Setting up Engage
The first time you use Metorik Engage, you'll need to set it up. Since Metorik Engage sends emails on behalf of your store to your customers, you'll need to verify your email/domain and configure a few settings so the emails include your information on them.
Start by going to the Engage setup page: https://app.metorik.com/tools/engage/setup and clicking the Begin Setup button.
You'll then want to enter your domain that you'll be sending from. Normally this is just your store's domain (myshop.com), but if you used a sub domain, like (shop.myshop.com), you'll probably want to set this to be myshop.com since your emails would come from firstname.lastname@example.org.
After setting the domain, you'll be presented with a few Engage settings that you need to fill in. Don't worry if you leave some of these blank! You can always edit them after from the Engage settings page here.
It's now time to verify either your domain or an email address:
Verifying your domain is definitely the best option. It's a bit technical but the long-term benefit is that you have much higher delivery-rates and you can send from any email address.
Before I explain how to do this, it's important to mention how Metorik sends these emails to your customers. Behind the scenes, Postmark sends the actual emails. They're experts in transactional emails and have some of the best deliverability rates and email infrastructure in the world. To your customers, this doesn't make a difference and they won't see Postmark or Metorik anywhere.
Verifying a domain
You'll need to add up a couple of 'TXT records' in your domain's DNS records. This is usually something you can do from either your domain provider, your host, or a service like Cloudflare (if you're using it already). If you're unsure how to do this, simply contact us on the site's live chat or ask your host to do it for you.
Postmark have created some guides that can help you with this too, if you're using one of the following services:
The verification process is normally instant for SPF, and around 10-30 minutes for DKIM. While you're waiting for it to verify, you're welcome to verify an email manually and we'll verify the domain in the background (you don't need to do anything else after setting the TXT records).
What is DKIM?
DKIM (DomainKeys Identified Mail) is a method to validate the authenticity of email messages. When each email is sent, it is signed using a private key and then validated on the receiving mail server (or ISP) using a public key that is in DNS. This process verifies that the message was not altered during transit. More on this here...
What is SPF?
Sender Policy Framework (SPF) is a way for email service providers to verify that a mail server is authorized to send email for a domain. By publishing the SPF record in DNS that includes spf.mtasv.net (which lists all of Postmark's mail servers), you let recipients of your emails know that Postmark is authorized to send email for your domain. More on this here...
Verifying an email
If you've verified your domain, verifying an email is instant. If not, our email provider Postmark will send you a verification email. Click the link in that email to verify it and then come back to Metorik - you're ready to start using Engage!
Now that you've set up Engage, it's time to create some automations.