Welcome to Mailvio

Welcome to Mailvio! We Focus on Your Email Deliverability

We're sure you're super excited to dive into Mailvio, but we recommend moving step by step. We've created a structured path for you to follow to get the most out of it.

Simply click on any step, and you'll be directed to a page where you can learn everything in detail through video tutorials.

Let's Get Started!

Step 1: Verify Sender and Essential Record Setup

To ensure optimal email delivery and compliance with email provider policies, it is crucial to authenticate your sending domain by adding SPF, DKIM, and DMARC records.

Additionally, integrating tracking and CDN records and configuring custom MX records are essential steps for Mailvio because we want you to achieve the best results.

These actions verify the sender's identity and improve inbox placement, trackability, and overall email performance. By completing these essential tasks, you can enhance your email marketing

efforts and achieve better results with Mailvio.

IMPORTANT:

If you decide to use a sender domain from Mailvio’s warmed-up domain pool, you can skip Step 1 completely. Everything will be automatically done for you.

Okay, let’s get to the action

There are several essential steps you must follow diligently without skipping any. These steps involve verifying both the domain you are sending and the associated email address.

First Step: Verify Your Sender Domain

This step involves authenticating your sending domain by adding SPF and DKIM records via your DNS manager, such as GoDaddy, Namecheap, or Cloudflare

Two Ways to Authenticate:

Easiest Method: Use our sender verification tool, which currently supports GoDaddy,

Namecheap, and Cloudflare.

Manual Method: Manually add these records through your DNS manager.

If you own a domain registered with any of the mentioned platforms, as well as any other DNS managers not listed, you can manually add these details without any problem.

If you prefer the easiest method and are using a DNS manager from GoDaddy, Namecheap, or Cloudflare, please check out the following article.

If your DNS manager is not listed above, follow these steps to authenticate your sender domain by adding SPF, DKIM, and DMARC records,

This process ensures a smooth setup regardless of your DNS manager.

Refer to the instructions below to understand the process without making errors:

How to Add SPF and DKIM Records

Step 1: Log in to your Mailvio account

Step 2: From the Dashboard, click on the profile icon in the top right corner

Step 3: It will reveal a drop-down menu; select "Integrations" from the available options

Step 4: Once in the Integrations section, click "My Domains"

Step 5: Click “Add & Verify Domain” and enter the email address associated with the domain you verify.

Step 6: Verify Your Sending Domain (You will receive the email at the address you have provided)

Once verified, proceed to include the necessary DNS entries, host values, and DNS values required for both main domains and sub-domains for adding SPF and DKIM.

Step 7: Click on the "Authenticate" button to access the SPF and DKIM records.

Step 8: Log into your DNS manager account or access your domain settings.

Step 9: Look for an option to add DNS records in your domain provider.

Step 10: Click on “Add New Record” to create a CNAME record for a=dding DKIM. In the placeholder where you will be asked to add the name for the CNAME record, paste the first record value you received from the authentication process, for example, mp1._domainkey.

Note: When adding records, you do not need to include your domain because your DNS manager automatically includes it. For example, if the record name you are adding starts with "MP1._DOMAINKEY.YOURDOMAIN.COM," it should be entered as "MP1._DOMAINKEY." This is true for most DNS managers, but not all of them; some may require you to add the complete entry like "MP1._DOMAINKEY.YOURDOMAIN.COM."

Step 11: Host: Copy the second value provided in the authentication records and paste it into the Value placeholder.

Step 12: TTL (Time to live): Set the value to Automatic or whatever the default setting is.

Note: If you are in a hurry and want faster propagation, then use the lowest value available.

Step 13: Save the new CNAME record.

Now that you have successfully added all the important records for DKIM, the only one missing is SPF, and it's quite simple to add that detail as well.

Step 14: Click on “Add New Record” to create a TXT record for adding SPF. In the placeholder where you will be asked to add the name record for the simple use @ as the value.

When setting up the SPF record for your domain, it's important to note that you should not have more than one SPF record for a top-level domain. Having multiple SPF records can lead to conflicts and cause issues with email delivery.

Top-level domain (TLD): The highest level in the domain name system, typically denoting the domain extension such as .com, .org, .net, etc.

Subdomain or lower-level domain: A domain that is part of a larger domain, placed to the left of the top-l evel domain. For example, in mail.example.com, "mail" is a subdomain of "example.com.", for the subdomain can have their own SPF record

Step 15: Paste the value you receive from Mailvio during the authentication process into the value placeholder of the TXT record. For example, v=spf1 include:spf_234mailvio.ourmailsender.com include:spf.titan.email ~all

Step 16: TTL (Time to live): Set the value to Automatic or whatever the default setting is.

Note: If you are in a hurry and want faster propagation, then use the lowest value available.

Step 17: Once you have added all necessary records, click "Authenticate” to allow DNS to propagate the changes.

If you want to use subdomains and not the main domain, you can follow a process similar to the one outlined for the main domain. When adding SPF and DKIM records for subdomains, it's important to note the following:

SPF Record for Subdomains: Each subdomain can have its own SPF record. Include the necessary SPF details for each subdomain to ensure proper email authentication.

DKIM Record for Subdomains: Similarly, you can set up separate DKIM records for each subdomain by following the steps mentioned earlier, ensuring that the DKIM records are specific to each subdomain

Remember, you can modify these instructions to suit your particular situation. If you need further help or have additional questions, we are here to assist.

Once you have authenticated your sender domain, the next step is to add your Whitelabel tracking, CDN, and DNS records.

