Majority of the settings available on the Team Email Settings are very simple to set up. However, some email settings require the assistance of someone with more technically savvy, like your IT department, to ensure everything is properly configured to your team's existing tech.
In this article, you will learn about SalesLoft's more advanced team email settings, including:
When it comes to email deliverability, there's no magic bullet to guarantee your team's emails will reach a prospects' inboxes. However, setting up email exchange records can greatly reduce the risk of an email being flagged as spam.
The Email Deliverability Checklist verifies whether or not your email domain has been set up with specific email exchange records.
The checklist searches for the following email exchange records:
- Custom Tracking Domain
- SPF (Sender Policy Framework)
- DMARC (Domain-based Message Authentication, Reporting & Conformance)
- DKIM (DomainKeys Identified Mail)
SalesLoft will scan for the Custom Tracking Domain, SPF Record, and DMARC record based off your team's email domain.
To verify the DKIM record, follow these steps:
- Navigate to the Email settings under the Communication section of your Admin settings.
- Scroll to the Email Deliverability Checklist.
- Click Check DKIM Records below the checklist.
- SalesLoft will check for the DKIM configuration. Once SalesLoft fetches the DKIM status, the status turns green.
Things to Note: If you leave the email settings page, the DKIM status will reset. When you go back to the page, the DKIM record status will be yellow, meaning you must check the status.
You can determine the state of your email deliverability health based on the status icons that appear next to each checklist item. The status options include:
|Requires Action: Manual check required|
SalesLoft uses shared tracking domains by default in order to track sent messages. This means the email tracking domain we use does not match up with the sender’s (your) domain.
Unfortunately, when tracking domains do not match their sender's domain your email's risk of being reported as spam significantly increases.
One way to greatly reduce the likelihood is by using custom domain tracking that changes the default tracking domain to links that contain your url.
To setup a custom tracking domain for your team, follow these steps:
- Decide what subdomain you would like to use. The format for subdomains follows this pattern: text.yourdomain.com. So, for example, our subdomain could be sales.salesloft.com.
- Once you have decided your subdomain, reach out to firstname.lastname@example.org so that our support agents can set up the custom tracking domain.
- Support will provide a CNAME reference using the subdomain you choose.
- After you have your CNAME, reach out to your IT team or administrator to add the CNAME reference to your DNS record.
- Once that is completed, inform our support team. Support will add the subdomain in SalesLoft.
- Send emails with your own domain and drastically decrease the potential of your messages going to spam.
For more information on how opens, clicks, and replies are tracked, check out our Email Analytics knowledge base article.
SalesLoft's open tracking technology uses pixels to register opens, but the pixels fail to ignore "self views." So, if you open your own email to view a response, your metrics add that as an open, which messes with your data.
SalesLoft can block opens from certain devices when IP addresses or a range of IP addresses are provided.
Things to Note: SalesLoft cannot block self-views in Gmail. Google routes all email images (i.e. anything with a pixel) through proxy servers that make it impossible for SalesLoft to detect the IP address from which the tracking pixel is loaded. To limit the likelihood of self views in Gmail, send your emails by clicking the Loft It button. The Loft It functionality is available in Gmail through the SalesLoft Google Chrome Extension.
To block an IP address from your open/view tracking, follow these steps:
- Go to the Team Settings Email tab.
- Scroll to the Block Opens by IP Addresses.
- Enter a valid IP address in the text box.
- If you are entering multiple IP Addresses, each IP should be on its own line.
- Hit Save.