Email Channel Setup

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If you're unsure about how to add DNS records, you can consult with your IT or DNS administrator for guidance.

Insider One's Email Onboarding Wizard helps you effortlessly set up and utilize the Email product for your promotional emails. Before starting to create any email campaigns, you should complete the following steps:

  1. IP Address Assignment
  2. Domain Management
    1. Domain Submission
    2. DNS Records Configuration
  3. Unsubscription Management
  4. Setup Finalization

To complete your Email channel setup, you can visit Insider Onboarding Center > Channels Setup > Email Setup:

Email setup

When you navigate to Experience > Message > Email for the first time, the Email Setup Required message will welcome you, as it is required to set up your account before sending promotional emails.

Email setup required

1. IP Address Assignment

In this step, you should enter the expected maximum number of emails you plan to send monthly. If you have previously signed the contract for Email product usage, you will see the monthly email volume entered and it is non-editable.

IP address assignment

The monthly email volume information is required for us to optimize the email delivery process for your account and effectively match your sending needs.

Sharing your expected email volume helps us ensure the best possible email delivery experience for your account. Your emails will reach their intended recipients reliably, promoting engagement and communication success.

Why do we need this information?
Optimal Email Delivery: Your email volume helps us determine the most suitable email infrastructure for your needs.
Shared or Dedicated IP: Based on your expected volume, we will allocate either a shared or dedicated IP address to your Inone account. This IP address will be used for sending out your emails.

Dedicated IP is a static Internet Protocol (IP) that does not change within time.  Shared IP is a dynamic Internet Protocol (IP) that is used by multiple senders at the same time. When you utilize a dedicated IP to send email marketing campaigns, you enjoy complete authority over your campaigns and their delivery. Conversely, in the case of a shared IP, multiple users send emails from a shared IP address, as the platform groups senders together for user convenience. The categorization is determined by the email service provider.

Shared IP address

If your expected email volume is below 3 million emails per month, then a shared IP address will be assigned. This is suitable for accounts with a consistent and reasonable email volume.

Sharing an IP with others can provide some level of reputation protection, as senders with good sending practices collectively contribute to a positive sender reputation.

Once you enter your monthly volume and submit your request, shared IPs will be assigned to your Inone account immediately. We usually assign 3 to 5 shared IPs to the account for smooth deliverability.

Request for dedicated IP addresses

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You can also request a dedicated IP address to be assigned to your account. In this case, Insider One's Email Deliverability team will contact you to define the number of dedicated IPs for your account's needs. Please note that a dedicated IP is a paid service.

Dedicated IP

If your expected monthly email volume is higher than 3 million or you require more control over your sender reputation, a dedicated IP address will be assigned.

A dedicated IP can ensure that your sending practices are not influenced by others, and allow you to build your own reputation over time.

Once you enter your monthly volume and submit your request, Insider One's Email Deliverability team will contact you to define the number of dedicated IPs for your account's needs.

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Monthly volume cannot be manually edited on the panel as it's pre-added to your account based on your signed contract.

2. Domain Management

In this step, you can seamlessly manage and verify your sender domains for optimal email deliverability and sender reputation.

Domain management

The Domain Management step includes two sub-steps that allow you to connect and verify your email sender domains:

1. Domain Submission
2. DNS Records Configuration

2.1. Domain Submission

The sender domain helps your recipients identify your emails and builds trust. Here, you can add the sender domain from which your emails will be sent.

A sender domain example: subdomain.rootdomain.com

In the Domain Submission step, you will be guided on entering your subdomain and rootdomain to define and submit your sender domain. Adding a root domain is mandatory to proceed. While adding a subdomain is optional, we strongly recommend using a unique subdomain to improve your domain reputation and email deliverability.

If you want to add more than one sender domain, you can click the Add Another Domain button and define new sender domains. 

Once you enter your sender domains, you can click the Confirm and Submit button to proceed to the next step and get the necessary DNS records for your sender domains. 

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Once you submit your Sender domains from the Domain Submission step, you will not be able to edit this page again.

If you want to add new Sender domains, you can always visit Components > Domain and Sender Management.

Domain submission

Only users with Collaborator, Editor, or Administrator access can submit a domain. If you do not have the necessary access, you should upgrade your access.

2.2. DNS records configuration

Once you add your sender domain, the next step is to add domain records into your DNS configuration system and verify it. 

Until this step is completed, your domains' verification status will be Pending.
DNS records configuration

Adding a CNAME (Canonical Name) record to your DNS configuration is to redirect from one domain or subdomain to another. These records help establish your ownership of the sender domain and enhance email deliverability.

