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Getting Started: Setting Up Email & Notifications

  • Updated

Setting up your email and domain in Value Builder ensures seamless communication with clients and internal teams. This guide will walk you through configuring SMTP, connecting your domain, understanding email types, troubleshooting common issues, and optimizing email performance.

Table of Contents

  1. Configuring Email Sending (SMTP & Domain Connection)

  2. Understanding Email Types & Notifications

  3. Troubleshooting Common Email & Notification Issues

  4. Maximizing Email Performance

1. Configuring Email Sending (SMTP & Domain Connection)

Setting Up Custom SMTP

Using a custom SMTP server enhances email reliability and branding. To configure:

  1. Go to Settings > Email & Notification Settings in your Value Builder account.

  2. Choose an option:

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    • Use Gmail or Outlook:

      • Select your email provider.

      • Log in and grant Value Builder permission to send emails on your behalf

    • Use Custom SMTP: Enter your SMTP provider details:

      • SMTP server address (e.g., smtp.yourdomain.com)

      • Port number (465 for SSL or 587 for TLS)

      • Authentication details (username and password)Note: you may need to go to your email hosting provider for support on getting information for these fields.

  3. Save your settings and test the connection.

Connecting Your Domain for Email Sending

To improve email authentication and avoid spam filters:

  1. Access Domain Settings: Go to Settings > Email & Notification Settings > Connect a Domain.

  2. Enter your domain and email address, then click Connect.

  3. Find and Access your DNS Hosting Provider. 
    • If you are not sure where your domain is hosted, you can do a DNS search here with your domain: DNS LookUp

  4. Update DNS Records in your domain registrar’s DNS management panel:

    • Add the provided TXT record (mandatory for verification).

    • Do not add MX and CNAME records if they already exist.

  5. Verify the connection (DNS changes can take up to 24 hours).

Learn more: Step by Step Guide for Connecting Your Domain

2. Understanding Email Types & Notifications

Email Types

  • System Notifications: Password resets and system alerts are sent from info@thevaluebuildersystem.com.

  • Marketing & Client Emails: Nurture Cycle emails, Smart Flows, and invitations come from your email domain (if SMTP/domain is connected).

Browser Notifications

If enabled under Settings > Email & Notification Settings > Notification Settings, you’ll receive pop-up alerts for selected activities.

Adding Team Members to Notifications

To ensure key team members receive notifications:

  1. Go to My Profile > Account Information > Edit.

  2. Copy All Notifications To: Select team members.

  3. Click Save Changes.

Learn more: Copying Team Members on Emails

3. Troubleshooting Common Email & Notification Issues

SMTP & Email Delivery Issues

If emails are not sending:

  • Verify SMTP credentials (username, password, server settings).

  • Check DNS record setup (SPF, DKIM, DMARC configuration).

  • Confirm email provider restrictions (some block external SMTP use).

More details: Email Sending Guide

Push Notification Errors

If push notifications don’t work:

  • Ensure browser settings allow notifications.

  • Confirm push notifications are enabled in Value Builder settings.

  • Restart your device and try again.

Learn more: Fixing Push Notification Errors

4. Maximizing Email Performance

Implementing Email Authentication (DKIM, SPF, DMARC)

To improve deliverability and prevent spam issues, set up these DNS records:

  • DKIM (DomainKeys Identified Mail): Adds a digital signature to verify email authenticity.

  • SPF (Sender Policy Framework): Defines authorized mail servers for your domain.

  • DMARC (Domain-based Message Authentication, Reporting, and Conformance): Prevents phishing and spoofing attempts.

Steps to Configure Email Authentication

  1. Log in to your domain provider’s DNS settings (e.g., GoDaddy, Namecheap).

  2. Add TXT records with values provided by your email service (Google Workspace, Microsoft 365).

  3. Verify your settings with your email provider.

Building Your Email Reputation

Email providers monitor your sending habits like a credit score. To improve your reputation:

  • Start by emailing familiar contacts.

  • Use Nurture Cycle emails to engage recipients.

  • Avoid sending bulk emails immediately.

Learn more: How to Maximize Email Performance

Following these steps will ensure reliable email delivery, prevent spam filtering, and improve communication efficiency in Value Builder. Need further assistance? Contact Value Builder support for help!

 

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