The majority of the Team Email Settings are very simple to manage. However, some email settings require the assistance of someone with more technical know-how, like a member of you 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:
- Email Deliverability Checklist
- DKIM Records Lookup
- Using Custom Tracking Domain
- Enable SalesLoft Mail with Reply Tracking
- Block Opens by IP Address
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)
- DMARC is set up by your team (aka the person controlling your domain). For more information, check out DMARC's website overview.
- DKIM (DomainKeys Identified Mail)
Each time you view the Email Deliverability Checklist, SalesLoft scans for the Custom Tracking Domain, SPF Record, and DMARC record based off your team's email domain. The DKIM record requires action from an admin to verify the record.
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|
DKIM records verify that your company owns your email domain by sending domain-specific, encrypted keys with each email sent. While other email deliverability checklist items use exchange records to check their status, DKIM doesn't follow these same rules since the encrypted keys are specific to your domain.
In order for SalesLoft to confirm your DKIM record, you (or an IT member) must enter your DKIM selector. You can find the selector in the DKIM-Signature header for messages signed with a DKIM key. The value show after the s= is your selector.
Once you have found your selector, follow these steps to verify the DKIM record:
- Navigate to the Email settings under the Communication section of your Admin settings.
- Scroll to the DKIM Record Lookup.
- Enter your selector ID in the available text box. Things to Note: Ask your IT Department to provide the selector ID.
- Click Lookup DKIM.
- SalesLoft will check for the DKIM configuration. Once SalesLoft fetches the DKIM status, the status turns green.
Things to Note: The DKIM status will reset when you leave the team Email settings tab. Each time you access the team Email settings tab, the DKIM record status will be yellow, meaning you must verify the status.
SalesLoft uses shared tracking domains 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, mismatched tracking and sender domains can significantly increase the risk of your email being reported as spam.
However, setting up a custom tracking domain can greatly reduce the likelihood of your emails landing in a spam folder. Custom domain tracking replaces links that use the SalesLoft default tracking domain with 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". For example, our subdomain could be sales.salesloft.com.
- Once you have decided your subdomain, reach out to firstname.lastname@example.org so our support agents can set up the custom tracking domain.
- Support will provide you with 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 Mail with Reply Tracking grants your team access to SalesLoft's Mail feature with the added bonus of tracking email replies.
In order to use SalesLoft Mail with Reply Tracking, you must request the feature from your SalesLoft Customer Service rep. Then you will work with a support rep to get SalesLoft Mail with Reply Tracking set up, since there are some backend pieces only Support has access to.
Things to Note:
- We recommend looping in your IT department to set up SalesLoft Mail with Reply Tracking
- SalesLoft Mail and SalesLoft Mail with Reply Tracking are two separate features.
- SalesLoft Mail with Reply Tracking will not be displayed in your admin email settings, or on your team member's email settings, by default.
To enable SalesLoft Mail with Reply Tracking for your team, reach out to email@example.com, CC your IT team, and request SalesLoft Mail with Reply tracking. The SalesLoft Support Team will assist you in your setup.
When backend setup is complete, your team members will see the SalesLoft Mail with Reply Tracking on their Email settings tab. and customers are ready to connect to the SalesLoft Mail with Reply Tracking email client.
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, the email tracking adds that self view 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: Self-Views from Gmail will not be counted when a user has a logged into their session of SalesLoft or if you are using the SalesLoft Chrome extension for Gmail.
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.