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Getting Started with Matik Mail

Mail Overview

Matik Mail makes it easy to bring personalized, data-driven presentations & one-pagers to all your prospects and customers by automating the sending of Matik-generated content as email attachments.

Mail Setup

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 Domain

Setup of Matik Mail requires authenticating your email domain with Matik Mail. This enables Matik to send emails on your behalf. Matik Mail will work without completing this step; however, your emails will be displayed as being sent from Sendgrid or Matik and are more likely to be marked as spam by your recipient’s email providers.

To start the authentication process, log into Matik and navigate to Enterprise Settings (You must be a producer admin in Matik). Scroll to the Matik mail section and click “Start Authentication”. (If you do not see this screen, it is possible Matik mail isn’t turned on for your enterprise. Contact your account manager or Matik Support - support@matik.io)

Enter a subdomain for your email. The subdomain you enter will appear on the “mailed-by” field in the emails you send out from Matik (See screenshot below for an example).

The subdomain you enter shouldn’t be currently used by your domain for email. We recommend using the subdomain “matikmail”. In that configuration, mailed-by for a company with the domain simpleticket.com would appear as matikmail.simpleticket.com. This will not impact the from or reply to fields.

 

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 have confirmed with your domain host or gotten confirmation from your IT org that your domain host has published the DNS Records, the final step is to press “Validate Records” on the “Authenticate Your Domain” page in Matik settings.

If you need to change your subdomain for Matik Mail, you can do so using the “Regenerate Record” button.

Building Mail Templates and Generating Emails

See the following help articles to continue getting started with Matik Mail:

  • Creating Matik Mail Templates
  • Generating Emails with Matik Mail
  • Managing Content Generation in Flows

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Related articles

  • Creating Matik Mail Templates
  • Generating Emails with Matik Mail
  • Dynamic Content Overview
  • Matik App for Salesforce Setup
  • Quickstart Guide to Generating Content

Articles in this section

  • Getting Started with Matik Mail
  • Creating Matik Mail Templates
  • Generating Emails with Matik Mail
  • Managing Content Generation in Flows
  • Creating Sender, CC: & BCC: Dynamic Content
  • Dynamic Charts and Tables in Matik Mail
  • CSV Bulk Generation For Matik Mail

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