
TXT Find this record in your Control Panel, Domains Tab DKIM (Required)
CNAME mailgun.org Tracking (Optional)

5. After you have setup the records, click "Check DNS records now" to verify the results. Note that it may take several hours for the DNS records to propagate. If you've done everything correctly but still receive error messages, do reach out to us. 

 

Learn how to create an email campaign.

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