Increase Deliverability for Emails Sent by Versa

Introduction

Versa Cloud uses sendgrid.net as email delivery agent if you do not have your own email SMTP server (from Setup, email accounts) configured. You would be prompted in Versa to set up a few records in your DNS server when trying to send emails. This step is not required but highly recommended.

How To Set UP

Click on any sales orders, invoices or quotes to email the document, you will be promoted to set up Domain Authentication. Choose Yes .

Then you will be asked to confirm the domain name of your company. Click on Continue.

After this, you will be asked to set up a few records in your DNS server to tell the world that sendgrid is authorized to send email on your behalf. This will increase the chance your emails will be received properly by your customers.

DNS stands for Domain Name System. This is a naming system for domains on the internet. DNS is used with the domain name associated with your email. If you do not use email addresses with your own domain name and instead use email services like google.com, yahoo.com etc, you can skip this setup as you won't have access to the DNS servers for these domain names.

If you do not know where the DNS sever is with your domain name, it is usually kept with the domain registrar where you registered your domain name. Godaddy is a popular service for domain registration.

You would need to set up 3 CNAME records in your DNS server. Look for a section in your DNS administration area that allows you to add new CNAME records. Put the text under the Host column as a Host/Name for this new CNAME record, and then copy the text under value column as new value for this new CNAME record.

An example of this would be em123.yourdomain.com.

Below is an example of the CNAME values under the HOST column as they are displayed and how you will need to enter them into your DNS management with one of these providers:

• HOST/NAME em123.yourdomain.com . ENTER CNAME RECORD HOST/NAME AS: em123
• HOST/NAME s1._domainkey.yourdomain.com ENTER CNAME RECORD HOST/NAME AS: s1._domainkey and the value text provided (eg. s1.domainkey.u10023232.wl232.sendgrid.net) as Value for new CNAME record.
  
• HOST/NAME s2._domainkey.yourdomain.com ENTER CNAME RECORD HOST/NAME AS: s2._domainkey and the value text provided (eg s2.domainkey.u10023232.wl232.sendgrid.net) as Value for new CNAME record.
  

For some DNS servers, you might need to add a dot at the end of text for the 2nd and 3rd entry like this

s1.domainkey.u10076096.wl097.sendgrid.net.

Once this is done, click on the Verify button in Versa Cloud and you might need to do this a few times before we can verify. If everything goes well, you will be set. Otherwise, the system will tell you which record needs to be modified.