TABLE OF CONTENTS
- Customizing the "From" (Sender) Address for platform emails
- Troubleshooting Email Delivery Issues
- Adding an SPF entry onto your sender web domain
- Recipient Mail Server Filtering
Our platform uses SendGrid as our bulk emailing service, which means that all emails sent from our platform will run through SendGrid and be delivered by SendGrid servers.
Customizing the "From" (Sender) Address for platform emails
The platform will normally send emails from our "noreply" default sender address. If you want to customize this "from" address, you can do so at a company account level via the "Default Sender" options found on the Organization Setup page of the secure portal.
(Organization & Users > Organization Setup > Email Options)
Also, be sure to update any email connectors to be affected by ticking the "Use Default Sender Email and Name" box. 
(Form Connector's Page > Email Connector > Email Sent From > Default Sender)
Customers using our branded (white label) offerings can further customize the default sender address as applied to all company accounts under that brand.
Note that the "Customize Messages" option is purely a brand-level default; changes in the Organization Setup page of accounts under that brand will override the Customize Messages settings.
Troubleshooting Email Delivery Issues
You may find that emails sent by our platform (via SendGrid) are being filtered or "held" by your email server/provider, resulting in the emails not reaching their intended recipients.
All emails from our platform are currently sent through a single SendGrid IP address:
- 149.72.33.19
NOTE: This IP address will be used as of 27-March 2021, at which time the previous IP address will be deprecated.
Ask your IT administrator to add the above IP to their "approved" email originator lists - this should help with deliverability.
However, relying on IP address whitelisting only is not always sufficient. If you are using a custom sender email address on your email connectors (or elsewhere on the platform), then you should add an SPF rule to your chosen sender email domain. SPF (Sender Policy Framework) rules allow recipient email servers to verify that platform emails have been authorized to be sent from your sender domain, which in turn prevents your emails from being blocked/bounced as suspected spam email.
Adding an SPF entry onto your sender web domain
To add an SPF record, you need to log into the administration area of your sender web domain provider's website. You may need to search the knowledge base of your web domain registrar for the details of how to add an SPF record. For example, Namecheap's article is here while GoDaddy has help here. A quick Google search for "add spf record <your registrar name>" should find you the help document for your specific registrar.
Once you have found the area in the admin site that lets you add DNS records to your custom domain, you need to include a SendGrid reference. If you do not have an SPF record for your domain you must create a TXT record with the value:
v=spf1 include:sendgrid.net ~all
Already have an SPF record for your domain?
No problem. You simply need to add the SendGrid include onto your existing record. For example, if your record looks like this:
v=spf1 a mx include:_spf.google.com ~all
You just need to add include:sendgrid.net at the end of the string, before the ~all mechanism, like so:
v=spf1 a mx include:_spf.google.com include:sendgrid.net ~allMake sure that you save/apply your SPF record changes. Once this is done, the number of email bounces/blocks that you experience when sending emails from our platform should be negligible.
Recipient Mail Server Filtering
In some cases, having an SPF record on your sender email domain is not enough. Some email filters are very aggressive and some organizations have very strict receive email rules. In these cases you will need to talk to the administrators of the recipient server in question and request that the administrators whitelist SendGrid originating emails sent from your custom sender email address based on the email metadata.
This means that the filters will have an exception in place to allow your platform emails through.
If none of the above helps, then please feel free to contact our support team for further assistance. Our support personnel can check our SendGrid administration area to provide more details of blocks/bounces on request.
Conclusion
If none of the above helps, please contact our support team for further assistance.
Our support personnel can check our SendGrid administration area to provide more details of blocks/bounces on request.