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👋 Getting Started With Saleshandy - Technical Setup
👋 Getting Started With Saleshandy - Technical Setup

Setting up your login email, Sending Email, Email Signature, DNS Records- SPF, DMARC, DKIM, Custom Tracking Domain and Email Warmup

Yashal Vagadia avatar
Written by Yashal Vagadia
Updated over 4 months ago

Hello there, Saleshandy users! 👋

Getting Started with Saleshandy

💡Important: Keep this Article open, and kindly open the links on a new page

Before you start sending email campaigns to your prospects, it is important to do a technical setup to make sure your emails are landing in primary inboxes.

Here is a quick checklist for you:

  1. Set up your Salehandy Account

  2. Connect your Email Account

  3. Setup DNS Records

  4. Setup Custom Tracking Domain

  5. Setup Email Signature

  6. Setup Email Warm-up

  7. Setup Advanced Deliverability Settings

Step 1️⃣ Setup your Salehandy Account

📌 Quick Note: Saleshandy has Two Types of Email Addresses you need to know about.

Login Email

Email Service Provider(ESPs)

Used For

  • Login

  • Sharing Billing & Account Information

Used For

  • Sending Email Campaigns/Sequences

💡And guess what? Both Login & Email Service Provider Emails can be Different.

Step 2️⃣ Connect your Email Account

You can connect your Email Account in two ways, actually Three.

  1. Google/Microsoft Native Integration

  2. SMTP/IMAP

  3. Bulk SMTP/IMAP

To add your Email Account go to Settings > Email Accounts > Add Email Account.

Follow the steps below and open the articles in a new tab while keeping this tab open:

Google/Microsoft

SMTP/IMAP

Bulk SMTP/IMAP

📌 Remember

  • We have a Native Integration with Google and Microsoft.

  • Make sure you give all permissions to Saleshandy else the connection will not be successful.

🌟Prerequisite

🌟Prerequisite

  • You can add up to 100 emails in the CSV, and it shouldn't exceed 5 MB in size.

Checkout the Article:

Checkout the Article:

Checkout the Article:

Step 3️⃣ Setup DNS Records

You need to set up three DNS Records, primarily.

  1. SPF

  2. DMARC

  3. DKIM

⚠️ Important: Setting the SPF & DMARC record is not applicable if you use a free email account like gmail.com, outlook.com, or yahoo.com.

You can set it up only using a business email with your domain attached (i.e., [email protected]).

So that you know, this setup needs to be done from your email provider side.

How to Check in Salehsandy if the DNS records are set up for your email account?

  1. Create your email sequence inside Saleshandy

  2. Add/Connect your email account by going to your sequence settings

  3. Once that is done, click on sequence score to check your email setup score.

  4. You can go to Email setup score, it will show if your records are set up or not.

If your records are all set up you are good to go, otherwise you need to set up records.

Keep reading to know how:

How to Set up SPF Records?

SPF 🔒acts as the lock, specifying which authorized servers can send emails on your domain's behalf. Along with DKIM, it forms a robust defense against unauthorized email activity. 🔐✉️

If SPF records are missing, you must create a new TXT record. Hence, you will need access to your domain's DNS manager.

📺 Video Guide

You can learn more about SPF by following this guide.

How to check if your SPF is set correctly?

You can go to this website and enter the domain of that email address.

If it shows a green checkmark next to SPF ✅, it means an SPF record has been added to that domain, but it doesn’t necessarily mean it is correct.


You can click on SPF, and it will show the SPF value added in the DNS manager.

You can review that value to check whether the SPF value is correct or not.

How to Setup DMARC Records?

DMARC is a powerful email authentication protocol that takes email security to the next level.

It allows domain owners to set policies for email receivers on how to handle emails that fail authentication checks.

If DMARC records are missing, you must create a new TXT record. Hence, you will again need access to your domain's DNS manager.

📺 Video Guide

If you want detailed steps to learn about DMARC, follow this Guide.

How to check if an email account has DMARC set correctly?

Take a look at the link below to check whether your DMARC records are set up.

How to set up a DKIM record?

By using DKIM, you build trust with email providers, which improves your email deliverability.

It helps your emails land in the recipients' inboxes instead of being flagged as spam.

If DKIM records are missing, you must create a new TXT record. Hence, you will again need access to your domain's DNS manager.

📺 Video Guide

Refer to this quick video guide:

Follow this guide to learn more about DKIM.

How to check if an email account has DKIM set correctly?

Again, go to the DMARC guide and check to see if the record is properly set up or not.

Step 4️⃣ Setup Custom Tracking Domain

A custom tracking domain is your unique domain or subdomain that you use exclusively to track open rates and clicks in your emails.

If you don't have a custom tracking domain, Saleshandy uses a shared tracking domain to track your opens and clicks.

📺 Video Guide

Refer to a quick video guide to set custom tracking domain inside Saleshandy:

To learn more about DKIM, follow this guide.

Step 5️⃣ Setup Email Signature

An Email Signature is like a virtual business card that leaves a lasting impression on your prospects. It typically includes your Name, Title, and Contact Information.

🪜Steps to Follow

  1. Navigate to Settings >> Email Accounts.

  2. You can choose the Email Account to which you want to ‘Add a Signature’.

  3. Go to general settings, and you will see an email signature box to add your signature.

If you're looking for a detailed guide, check out the article: ✍️Email Signature: What, Why, and How to Set it Up?

Step 6️⃣ Setup Email Warmup

We have partnered with TrulyInbox, a specialized email warm-up tool, to provide you with a better and more reliable solution.

TrulyInbox offers a free solution that allows you to connect unlimited email accounts, but you can start warming up your emails according to your plan details.

This tool will remain free for Saleshandy Paid users according to the Saleshandy Plan details.

Refer to this step-by-step process to set up warm-up for your email account.

Step 7️⃣ Setup advanced deliverability settings

These are some deliverability-friendly settings that help in improving the daily sending limits of your email accounts.

Simply go to Settings >> Email accounts >> Choose the email account >> Sending settings

  1. Setup daily email sending limits

It is recommended to keep it below 50 for best results. Anything more than that can impact your deliverability.

2. Setup time interval between two emails

Make sure you are having some gap between every next email to avoid alerting spam filters. 90-160 seconds gap is something that is best.

3. Enable ramp up

Email Ramp-up is a method used to increase your daily email sending limit over time gradually.

Instead of bombarding your recipients with a ton of emails all at once, you start with a small number and then gradually increase it each day

Check out this guide to set up email ramp-up for your email account

That’s all folks!

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