How to connect your Domain for Email Sending

If you are wanting to use email automation within PatientBase, you will first need to verify your domain for sending emails.

First, you will need to navigate to Marketing -> Settings -> Domains

From there, you will need to select + Add Domain which will bring up a pop-up to enter your domain. You will only need to enter your domain, not the email handle (i.e.✔️domain.com ❌email@domain.com)

Once you have entered your domain and clicked Submit, the Verification Records will pop up which you will need to add to the DNS settings of your domain host/registrar (i.e. GoDaddy, HostGator, NameCheap, etc.). 

Once you have entered the TXT and CNAME records to your domain DNS, it will take up to 24 hours to verify your domain.

When your domain is verified it will be updated and displayed as VERIFIED

Adding these 2 records (TXT, CNAME) to your DNS settings for your domain will NOT affect your email server (Gmail, Outlook, etc.).

The TXT record is used purely to verify with PatientBase that you are the owner of the domain.

The CNAME record is used for authenticating your emails via DKIM (DKIM is a framework for digitally signing your outbound emails in a way that the receiver (normally the receiver’s email provider) can verify that they were authorized by your domain.)

DKIM validates the EMAILS THEMSELVES (this domain approves of this email)… not the companies, systems, or servers that sent the email---------------

Your email is connected as an email server via an MX record and will not be affected by adding these additional TXT and CNAME records.