Email Onboarding

This article helps you to understand the different steps to be followed during your email onboarding process.

Prerequisites

Ensure that your target audience is ready for email onboarding. For this to be achieved make sure the below points are followed:

Import your subscribed users in the DB, and make sure this does not include previously opted-out or suppressed users.
Upload your opted-out users in DB with their unsubscribe profile attribute marked as TRUE.
Make sure to complete the website and app SDK integration so that your new users flow directly into MoEngage and real-time events are available.
Note that you can send emails without completing the website and app SDK integration. However, if you have never sent emails before, ensure that the integration is completed.
This is applicable for both MoEngage Sender and Other Email Sender.

Steps for Email Onboarding

Choose Your Domain

Both MoEngage Email Sender and Other Email Sender should ensure that they follow the below point while choosing the domain.

Make sure that the email sending domain (from domain) is the subdomain of your website domain. For example, if the website domain is https://www.example.com/ then the from domain is anything.example.com.
You must choose the sub-domain you want to use. If you own the website, you can create or configure subdomains without incurring any additional costs.

info	Information To know why a sub-domain is recommended for sending bulk emails, refer here. To understand the root domain, website domain, sub-domain, and from domains, refer here.

Choose Your Dedicated IPs

The number of dedicated IPs you need depends on your sending volume and pattern.

This has already been added to your contract, or the MoEngage email deliverability team helps you to configure the optimal number of IPs.

Check with your email vendor for recommendations. For basic guidelines, refer here.

DNS Configuration and Validation

Generate DNS Records

Fill out the Email Onboarding form and the team generates the DNS records for you.

You must generate DNS for the domains and IPs you plan to use. For more details refer to the below links:

Add DNS Records

Both MoEngage Email Sender and Other Email Sender should ensure that they pass the DNS records to your IT team to add to your DNS records. After the records are added, validate the DNS records.

Validate DNS Records

The MoEngage email deliverability team validates the DNS records. For this, make sure to inform the MoEngage team that DNS records have been added.

You must validate the DNS records. For more details refer to the below links:

Configure Email Settings

After DNS is validated, the MoEngage system needs to be connected to the vendor where you have configured and validated your domain/IP to send emails from MoEngage.

The MoEngage email deliverability team configures email settings for you if your DNS records are successfully validated.

You must configure the email settings.

Test the Email Settings

After the above steps are done, test to ensure everything is intact and working as expected.

The MoEngage deliverability team gives the go-ahead after testing is completed.

You must test email settings before sending your first campaign and ensure that the email compliance requirements are met.

Send Your First Email

Both MoEngage Email Sender and Other Email Sender should ensure that they follow the below points before sending emails:

Follow the warm-up plan and guidelines.
Make sure your email content is relevant and readable.
Create your first email campaign.

Monitor the Sent Emails

Both MoEngage Email Sender and Other Email Sender should ensure that they follow the below points after sending emails:

Monitor and make adjustments as required.
Make sure to follow the best practices for successfully delivering your emails.

info	Information Follow the best practices whenever required to successfully deliver your emails