If you're looking to improve the deliverability of your proposals to prospects and clients, then look no further. Socket enables you to send proposals from your own email address, improving email deliverability and strengthening your brand 🎉
Follow our guide below or watch the video for a guided run through of how to get set up.
Navigate to Email Settings
In the left-hand menu, go to Settings > Practice Settings > Communications.
Under Send emails from custom address, you’ll see the current sending address.
1. Set Up Your Domain
Click Set your domain.
Your domain will auto-populate based on your email address, but you can update it if needed.
Example: mypractice.com
Click Submit to proceed.
Add DNS Records
You’ll be provided on screen with some DNS record instructions - DKIM and a
Return Path.
Add these records to your own domain’s DNS settings (outside of Socket).
If you manage your domain yourself, you can copy and paste the values using the clipboard icons next to each record.
If a third-party IT provider manages your domain, forward them the instructions (which will have been emailed to you automatically, when you were on the previous page).
2. Verify Your Domain
After adding the DNS records to our own domain DNS settings, click Check my domain.
Socket will verify that everything is set up correctly.
Once verified, press close and proceed to the next step.
3. Set Your Email Address
Click on 'Set up your email address'
Enter the email address you want to send from (it must match the verified domain).
Example: [email protected]
Click Set Up.
Your emails to clients will now be sent from this address.
Making changes
Once you're set up, you might need to make some changes:
Editing Your Email Address
You can update the sending address anytime (as long as the domain is verified).
For example, change from [email protected] to [email protected].
Click Edit Email Address and make the changes needed.
Reverting Back to Default Settings
If you want to switch back to sending emails from Socket, or start over:
Click Remove Domain.
This will reset the configuration, and you can repeat the setup process if needed.