Feature Prerequisites: Ensure that your Whitelabeled Dashboard is set up.  

An overview of the Setup

To enable Email Notifications from your agency's white-labeled dashboard, you need to run a setup that involves:

1. Configuring the 'From' Email Settings (Sender Address)
2. Configuring an email signature (Agency info)
3. A Domain Keys Identified Mail (DKIM) verification
4. Adding recipients to receive notifications

After you have set up each of these, you can send out test emails to make sure your Setup is accurate.

Getting Started with Notifications Set-up

You can access the Notification settings under Notifications displayed in the overhead navigation bar.

Set up the 'From' Email Address (Sender Address)

To send out email notifications, you need to add and configure the ‘From’ email address, also known as the ‘Sender Address’. When your clients receive email notifications via the platform, they see this address as the primary agency contact information.

You need to enter the following:

• An Email Display Name
• A 'From' Email Address

When you have entered valid inputs, click Save Email Settings displayed at the bottom to save changes.

Authenticating your 'From' email ID

Postmark sends you an email to authenticate your email address. Click the link in the email to authenticate your email.

Once your email is verified, the affirmation displays on your dashboard.

Note: Though your 'From' email address is verified, the email notifications that you send out could be marked as spam. To ensure that this doesn't happen, we recommend completing your DKIM verification. This way, the mail notifications sent out are authenticated from your domain.

DKIM Set up

The DKIM (Domain Keys Identified Mail) setup is an authentication protocol that links your domain name to the email notifications sent out to your clients. It creates a signature associated with the organization's registered domain name. Hence no one can send emails impersonating your organization, and support emails sent by Synup on your behalf are not marked as spam.

For improved email delivery, we recommend you to authenticate your domain first.

This Setup requires you to access your DNS records in your domain hosting account. If you cannot find or do not have access to your DNS records, please contact your domain hosting provider for assistance.

Authenticating your Domain:

• From your dashboard, click the Notifications tab.
• Click Edit Email Info and select Domain Settings.
• Enter your domain name.
• The above generates a Hostname and DKIM value.
• Copy the generated DKIM key and paste this key in the DNS record of your domain.
• Open a new window and log into your hosting account or where your DNS records can be accessed.
• Go to the section where you can create and view your DNS records (usually accessible under settings or manage). If you are unsure where to find your DNS records, please contact your hosting provider for assistance. For reference, you can see how to add a DNS record on GoDaddy.
• Once your domain has been verified, the affirmation displays on your dashboard.

In case of any changes, you can click Edit your Domain Settings to request a new DKIM key from this space of your dashboard.

Email Signature- Agency Info

The email notifications you send out to clients also display your agency name and contact details as an email signature.

To configure an email signature:

• From your dashboard, click the Notifications tab.
• Under Edit Agency Information, click Edit Info displayed below the address.
• 
• Fill in the address you would like to display as an email signature and click Save Email Settings.