User Guide
AgencyHandy User Guide - For Agency
AgencyHandy User Guide - For Agency
  • en-us
    • AgencyHandy User Guide - For Agency
      • Introduction of AgencyHandy
        • Why should you choose Agency Handy?
        • Who is it for?
        • What are the benefits?
        • How does it differentiate itself from others?
        • Plans & Pricing
      • Account Verification
      • Sign Up
      • Log in
      • Accessing the Main Interface
      • Workspace Config
        • Set up General Settings
        • Set Up Appearance
        • Set Up Custom Domain
          • AgencyHandy Hosting with Cloudflare
          • Agency Handy Hosting with Namecheap
        • Set Up Sign-In Portal
        • Set Up Sign-Up Portal
        • Set Up Emails
          • Setup Email Address
          • Setup SMTP
          • Email Template Configuration
          • Sending a Test Email
        • Tax Rates
        • SEO Portal
      • Resetting Password
      • Setting Multiple Workspace
        • Create a new Workspace in AgencyHandy
        • Deleting a Workspace in AgencyHandy
      • Services
        • Create a Service with Multiple Packages, Default Tasks & FAQs
        • Edit/Update a Service
        • Delete a Service
        • Add-on Setup in Services
        • Multiple Pricing and Multiple Packages
        • Create Multiple Service Group
        • Service Configurations
        • Setting the Trial Period for a Service
        • Setting Default Tasks for a Service
        • Setting up a Setup Fee
        • Coupon System
        • Portfolio
        • User Review
      • CRM
        • Clients
          • Create Clients Profile
          • Import Clients
          • Export Clients
          • Client Configuration
          • Edit a Client Profile
          • Delete a Client Profile
          • Manage Client's Recent Order
          • Manage Client's Recent Ticket
          • Manage Client's Recent Invoices
          • Create Client Group
        • Lead Management
      • Orders
        • Create an Order
        • Edit/Update an Order
        • Create Tasks in an Order
          • Task Modal/Activity Page Manage
          • Edit Task in an Order
          • Delete Task from an Order
          • Time Tracking
        • Manual Order Create for Unpublished Services
        • Client Task Creation
        • Add-On Support in Manual Orders
        • Delete an Order
      • Subscription
        • Subscription Management & Recurring Billing in Agency Handy
        • Common Subscription Use Cases
        • Automatic Invoice Generation
        • Subscription Filter, Search, and Sorting
        • Reminder on Subscription
        • How Stripe Generates Subscription Payments for Agency Handy
        • How PayPal Generates Subscription Payments for Agency Handy
      • Forms
        • Order Form
        • Intake Form
        • Public Forms
      • Proposal
        • Proposal Dashboard
          • Send a Proposal
          • Accept a Proposal
          • Reject a Proposal
        • Sending a Proposal with Specific Package
      • Tickets
        • Ticket Dashboard
          • Create a Ticket
          • Edit a Ticket
          • Delete a Ticket
      • Teams
        • Team Dashboard
          • Invite & Add a Team Member
          • Set Role & Permission for Team Members
          • Remove Team Member
      • Invoices
        • Invoice Dashboard
          • Invoice Settings
            • Invoice prefix
          • Create an Invoice
          • Edit an Invoice
          • Delete an Invoice
          • Download/Print an Invoice
          • Send an Invoice to a Client
          • Export Invoice
        • Wise Support in Manual Subscription Invoices
        • Reminder on Invoice
      • Integration
        • Integrating Stipe
        • Setting up PayPal
        • Webhook Management
          • How to use/create Webhook
          • Authenticating Webhooks
          • Testing Webhook Event
      • Embedded Applications in Agency Handy
      • Files
        • Manage Files in Order Task
        • File Feedback
      • User Policy of AgencyHandy
      • Settings
        • Setting Up Profile
        • Manage Subscription
          • Viewing Plan Summary
        • Redeem Promotion Code
      • API Integration Guide
        • 🚀 Create a New Lead Using API
        • 👨‍🔬Create a New Client
  • French
    • Guide d'utilisation d'AgencyHandy – Pour les agences
      • Présentation d’AgencyHandy
        • Pourquoi choisir AgencyHandy ?
        • À qui s’adresse AgencyHandy ?
        • Quels sont les avantages d’AgencyHandy ?
        • Qu’est-ce qui distingue AgencyHandy des autres solutions ?
        • Plans et Tarifs – AgencyHandy
      • Inscription – AgencyHandy
      • Vérification de compte – AgencyHandy
      • Connexion – AgencyHandy
      • Accès à l’interface principale – AgencyHandy
      • Configuration de l’Espace de Travail – AgencyHandy
        • Configurer les Paramètres Généraux – AgencyHandy
        • Configurer l’Apparence – AgencyHandy
        • Configurer un Domaine Personnalisé – AgencyHandy
          • Hébergement d’AgencyHandy avec Cloudflare – Guide Complet
          • Hébergement d’AgencyHandy avec Namecheap – Guide Complet
        • Gestion des Taux de Taxe
      • Configurer le Portail de Connexion – AgencyHandy
      • Configurer les Emails – AgencyHandy
        • Configurer une Adresse Email dans AgencyHandy – Guide Étape par Étape
        • Configurer SMTP dans AgencyHandy – Guide Complet
        • Configurer les Modèles d’Email – AgencyHandy
        • Envoyer un Email de Test – AgencyHandy
      • Réinitialiser le mot de passe – AgencyHandy
      • Créer et Gérer Plusieurs Espaces de Travail – AgencyHandy
