In the Email Configuration area, administrators can add and authenticate your organization’s domains and manage the email addresses that users can select as From and/or Reply To options when sending content. All of the configured email addresses must use one of your organization’s authenticated domains. Your organization configured the primary settings in this area as part of your initial setup of Applied Marketing Automation, but you can update the domains and email addresses available if necessary. Use caution when making these changes, however, because they affect users’ ability to send email and may disrupt reporting and metrics on existing campaigns.
Marketing Automation automatically syncs users and their contact information from Applied Epic nightly. You can also sync users from Epic manually at any time. The system automatically adds the email addresses for any new users added during the sync to the Valid Email Addresses list on this page.
To access the Email Configuration area, click Configuration in the navigation menu and select Email Configuration.
If necessary, you can add additional domains or delete unneeded ones. You must have at least one authenticated domain before you can add email addresses for it and begin using Applied Marketing Automation. To authenticate each domain, you must update its DNS host. Authentication may take up to 48 hours to complete. Unauthenticated domains display a status of Unverified. Authenticated domains display a status of Active. Only email addresses from authenticated domains are available for selection as From and Reply To options.
If your organization’s authenticated domain is a subdomain of a primary domain your organization's employees use in Applied Epic, you can send drip campaigns from Dynamic Servicers whose Email 1 addresses in Applied Epic end with the primary domain. For example, a Dynamic Servicer with the Email 1 address email@domain.com in Applied Epic can send drip campaigns if their verified domain in Marketing Automation is subdomain.domain.com. If the Email 1 address does not match the verified domain exactly, emails display to recipients as sent on behalf of or via (for example, user@marketing.yourbrokerage.com sent on behalf of user@yourbrokerage.com).
If you add or delete a domain, make sure you also update your Branding Profiles to use the appropriate settings.
If you need to add a domain for your organization due to a merger or acquisition or to support additional brands, you can do so directly from Email Configuration. Each domain must be authenticated and display an Active status before you can add email addresses and use them to send one-off emails or campaigns.
To authenticate your domain, you must log in to your DNS host and enter the information for each DNS Record listed on the Email Configuration page in Marketing Automation.
For each record, do the following:
Once you have provided this information for all records, you must wait for authentication to complete. This may take up to 48 hours.
If you have multiple domains, you can delete unneeded ones. However, you must have at least one authenticated domain remaining after the deletion, and at least one email address that uses that domain. Deleting a domain does not update the Reply To address on emails your organization has already sent or delete email addresses associated to existing campaigns. However, those email addresses will not be available for selection on future campaigns or one-off emails.
Be aware that after you delete a domain, Marketing Automation will no longer track additional clicks, opens, or other metrics for campaigns sent from it in Reports and Metrics (although existing metrics for these campaigns will remain available).
You cannot delete a domain if you have campaigns in any of the following statuses:
Important! If you have deleted a domain and need to restore it, contact Applied Customer Support.
The system adds email addresses for users automatically or manually synced from Applied Epic. It automatically checks to prevent duplicates, but it may add duplicate email addresses if the same address is used on employee accounts associated to different Epic users. For this reason, it is best to make sure each Epic employee's email address is unique
To make email addresses available as From or Reply To options, you must add them to the list of Valid Email Addresses. You can add as many email addresses as necessary, but they all must use an authenticated domain.
After adding email addresses, you must grant permission to each user before they can select them as From and/or Reply To options.
You can edit email addresses and the names associated to them when necessary, for example if an email address was added incorrectly or contains a typo. Remember that every email address must use one of your authenticated domains. The Domains dropdown allows you to filter the list to display only email addresses for a specific domain.
If necessary, you can delete an email address to make it unavailable for selection throughout the system. Before deleting it, remember that each user must have at least one email address added to their permissions for use as a From and Reply To option, or they will be unable to send email.
In the Valid Email Addresses list, click the Delete link in the email address’s row. If necessary, filter the list by selecting the email addresses’ associated Domains from the dropdown, or click the Email column heading to reverse the list’s sort order. When prompted, confirm the deletion.