ControlShift uses a third-party email delivery platform, Sendgrid, to send and deliver emails to platform users. While Sendgrid is an authorized subprocessor and use of Sendgrid is included in your organization's platform subscription, we encourage organizations to configure deliverability settings to ensure that your organization's emails are successfully delivered.
Q: Why should my organization configure these settings?
A: This process will prove that ControlShift has authorization to send platform emails on your organization's behalf using your organization's domain. Configuring these settings will improve the deliverability of the emails we send from the platform.
Before we dive in, please note that some of these steps require changes to your organization's DNS. If you're not familiar or comfortable with updating DNS, you may want to send these instructions to your organization's tech contact.
Setting the Contact Email
First you'll need to set your organization's Contact Email. The Contact Email is the email address that platform emails are sent from, both to supporters who to take action and to admins subscribed to notifications. To set your organization's Contact Email, go to the admin homepage > Settings > Contact and enter the appropriate email address. Then click to Save. Please note that this email address should be tied to your organization's domain.
Once you've entered the appropriate Contact Email, you can continue configuring your organization's deliverability settings by going to [your-platform-url]
/org/settings/deliverability and clicking to Configure.
The Domain listed on this page is based on your organization's Contact Email. If the domain here is not correct, you should update your organization's Contact Email instead of editing the domain from this page. In the Email field, enter an email address for your organization's technical contact. Then click to Save.
After saving, the Deliverability page will update to include information about your organization's new Sendgrid subuser account. Included on this page will be a list of three CNAME records that your organization will need to configure in their DNS manager.
For each of these records, the URL on the left should (through the CNAME record) point to the URL on the right. (If you need help setting up a CNAME records, please see: https://controlshiftlabs.zendesk.com/hc/en-us/articles/203532437 or your DNS manager's help documentation.)
Once you've created the relevant CNAME records, return to the deliverability settings page and click to Verify. If your DNS records are configured correctly, you'll see two success messages. (Please note: it may take a few minutes for these new records to propagate.)
If you have any questions, or need any help, please send us a support email.