        • Créer un Nouvel Espace de Travail dans AgencyHandy – Guide Étape par Étape
        • Supprimer un Espace de Travail dans AgencyHandy – Guide Complet
      • Fonctionnalité “Services” – AgencyHandy
        • Créer un Service avec Plusieurs Forfaits, Tâches Par Défaut & FAQ – Guide Complet (AgencyHandy)
        • Modifier/Mise à jour d’un Service
        • Supprimer un Service
        • Configuration des Add-ons dans les Services – AgencyHandy
        • Options de Tarification Multiple & Forfaits Multiples – Guide Complet (AgencyHandy)
        • Créer un Groupe de Services Multiples – AgencyHandy
        • Configuration des Services – AgencyHandy
        • Définir une Période d’Essai pour un Service – AgencyHandy
        • Définir des Tâches Par Défaut pour un Service – AgencyHandy
        • Configurer des Frais de Mise en Service (Setup Fee) – AgencyHandy
        • Système de Coupons – AgencyHandy
        • Fonctionnalité Portfolio – AgencyHandy
        • Fonctionnalité Avis Utilisateur (User Review) – AgencyHandy
      • Fonctionnalité CRM – AgencyHandy
        • Fonctionnalité Clients – AgencyHandy
          • Créer un Profil Client – AgencyHandy
          • Importer des Clients – AgencyHandy
          • Exporter des Clients – AgencyHandy
          • Configuration Client – AgencyHandy
          • Modifier un Profil Client – AgencyHandy
          • Supprimer un Profil Client – AgencyHandy
          • Gérer les Commandes Récentes d’un Client – AgencyHandy
          • Gérer les Tickets Récents d’un Client – AgencyHandy
          • Gérer les Factures Récentes d’un Client – AgencyHandy
          • Créer un Groupe de Clients – AgencyHandy
        • Gestion des Prospects (Lead Management) – AgencyHandy
      • Commandes (Orders) – AgencyHandy
        • Créer une Commande – AgencyHandy
        • Modifier / Mettre à jour une Commande – AgencyHandy
        • Créer des Tâches dans une Commande – AgencyHandy
          • Gestion de la Fenêtre Modale de Tâche / Page d’Activité – AgencyHandy
          • Modifier une Tâche dans une Commande – AgencyHandy
          • Supprimer une Tâche d’une Commande – AgencyHandy
        • Créer une Commande Manuelle pour des Services Non Publiés – AgencyHandy
        • Création de Tâche par le Client – AgencyHandy
        • Prise en charge des modules complémentaires dans les commandes manuelles
        • Supprimer une commande
      • Abonnement
        • Gestion des abonnements & facturation récurrente dans Agency Handy
        • Cas d’usage communs — Gestion des abonnements dans Agency Handy
        • Génération Automatique de Factures
        • Filtrage, Recherche et Tri des Abonnements
        • Rappel d’Abonnement dans AgencyHandy
        • Comment Stripe Génère les Paiements d’Abonnement pour Agency Handy
        • Comment PayPal Génère les Paiements d’Abonnement pour Agency Handy
      • Formulaires
        • Formulaire de Commande
        • Formulaire de Prise d'Informations (Intake Form)
        • Formulaires Publics
      • Proposition
        • Tableau de bord des propositions
          • Envoyer une proposition
          • Accepter une proposition
          • Rejeter une proposition
        • Envoyer une proposition avec un forfait spécifique
      • Tickets
        • Tableau de bord des tickets
          • Créer un ticket
          • Modifier un ticket
          • Supprimer un ticket
      • Équipes
        • Tableau de bord de l’équipe
          • Inviter et Ajouter un Membre de l’Équipe
          • Définir les Rôles et Permissions pour les Membres de l’Équipe
        • Supprimer un Membre de l'Équipe
      • Facturation & Gestion des Factures
        • Tableau de Bord des Factures
          • Paramètres des Factures
            • Préfixe de Facture
          • Créer une Facture
          • Modifier une Facture
          • Supprimer une Facture
          • Télécharger / 🖨️ Imprimer une Facture
          • Envoyer une Facture à un Client
          • Exporter des Factures
        • Support de Wise dans les Factures d’Abonnement Manuel
        • Rappel de Facture
      • Intégration
        • Intégration de Stripe
        • Configuration de PayPal
        • Gestion des Webhooks
          • Comment créer et utiliser un Webhook
          • Authentification des Webhooks
          • Tester un Événement Webhook
      • Applications Intégrées dans Agency Handy
      • Fichiers
        • Gérer les fichiers dans les tâches liées à une commande
        • Commentaires sur les Fichiers
      • Paramètres
        • Configuration du Profil
        • Gérer l’Abonnement
          • Voir le Résumé du Plan
        • Utiliser un Code Promotionnel
  • FAQ
    • Workspace Config - Set up General Settings
    • Workspace Config - Appearance Settings
    • Workspace Config - Custom Domain Setup
    • Workspace Config - Sign-In Portal Customization
    • Workspace Config - Sign-Up Portal Customization
    • Workspace Config - Email Configuration
    • Tax Rates
    • SEO Portal
    • Multiple Workspaces
    • Creating a Service with Multiple Packages
    • Creating a Service with Multiple Packages, Default Tasks
    • Edit/Update a Service in AgencyHandy
    • Add-on Setup in Services
    • Multiple Pricing and Multiple Packages
    • Create Multiple Service Groups
    • Service Configurations
    • Setting the Trial Period for a Service
    • Setting Default Tasks for a Service
    • Setting up a Setup Fee
    • Coupon System
    • Portfolio
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On this page
  • Purpose:
  • Pre-condition to Use the Feature:
  • Steps to Use:
  • Setup DKIM & SPF
  • Purpose:
  • Pre-condition to Use the Feature:
  • DKIM (DomainKeys Identified Mail):
  • Important Notes:

