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Setup custom email

Updated over 2 weeks ago

The custom email is used when you invite users to your branded instance of Strategy Overview. The invitation email and report emails will come from this email. We recommend making it [email protected]. (You can make it whatever you want but we recommend app because many MSPs are branding Strategy Overview as their company app.)

  1. Requirements

    1. Check Subscription
      Subscription plan must be Backer or higher.

    2. Check Role
      User role must be Administrator or Manager.

    3. Setup custom domain
      You must setup Custom domain first (otherwise custom email won't work). Follow this guide if you have not do it yet.

  2. Create Distribution List

    1. First you should create a distribution list in your Office 365 or Google workspace for your custom email so you can receive the email. We recommend making it [email protected] (Note you need to be able to send to it from external sources. Don't miss that textbox)

    2. Test the email to make sure you get it
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  3. Setup Custom Email

    1. Navigate to Settings > Branding ? Custom email

    2. Click “Add Data"

    3. Enter your company name or your company app for "Sender name (From)". Example: Dunder Mifflin App

    4. Enter your app email for "Email". Example: [email protected]

    5. Click "Add"

    6. New email will be in table with status “Unverified”.
      ​

  4. Verify

    1. Wait until you get your "Custom Email Confirmation" email.

    2. Click "Confirm Custom Email" link (Note, that link will be available for 168 hours)

      1. If you don't see your email please check your junk or quarantine.

      2. If you still don't receive it, please use the chat in bottom right corner to submit a ticket to us.

    3. If everything correct, you will see the status as Verified under your custom email

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