If you enable your own Email Domain, then all the emails you send through FreeAgent will be delivered to your contacts without ever going to the spam folder. This feature also includes the Health checks for your Domain.
Configuring your Email Domain will also allow you to enable Email Tracking. With it, your entire organization will gain access to Email Analytics for all the emails that you send out through FreeAgent CRM. You will be able to know when your emails are opened and if the links within were clicked. This is a great piece of information to have, as you could plan your follow-up call right after that email was opened, or replace the call to action of your link if it is not being clicked.
User Permissions: Only the Administrators can use this feature.
In this tutorial we will cover the following topics:
- Navigate to Email Domain
- Add New Email Domain
- Health Checks
- Enabling Email Tracking
- Possible Error Messages
Navigate to Email Domain
Open the menu and go to 'Admin Settings' to display the available options, then click 'Email Domain'. You can also use the search function, just start typing 'Email Domain'.
Add New Email Domain
You will need a custom Email Domain to enable this feature. The required information to create a New Email Domain is:
|Email Domain||Your company's email domain||freeagentsoftaware.com|
|Selector||A DKIM selector is specified when the private/public key pair is created when DKIM is set up for the email domain (or email sender), and it can be any arbitrary string of text.|
|Email Tracking Enabled||If set to 'Yes' it will track all the emails sent through FreeAgent CRM, from that moment on. You will need to specify the email tracking subdomain and if SSL is used for tracking.|
|Email Tracking Subdomain||This is the name you used for your subdomain. Please note that you only need to add the subdomain and not the entire URL as the system autocompletes it when running the health checks.||
if you type: cdn.freeagentsoftware.com you will get an error.
|Use SSL on email Tracking||If you are required to enable||
Yes, for CDN
No, for CNAME
Once you have configured your Email Domain, the system will perform health checks, so make sure your Email Domain configuration includes:
- MX - Mail Exchange
- SPF - Who has the authorization to send emails.
- DMARC - what to do with suspicious emails.
- DKIM - signature (key)
In case the Email Domain and Sub-Domain are not correctly configured, the health check will fail and provide an error message. You can learn more about them in the 'Possible Error Messages' section of this tutorial.
We recommend that the configuration be carried out by an IT Manager.
If everything was correctly configured, your Health Check status will say 'Passed' and you will see the checkmark right next to each of the 4 checks performed.
If you are looking to enable Email Tracking, then you will need to create your Sub-Domain. There are two different options for you to choose from, depending on what it is that you want to accomplish.
Create a CNAME
For this option, email attachments will require a new window to open in order for them to be downloaded.
You will need to configure a CNAME in your email domain that redirects to our email domain: freeagent.network. Then use the CNAME as the Email Tracking Sub-Domain in FreeAgent CRM.
If you enable Email Tracking then under the 'Use SSL on Email Tracking' configuration, you will need to select 'No'.
Create a CDN (Content Delivery Network)
This will allow you to enable SSL for your Email Tracking Sub-Domain. With this, your email attachments are downloaded straight away.
Configure a CDN and add an SSL certificate to it. This CDN needs to use the same domain as your email to prevent your emails to be marked as spam by email providers. Use the CDN as your Email Tracking Domain and make sure to click the checkbox to enable SSL in FreeAgent CRM.
Any CDN will do since you won't be making use of their content cache feature. We just need it to act as a proxy for the Email Tracking Sub-Domain. These are just some of the options available in the market: Google Cloud CDN, Amazon CloudFront, StackPath, Rackspace, Cloudflare, KeyCDN, CacheFly, Sucuri.
If you enable Email Tracking then, under the 'Use SSL on Email Tracking' configuration, it is recommended that you select 'Yes'.
Email Tracking Subdomain
This field expects only the name of the subdomain you created and not the entire URL as the system autocompletes it when running the health checks.
For example, if your Subdomain is called 'subdomain' then only enter 'subdomain', if you type subdomain.domain.com, you will get an error.
Possible Error Messages
The Sub-Domain used doesn't exist or the DNS record is not yet available.
Verify that your Email Tracking Subdomain field contains only the subdomain name and not the entire URL and try again.
If you just created it, please wait and try again later.