When you send an email from your CRM site or when a system notification email is sent out, the email will show your email address to the recipient.
However, since the email is actually sent from an IRIS CRM server, behind the scenes the email will still show the sender domain to be "iriscrm.com".
The difference between the sending server domain and the domain shown in the email's sender address may lead to email systems potentially rejecting the message or marking it as spam mail.
In order to avoid this potential issue, you can add SPF and DKIM records in your domain's DNS settings which indicate that the iriscrm.com email server is authorized to send messages from you.
Adding an SPF Record
Find the TXT record in your DNS settings that has a value starting with "v=spf" and edit that value. There can only be one record with SPF information in it. If none exists, it can be created. The only change needed is to add "include:_spf.iriscrm.com" in the record.
Here's an example, where the bold part is added to show IRIS CRM is allowed to send messages using your email address:
Current Value: v=spf1 +a +mx -all
New Value: v=spf1 +a +mx include:_spf.iriscrm.com ~all
TTL: 1 hour / 3600
Adding a DKIM Record
Create a new record in your DNS with the following info (replacing 'yourdomain' with your actual email address's domain).
Points to: dkim.iriscrm.com
TTL: 1 hour / 3600
Confirming the DNS Changes
To confirm your SPF and DKIM records was added correctly follow these steps:
- Go to http://mxtoolbox.com/SuperTool.aspx
- Select SPF Record Lookup option from the dropdown list.
- Enter your domain (from your email address) and click on SPF Record Lookup to do the search.
- Your record will display below and show the details, including any failures. Soft fails are fine.
- Change the drop-down option to DKIM Lookup and change the value to search for to yourdomain.com:iris, and then click on DKIM Lookup to do the search.