To do your DNS configuration, you can refer to Configuring DNS Settings or follow the steps below:

1. Log in to your DNS provider's dashboard
Log in to the dashboard or control panel of your DNS hosting provider. This is where you manage your domain's DNS settings.

2. Locate DNS records
Navigate to the section where you manage DNS records. This is often referred to as "DNS Management", "DNS Settings", or "DNS Records".

3. Create a new DNS record
Find the option to add a new DNS record. It might be labeled "Add Record" or "Create Record".

4. Add CNAME records
Choose the record type CNAME. Copy the Host value from the DNS RECORDS table in Inone as displayed in the example above (e.g. s1._domainkey.yourdomain.com), and paste it into the Name or Host field in the DNS settings.

Copy the Value record from the DNS RECORDS table in Inone, and paste it into the Points To or Value field in DNS settings (e.g. u21398234.wl.sendgrid.net).

5. Add DMARC record

As of February 2024, the DMARC record will be mandatory, required by Gmail and Yahoo. We recommend adding a DMARC (Domain-based Message Authentication, Reporting, and Conformance) record to your DNS configuration as an important step to enhance email security and prevent email spoofing. DMARC helps recipients' email servers determine whether incoming emails from your domain are legitimate. 

Once your DMARC record is active, we will receive email reports about email authentication and delivery. These reports provide insights into the sources of email sending on behalf of your domain.

To add a DMARC record to your DNS configuration:

#1 Choose the record type TXT, copy the Host value from the DNS RECORDS table in Inone, and paste it into the Name or Host field in DNS settings (e.g., _dmarc.yourdomain.com, replace yourdomain.com with your actual domain).
#2 Add this record into the Points To or Value field in DNS settings: v=DMARC1; p=none; rua=dmarc_agg@dmarc.everest.email; ruf=dmarc_fr@dmarc.everest.email; fo=1; pct=100; rf=afrf.

If you have your own email deliverability monitoring system, you can add it instead. 

6. Save the records
After adding all the CNAME records, save the settings. It might take some time for the changes to propagate globally across the DNS network, so it's possible that the changes will not take effect immediately. Make sure to double-check your records after implementation to ensure they are correctly configured.

7. Verify the CNAME records
After the DNS records are propagated, you can verify their existence using the Verify button on the Inone Domain Management page to confirm if your CNAME record has been added correctly. 

If you receive a Failed status while verifying your domain, it means your DNS records are not added, added incorrectly, or still not propagated.

Once at least one of your sender domains' DNS record is verified, you will see the Skip button enabled and you can continue with the Email Setup Wizard. However, keep in mind that you will not be able to send emails from your unverified sender domains. If all sender domains have been successfully verified, you will see the Next button enabled, and can continue.

Sender address

To create your sender addresses, you can visit Components > Domain and Sender Management and define the sender addresses for your sender domains.

1. Go to the menu next to your sender domain, and click Add Sender Addresses

Domain and sender management2. Give your sender address a name that your recipients will see in From, and the username, which is the first part of the email address you will use to send emails from.
Create sender address

After adding a sender address, you can make it a default sender from the menu. The default sender address will be selected automatically for every new email campaign once created. 

You can also delete a sender address from the menu. Note that you cannot delete a default sender address, so you need to make another sender address as default in order to delete it.

3. Unsubscription Management

In this step, you can manage your unsubscribe lists, unsubscribe groups and unsubscribe pages. 

For each Global Unsubscribe, Unsubscribe Groups and Unsubscribe Page, you will be asked if you want to configure them. If you select yes, you will need to visit the Global Unsubscribe, Unsubscribe Groups and Unsubscribe Pages to configure them.

You can import the list if you have one, or add it manually. You can also skip this step and complete it later. For more information about Global Unsubscribe, Unsubscribe Groups and Unsubscribe Pages, you can refer to:

Once you have imported or created your Global Unsubscribe, Unsubscribe Groups, and Unsubscribe Pages, you will see the number of users, groups, or pages in their respective fields.

Unsubscription management

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To skip this step, you can select the Not Yet option for your unsubscription configurations. However, it is highly recommended that you configure them, as it might be required while creating email campaigns.

4. Setup Finalization

Congratulations! You have now completed your Email product setup.

Setup finalization

After you have completed your Email product setup, you can create and save segments for targeted campaigns. You can tailor your content to specific audiences for improved results like enhance engagement and conversion rates. 

Furthermore, you can utilize Attributes and Events in your Email product.

Finally, to achieve the best deliverability outcomes from your email product, we highly recommend you follow the Automated Email Warm-up plan that will be automatically generated for your account.