What you need before you start
The name of your DNS provider
Login information for your DNS account
An email address at your domain
How to find your DNS provider
If you're not sure who your DNS provider is, you can check at https://mxtoolbox.com/DNSLookup.aspx
Type your domain into the empty field
Click DNS Lookup
Your DNS provider will display at the bottom
Generate TXT and CNAME values inside Givebutter
From the Engage tab in your dashboard, click on Set up domain.
Click + Add Domain and then select Use your domain and email address.
Enter your domain name, add a reply-to email, and click Add Domain. This will generate TXT and CNAME values. Close out of this screen. There will be red error messages:
Not connectedandNot active.This is expected.
Click the Copy icon next to the TXT name information.
Keep this tab open; you'll need it in a minute.
Add TXT and CNAME values to your Cloudflare account
In a new tab, login to your Cloudflare account.
Click on the name of the domain you want to connect to Givebutter.
In the next screen, click Manage domain in the far-right menu bar.
On the following screen, click Manage to the right of your domain name.
Under Quick Actions click on Update DNS configuration (we're finally there! 🎉)
Adding TXT to Cloudflare
In your Cloudflare dashboard, click the blue Add record button.
Click the arrow next to Type and select TXT.
Paste your copied value into the Name field.
Return to your Givebutter tab and copy the TXT Value field.
Paste that information in the Content field of Cloudflare.
Leave everything else as it is.
Click Save.
Adding CNAME to Cloudflare
Switch back to your Givebutter tab (make sure you keep your Cloudflare tab open too!) and click on the copy icon in the CNAME Name field to copy it to your clipboard.
Return to your Cloudflare tab and click the blue Add record button.
Click the arrow next to Type and select CNAME.
Paste your copied value into the Name field.
Return to your Givebutter tab and copy the CNAME VALUE field.
Paste that information in the Target field of Cloudflare.
Leave everything else as it is.
Click Save.
Run Verification in Givebutter
Return to Givebutter and click the Refresh Status button.
👉 Note: verification can take up to 48 hours. Our system will automatically retry your verification for 72 hours.
Continue on to the next steps while you wait for verification. As long as they are also completed, you'll be able to send emails as soon as the green verified badges appear.
Add email senders
In the Engage tab, click on Email Senders.
Click + Add new.
Enter the sender name and email address you want to connect and click Submit.
Emails must exist on the domain you have connected in order to be used for Engage.
A verification email will be sent to the email address you provided. Click verify email.
Your sender email should now show as Verified.
👉 Note: your sender email address must be verified before you'll be able to send outbound emails using Engage.
Branding
In the Engage tab, click on Branding.
Upload a logo - recommended dimensions 300px x 300 px, max size: 5MB
A logo is required to be uploaded before you can send outbound emails. If you prefer not to display a logo, you can upload a white square with the proper dimensions.
Choose a brand color.
Add an email logo hyperlink.
Address
In the Engage tab, click on Address
Enter your address information.
Click Submit.
Congratulations! 🎉 You're now ready to craft and send your first email via Engage!