Configuring a Standard Email Header for Your Campaigns

Modified on Wed, 4 Sep at 12:27 PM

Why Setting a Standard Email Header Is Crucial

  • Brand Consistency: Establishing a default sender name and email for your specific sending domains ensures every email reflects your brand uniformly. This consistent representation enhances professionalism and strengthens brand identity with your audience.

  • Boosted Email Deliverability: By utilizing a Default Header, you can avoid potential mismatches in email headers, reducing the likelihood of delivery issues. Sending through designated domains ensures better email deliverability, making it more likely your emails will reach the inbox.

  • Regulatory Compliance: Email providers such as Gmail, Yahoo, and Outlook continuously update their policies. Staying compliant is essential to prevent your messages from being marked as spam. The Default Header feature helps ensure your email campaigns are aligned with these requirements, improving both compliance and deliverability.


Step-by-Step Guide to Setting Up Default Headers in Your CRM


Follow the instructions below to establish your Default Header within your CRM platform:

  1. Open Settings: After logging into your CRM account, navigate to the settings menu.

  2. Access Email Configuration: From the left-hand menu, select "Email Services" and then choose "Dedicated Domain And IP" under the SMTP Services section.


Dedicated Domain

  1. Configure Header Settings: Identify the domain you'd like to modify and click on the three-dot icon for additional options. Choose "Set Headers" from the dropdown.


Set Headers

  1. Input Header Details: Enter the desired sender name and email address in the provided fields. These will be applied as the default for all emails sent through this domain.


Name and Email

  1. Save Configuration: Once you've filled in the necessary details, click "Save" to finalize the settings. You can view the saved name and email under the Default Header section.


Save

Following these steps will help you maintain consistent branding across your emails and optimize deliverability.

Frequently Asked Questions and Troubleshooting

  • What if I manage multiple domains?
    You can customize each domain individually by repeating the above steps, ensuring that each domain reflects its respective branding.

  • How can I confirm that my default settings are working?
    Run a test by sending an email to yourself or a small control group. Verify that the sender's name and email appear as intended.

  • Can I adjust the Default Header settings later?
    Absolutely. You can return to the "Set Headers" option for any domain and modify the default name or email as needed.



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