Skip to main content

Setup Custom Email

Updated this week

The custom email is used when you invite users to your branded instance of Strategy Overview, including client users for the client portal. The invitation email and report emails will come from this email address.

  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 done 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.
      ​
      This will be the "From" address on the emails sent by Strategy Overview. It will need to be setup to receive email from external sources, so that you can receive an email confirmation as part of this process.
      ​
      We recommend making it [email protected].

    2. Test emailing the distribution list from an external source before proceeding further.

  3. Setup DNS for SendGrid (required for domain verification)

    We use Sendgrid www.sendgrid.com to send emails. You must configure DNS records so that SendGrid can verify and send emails from domain. This ensures your emails are delivered reliably and appear as sent from your domain (instead of being flagged as spam).

    1. Log in to your web DNS management portal and add the following records

      1. CNAME Records (Replace YOURDOMAIN with your actual email domain)
        ​

        1. Host/Name: emso.YOURDOMAIN.com
          ​Value/Alias: u23365381.wl132.sendgrid.net
          ​

        2. Host/Name: so._domainkey.YOURDOMAIN.com
          ​Value: so.domainkey.u23365381.wl132.sendgrid.net
          ​

        3. Host/Name: so2._domainkey.YOURDOMAIN.com
          ​Value/Alias: so2.domainkey.u23365381.wl132.sendgrid.net
          ​

    2. SPF (TXT record) Full Sendgrid guide here
      ​

      • if you have no SPF record on your domain, simply publish the following SPF record on it:

        v=spf1 include:sendgrid.net -all

      • if you already have an SPF record, simply insert include:sendgrid.net right before the terminating mechanism in that record.

        For example, if your current SPF record looks like this:

        v=spf1 a -all

        update it to:

        v=spf1 a include:sendgrid.net -all


      ​Note: Your DNS TTL values may be set high and it may take some time for DNS to propagate. You can temporarily adjust TTL values to low to propagate faster.
      ​

    3. DMARC Policy
      You should have a DMARC policy. Ideally Quarantine or reject. We recommend using PowerDMARC https://powerdmarc.com/
      ​​

  4. 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 created earlier for "Email".

    5. Click "Add"

    6. The new email address will be in table with status “Unverified”, and a confirmation email will be emailed to you.
      ​

  5. 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.

      1. Note - it usually still takes a few minutes verification for custom email settings to start working.

    4. Best by inviting a new user to your Strategy Overview tenant. It's best to use an external email address (a personal email address works great) to simulate adding a client to the Portal. It should come from your new app email and have your company logo.

If you have any trouble please submit a chat in the bottom right corner and let us know if you have a problem with the custom email flow.
​

Did this answer your question?