Tracking and CDN records:

So let's start with tracking and the cdn domain:

If you prefer to watch the dedicated video and read an article where you can go into a bit more detail on how to add tracking and CDN domains, you can refer to this article:

https://support.kvsocial.com/294773-How-to-add-your-Tracking-and-CDN-records

Step 1: Select "Company Profile," then choose the "My Domains" tab.

Step 2: Find the sending domain where you want to add the records. Click on the "Add Tracking Domain" button.

Step 3: A new page will open with some text, but you don't need to know the type of record you are adding yet.

Step 4: Click on "Add Tracking Domain" to proceed.

Step 5: Enter details about your tracking domain and click the "Authenticate" button.

Step 6: The record type will change to a CNAME record.

Step 7: The subdomain will be named "tracking," and the value will be provided.

Note: This value needs to be added to your DNS Manager.

Step 8: Go to your DNS Manager and add a new CNAME record with the name "tracking," the value obtained from the authentication process, and set the TTL to default.

Note: It may take up to 48 hours to update, but it usually only takes a few minutes. Your tracking domain should be authenticated shortly.

CDN Records:

Now it's time to add the CDN domain. The process is straightforward, similar to the other records you've added:

Step 1: Select "Company Profile," then choose the "My Domains" tab.

Step 2: Click the "Add CDN Domain" button and enter your subdomain

Step 3: Navigate to your DNS Manager and find the section for managing DNS records.

Step 4: Locate the option to add a new DNS record.

Step 5: Set the record type to CNAME.

Step 6: Click "Authenticate your CDN Domain" to obtain the CNAME value that will be updated in the DNS record.

Step 7: Copy the second value provided in the authentication records and paste it into the Value field.

Step 8: Set the TTL to the default value.

Step 9: Click "Save" to add the record.

Step 10: Click on "Authenticate the CDN Domain."

Note: It may take a minute or two for the DNS record to resolve. After a brief wait, your CDN domain should be fully authenticated.

After Adding Your Whitelabel Domain Tracking and CDN/DNS Records now it is time for you to add the Custom MX Records

Adding custom MX records for your sending domains

Step 1: Verify SPF and DKIM: Before adding the custom MX records, ensure that you have already verified your SPF and DKIM records for your sending domain.

NOTE: Do not remove or modify the SPF and DKIM that you've previously added to your sending domain and instead create new records for the Custom MX.

Step 2: Navigate to your Company Profile on the Dashboard, then proceed to My Domains. Select the domain you want to add Custom MX records for and locate the Setup MX Records option to click on.

On the new window, add the needed records listed there. After they've resolved, you may click on Check Records to see if you're successful. Once all the records are added and resolved by your hosting provider then the cogwheel will turn green indicating that the process is successful.

Step 2: Access MX Records Setup: Once you have verified SPF and DKIM, log in to your domain hosting provider account. In this example, the domain hosting provider is Namecheap.

Step 3: Locate Custom MX Records: On the MX Records setup page, you will see options to add specific records to your sending domain. Take note that Namecheap organizes these records under "Custom MX" instead of the typical section for adding records

Step 4: Add MX Records: The first record you need to add is the MX record. If you have already added it, you can choose to edit it. Under the "Custom MX" section, click on "Yes" to proceed.

Step 5: Add MX Record Details: In Namecheap, you don't need to add the top-level domain. Simply enter the subdomain name. For example, if the record asks for
"mpmail.mailvioprospect.com", only add "mpmail" under the "Host" field. The value should be provided, and the priority to 10. Choose "Automatic" or the lowest value available. Click on "Save" to add the record.

Step 6: Add CNAME Record: The next record to add is the CNAME record. Click on "Add New Record" and select the "CNAME" option.

Step 7: Add CNAME Record Details: Similar to the MX record, exclude the top-level domain and enter the subdomain name in the "Host" field. Paste the provided target value and click on "Save" to add the record.

Step 8: Add TXT Record: The last record to add is the TXT record. If you already have an SPF record, ensure that you add another TXT record instead of modifying the existing one. Click on "Add New Record" and select the "TXT Record" option.

Step 9: Add TXT Record Details: Add the subdomain name under "Host". If it's the top-level domain, only enter "mpmail". Paste the provided value for the SPF record. Set the lowest priority value available. Click on "Save" to add the TXT record.

Step 10: Wait for Record Resolution: It may take approximately 2 to 4 hours for the records to fully resolve. Check back after this timeframe to see if the records have been successfully resolved. If not, the system will indicate which records are still pending.

Step 11: Verification Message: Once all three records have been successfully resolved, you will receive a verification message indicating that the custom MX records have been set up.

That's it! You have now successfully added custom MX records to your sending domain. If you have further questions, please reach out to us here.

You are now all set and ready to start sending emails. The next step is to request our team to review your account setup and enable the sending of emails. To request approval, you need to create an email campaign step by step and proceed to the final stage of the campaign creation. At this point, locate the orange-colored "Request Approval" button and answer the questions asked.

If you encounter any issues while requesting approval, create a support ticket at support@mailvio.com

You can refer to the following article to learn how to create an email campaign. https://support.kvsocial.com/340477-How-to-create-an-email-campaign

Step 2: Mastering Mailvio

This is your second vital step, where you will learn how to use Mailvio effectively and get started as a complete beginner.

Starting with new software can sometimes be overwhelming, so we have made it as easy as possible for you. You can learn everything you need to do with Mailvio, such as creating email campaigns, building and managing workflows, integrating with other tools for lead collection, and much more.

Also, we recommend checking out our Mailvio Academy, where you can learn more about Mailvio through our step-by-step video tutorials, especially if you are a visual learner

If you have further questions, please reach out to us here (make sure to choose Mailvio as the product)

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