To get started with Matik Mail, we recommend authenticating your domain. This article also suggests other best practices when getting started (e.g., defining your email CTA), and provides resources for building your first Mail template.
Authenticating your domain
Requirements:
- An active Matik Enterprise license that supports Mail
- A custom email domain for your enterprise (e.g. @matik.io)
- The ability to add DNS records to your domain host (your IT team or email admin can likely help you with this)
Authenticating your email domain with Matik Mail enables Matik to send emails on your behalf. Matik Mail will also work without completing this step; however, your emails would then be displayed as being sent from Sendgrid or Matik, making it more likely they be marked as spam by your recipients' email providers.
To start the authentication process, as a Producer Admin (see more about user roles), log into Matik and navigate to Enterprise Settings. Scroll to the Matik Mail section and click the "Validate" or "View & Edit Record" button.
(If you do not see either of these buttons, it is possible Matik Mail isn't turned on for your enterprise. Contact your Technical Account Manager or the team at support@matik.io.)
Clicking the "Validate" button will take you to the page "Authenticate Your Domain". Make sure you see your enterprise's domain name listed in the form (where .<your_domain> is shown in the screenshot below). If your enterprise's domain is not shown, or if it's incorrect, reach out to your Technical Account Manager.
Enter a subdomain for your email. This will appear on the “mailed-by” field in the emails you send via Matik. Note that this is separate from your "from" or "reply-to" values. The screenshot below shows an example; here, "em5094" is the subdomain, and it appears before the enterprise's main domain (in our example, matik.io).
The subdomain you choose must not already be in use by your domain for email - for this reason, we recommend using "matikmail". If you choose the subdomain "matikmail", and your main domain is simpleticket.com, then the mailed-by line in your emails sent via Matik would read matikmail.simpleticket.com.
After typing in your chosen subdomain, click on the "Generate Record" button. You will be presented with a JSON Record text file which will need to be added to the DNS record of your domain host. You will likely need to work with your organization's IT department or the administrator of your organization's email to complete this step.
Your domain host typically publishes your DNS records within a few minutes of requesting it. However, this can take as long as 48 hours.
When you or your IT department have confirmed that your domain host has published the DNS Records, the final step is to click the "Validate Records" button on the "Authenticate Your Domain" page in Matik. You can now send emails from your own domain via Matik.
If you need to change your subdomain for Matik Mail, you can do so by typing in a new subdomain, and then clicking the "Regenerate Record" button.
Best practices
As you get ready to launch your first Mail template, we recommend considering the following steps:
Define your email CTA (visit a page, book a call, adopt a new feature, etc.) and how you will track success
Consider what power features would help make your email successful (e.g., whether to include personalized slide(s) as an attachment, or whether you want to block emails from sending in certain conditions - see resources for creating Matik Mail templates below)
Determine what feedback you will want to gather from recipients, and how
In your launch plan, account for sufficient testing time during the build and after the Mail template is finished
Your Technical Account Manager is also available to consult on what setup will be best for your use case and goals.
Resources for creating and sending Mail content
See the following articles for help setting up your first Matik Mail template, for sending Mail content, and for managing Mail sends:
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