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  1. en-us
  2. AgencyHandy User Guide - For Agency
  3. Workspace Config
  4. Set Up Emails

Setup Email Address

The Email feature in AgencyHandy allows agencies to configure email settings for their workspace. This includes setting up email addresses from which clients will receive emails and defining the sender name and email.

Purpose:

Setting up workspace email configuration is crucial for the following reasons:

  • Branding: Configuring sender names and email allows agencies to maintain brand consistency in their email communications with clients, reinforcing brand identity.

  • Professionalism: Providing a personalized sender name and email enhances the professionalism of email communications, building trust and credibility with clients.

  • Client Engagement: Using recognizable sender information increases the likelihood of clients engaging with and responding to emails, leading to improved communication and collaboration.

Pre-condition to Use the Feature:

  • Users must have administrative access to the AgencyHandy workspace to configure email settings.

  • Users must first set up a custom domain.

  • Users must set up DKIM & SPF records on the DNS server.

Steps to Use:

  • Choose a Domain Name: The first step is to select a domain name for your email address. This could be your personal name, business name, or anything else you prefer. Ensure that the domain name is available for registration.

  • Register the Domain: Once you've decided on a domain name, you'll need to register it with a domain registrar. Numerous domain registrars are available online to purchase and manage domain names. Popular registrars include GoDaddy, Namecheap, and Cloudflare Domains. (For documentation purposes, we have selected Cloudflare)

  • Select an Email Hosting Provider: After registering your domain name, you'll need to choose an email hosting provider. Several options are available, including Google Workspace (formerly G Suite), Microsoft 365, Zoho Mail, Cloudflare, etc. Pro Tip: When selecting a provider, consider factors such as pricing, features, and ease of use.

