How do I customize the 'from' email address in Prefinery emails?

Before you can customize the "from" email address for the emails that your Prefinery account sends to users, you will first need to verify your control of the domain email address. Here's how: 

Adding a New Sender Address on a Project

1

From your dashboard's left navigation sidebar, click on Email then select Senders. 

2

In the  Sender Addresses page, click on the red  Add an Email Address button in the top-right corner to open up the modal. Fill in the From Name and From Email fields and click the Create button. 

If you have just created your project, then the sender address you've set during the project creation wizard would've been added already so you can skip to the next step below. 

3

A confirmation email is automatically sent to the  From Email address that you added. Check the mailbox for that address and make sure to click on the confirmation button within the email to proceed. 

If you're not receiving the confirmation email in your inbox after 10 minutes, check if there's any filters and/or forwarding set for that particular mailbox. There had been cases where the verification emails from us were automatically being forwarded to another mailbox and deleted from the initial mailbox, others automatically marked as read and archived.

4

Once the email address is confirmed, the next step would be to validate your email address domain. To get started, click the actions menu (triple dot button) for your newly-added sender address then choose Verify Domain. 

Verifying the domain ensures that your sent email arrives in your user's inbox. Additionally, emails signed by your own domain will look as if they've been sent directly from you, rather than delivered by prefinery.com. 

5

Still in the Sender Addresses page, in the Domain Verification section, click the View Verification Instructions button to find more information about the changes you need to make on your domain's DNS settings. Verifying your domain will require you to add a DKIM record to the domain's DNS settings. You do not need to add a SPF record. 

If you've already done the above and are still not able to verify the domain, please allow up to 24 hours for the changes in your DNS settings to propagate depending on how fast or slow your DNS provider is. Most of the time, it just takes less than an hour. You can use the provided  Verify button to trigger a recheck of your updated configuration. 

6

Now that your email address and domain are verified, you'll need to assign it as the new sender for your messages since it will not be automatically assigned. There are two different ways on how you can do this: 

A. If you want to assign this new sender address to all your email messages, while still in Email > Senders click on your new sender address' Actions  (triple dot menu) dropdown and select Apply to all email messages. 

B. If you only want to use this new sender address for specific messages, not all of them, navigate back to Email > Messages on your dashboard's sidebar menu, find the message you want to assign this new sender address to then click on its Actions dropdown and select Edit. 

In the message's Settings tab, set the new sender address in the From dropdown and Save your changes. 

Replacing an Existing Sender Address on a Project

Here's how you can replace an existing sender address on a project, whether reusing the same address domain or a different one. It's a method similar to when you want to change the sender (from) name.

1

From your project dashboard go to Email > Senders, and click on the Add an Email Address button to proceed with adding the sender address you want to use. 

2

Once the new sender address is added, use its Actions button to Apply [it] to all email messages like as shown below. 

3

You can then proceed with deleting the old sender address, or leave it there to perhaps reuse later. 

Reusing a Sender Address or Sender Domain on Another Project

By default when you create your first project you'll be asked to set, during the project creation wizard, your first sender email address (you can add more later on) which will be both unconfirmed and domain unverified . 

Once you have that exact sender address confirmed and domain verified on a project, you can also reuse it on other projects. 

When reusing the same exact sender address

When the next project is created, just navigate to Emails > Senders where you'll find that it is already confirmed by default so just click on the Verify Domain button on the reused sender address like as shown below. It will instantly get domain verified - you no longer need to go through the domain verification steps again. 

When adding a new sender address from the same domain

If you need to add a different sender email address (e.g. hello@example.com) but still from the same domain (e.g. you initially added, confirmed and domain verified info@example.com), you'll only need to confirm via email like as shown below. The domain is again already verified in this case.