You can add custom domains to Tidio, and use them for both the Helpdesk and Campaign tools. This feature can help your emails look more professional overall, and also avoid common issues with emails reaching your customers and subscribers.
Adding and verifying your own domain
This setting allows you to specify a domain that you own, and configure your DNS records. For each domain you add and successfully verify, you can also add custom aliases.
You have the option to connect your domain automatically or manually , whichever is more convenient for you.
Go to Settings> Domains :
…and use the Auto Connect or Manual Connect button there:
Automatic connection
The automatic connection method may be much smoother for you, so it’s a good option to try first. This method is powered by Entri , which can help you connect your domain in a few simple steps (as long as your domain provider is supported by Entri, which you can check here ).
After you choose this method, you will be asked to provide the domain you want to connect:
Next, the domain will be checked for all relevant details – all to enable a secure and smooth connection:
During this process, you will be asked to enter your provider login information to allow Tidio to connect to your domain. You will likely need to confirm the connection request with a security code that will be sent to you via email.
When everything is successfully verified, you will see a confirmation screen:
You will then see your domain listed under Domains , with an appropriate status label showing the current connection status:
Of course, there you can try to reconnect if errors occur, have the domain connection request removed , or use the Open Instructions option to see the exact DNS records required for your connection – which allows you to connect your domain manually if you prefer.
Manual connection
By choosing the manual method, you will receive a set of instructions: the DNS records required to connect your domain with Tidio.
In the first pop-up window, enter the domain you want to use:
Next, you’ll see your unique DNS records – use them in your domain provider’s DNS settings as listed, and that’s it!
As in the example below, you should see two TXT records and one CNAME record:
When you have added your domain to Tidio, you will see it listed under Domains , along with its current status and DNS information. You can also remove any additional domains from the list, as well as try the Auto-Renewal option if you want to try the automatic method (explained in the previous section):
Interesting use: Custom domains can be used not only to enhance the professional look of your emails, but also to create personalized experiences for your customers. For example, you can create unique domains for different campaigns, allowing you to more accurately track the success of your campaigns and understand customer behavior.
[note_box] Quick tip: If you’re not sure how to set up your DNS records, it’s a good idea to check if your domain provider offers tutorials or technical support. This can save you a lot of time and headaches! [/note_box]
Implementing a DMARC record in your DNS settings
There is another DNS record you may need to implement in your DNS settings. This is an email security standard that Google and Yahoo started requiring in early 2024, and it applies to large-scale email senders.
What is DMARC?
DMARC (Domain-Based Message Authentication, Reporting, and Correspondence) is an authentication method for outgoing emails. By implementing DMARC, you improve your email security, protect your sender identity, and contribute to improved email delivery.
In the short guide below, we will only focus on the most basic form of DMARC implementation. If you are interested in details or more advanced settings, please refer to external guides like this one .
How to add your DMARC record
Similar to the DNS records we discussed in the first section of this article, DMARC must be added as a TXT record in your DNS settings. Here’s the basic form of a DMARC record:
שם המחשב:
_dmarc.example.com
ערך:
v=DMARC1; p=reject; rua=mailto:john@example.com
Of course, you should use your computer name instead of example.com .
In the ” value ” field, make sure you use an active email address (instead of john@example.com ). We strongly recommend not using your official business email address , or even your personal email address, as this address will be used to receive XML reports from various mail providers. It’s best to have a dedicated email address for this purpose, as you can expect to receive a lot of such reports once you start sending campaigns.
Generally, the value is something you can edit to some extent – but we won’t go into those options here. If you want to know more, feel free to check out the Mailgun manual (as mentioned earlier).
By implementing DMARC, you ensure that you meet the latest security standards and demonstrate compliance with standards applicable to higher-traffic email senders.
Setting up campaign tools and helpdesk
Once the domain is verified, it will be available in the drop-down menu in the Settings section.> Helpdesk> Sender address . It will also be available in the Settings section.> Campaigns> Sending domain . Once a verified domain is selected, your emails will be sent directly from your domain.
Please refer to the articles below for more details on the settings of each tool:
Helpdesk settings
To set up your Helpdesk, you need to make sure your domain is verified. Next, you can set up the sender address that will be used to send messages to your customers. This is a crucial step that will ensure that your customers receive your messages from a known and trusted address.
Steps to set up a Helpdesk:
- Access the settings menu.
- Select the Helpdesk category.
- Enter your sender address.
- Save the changes.
Campaign settings
As with Helpdesk, you need to make sure your domain is approved. You can then choose the domain from which your campaigns will be sent. This is an important step that will ensure that your campaigns reach your customers in a professional manner.
Steps to set up campaigns:
- Access the settings menu.
- Select the Campaigns category.
- Select the domain you want to use.
- Save the changes.
Once you have the tools set up, you can start sending messages to your customers, both through the Helpdesk and through campaigns. This is an important step in increasing the effectiveness of your customer communications.
It’s also important to track the responses and successes of your campaigns. You can use analytics tools to understand what’s working and what’s not, and make improvements accordingly.
In conclusion, adding custom domains to Tidio is a great way to improve your communication with customers. By connecting custom domains, you not only improve the look of your emails, but also increase the chances that your emails will reach their destination.