  • Sign Up for Email Hosting: Once you've chosen an email hosting provider, sign up for an account. You'll typically need to provide your domain name during the signup process. Follow the provider's instructions to set up your account and configure your email settings.

  • Access Workspace Settings: Log in to AgencyHandy and navigate the workspace settings section.

  • Navigate to Email Settings: Look for the option related to Email Configuration or Email Settings named "Email Setup" within the workspace settings menu.

  • Set Sender Name & Email: Enter the desired sender name in the provided field. The name should accurately represent the agency or sender's identity. Enter the sender's custom email address. Ensure the address is valid and associated with the agency or sender domain. Click the Save button.

  • Verify Email: A verification link will be sent to your custom domain email. Click it to verify.

  • Configure DNS Settings: To ensure that your custom email addresses work correctly, you'll need to configure your domain's Domain Name System (DNS) settings. This typically involves adding MX (Mail Exchange), DKIM (DomainKeys Identified Mail), and DMARC (Domain-based Message Authentication, Reporting & Conformance) records to your domain's DNS settings, which specify the mail servers responsible for receiving email for your domain. AgencyHandy will provide you with the necessary MX, DKIM, and DMARC records and instructions for configuring them.

  • Email Status: Once the sender name and email are configured, save the changes to apply the settings. At first, the status will be "Pending."

  • After the DKIM and DMARC records are successfully set and saved, a green tick will appear, indicating that the email has been successfully set up and is ready.

Your Custom email is set and ready to go.

The DKIM (DomainKeys Identified Mail) & SPF (Sender Policy Framework) Setup feature in AgencyHandy allows agencies to generate and set up DKIM and SPF records for their workspace. These records help prevent email spoofing and enhance email deliverability by verifying the authenticity of the sender's domain.

Setup DKIM & SPF

Purpose:

Setting up DKIM and SPF records is essential for the following reasons:

  • Email Security: DKIM and SPF records add an extra layer of security to email communications, reducing the risk of email spoofing and phishing attacks.

  • Improved Deliverability: Authenticating emails with DKIM and SPF records improves deliverability by helping service providers identify legitimate emails, reducing the likelihood of emails being marked as spam.

  • Brand Trust: By implementing DKIM and SPF, agencies can build trust with their clients by ensuring that emails from their domain are genuine and trustworthy.

Pre-condition to Use the Feature:

  • Users must have access to the domain's DNS settings to configure DKIM and SPF records.

Here's how to set them up:

DKIM (DomainKeys Identified Mail):

DKIM involves adding cryptographic signatures to your outgoing emails, allowing receiving servers to verify the authenticity of the messages.

  • Generate DKIM keys: Start by generating DKIM keys provided by AgencyHadny. These keys typically consist of a public key and a private key pair. Steps to Use: Workspace Config => Emails => DKIM & SPF Setup => Generate DKIM and SPF records.

  • Log In: Log in to your Cloudflare account and navigate to the DNS settings for your domain.

  • Add SPF Records: Add a new TXT record with the following values: - Type: Write down the type as TXT - Record Name/Name: Copy the name from your SPF Records. - Value/ Content: Copy the value & Paste it to the DNS. - TTL (Time To Live): Set as your provider recommends (2 min)

  • Add DKIM records: AgencyHandy provides 3 DKIM Records. To add them to DNS, follow this step: - Type: Write down the type as CNAME - Record Name/Name: Copy the name from your SPF Records & paste it. - Value/ Content: Copy the value & Paste it to the DNS. - Proxy Status: Keep it off. - TTL (Time To Live): Set as your provider recommends (2 min)

Important Notes:

  • You need to create a custom email first. You can create it from inside your custom domain => email section

  • Your custom domain will be associated with the email.

  • The DKIM & SPF takes time (2 min - 2 hour). Make sure to refresh the page from time to time.

PreviousSet Up EmailsNextSetup SMTP

Last updated 15 days ago

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Verify DKIM configuration: Once DKIM records are added, verify the configuration using tools like DKIMValidator () or MXToolbox (). These tools confirm if your DKIM records are correctly set up for email authentication.

https://dmarcian.com/dkim-validator/
https://mxtoolbox.com/DKIM.aspx
Type Sender name & email and clcik Save
Click Okay to continue process
Click the link to verify
Setup SPF Records
Setup CNAME Records