Setting up Engage
Before you start using Metorik Engage, you'll need to set it up. Since 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.
In this article
Start by going to the Engage setup page: https://app.metorik.com/tools/engage/setup.
From there, click the Get Started 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.
In the example below, we want to send emails from email@example.com, so we'll enter records2.shoppu.space as the domain.
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 instantly.
Before I explain how to do this, it's important to mention how Metorik sends these emails to your customers. Behind the scenes, our email provider 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 some records to your domain's DNS settings. 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 send us a message 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 normally takes between 5-30 minutes. 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 DNS 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 the Return-Path?
The Return-Path is the address where bounces and other email feedback are sent. It is specified by the Return-Path header in an email. The default Return-Path for emails sent through Metorik Engage (and our partner Postmark) is:
It is also described as:
- bounce address
- reverse path
- envelope from
- MAIL FROM
We do not currently allow you to set a custom return path from the dashboard but if this is a requirement for your domain's DMARC policy, you may contact us and we will set it for you manually.
Cloudflare users: Please make sure that the proxy is disabled on the DNS record so the cloud icon is not orange and it says DNS only:
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!
Changing your domain
It's easy to change the domain you send from. Head to the domains page and click the Add Domain button. You can then enter the new domain and follow the steps above to either verify the domain or a specific email.
Once the new domain has been added and verified, you can:
- Update your existing automations from email and reply to email to use the new domain.
- Optionally delete the old domain if you aren't using it any more or feel free to keep it there for re-use later if needed.
If you have a large number of automations to update with step #1, let us know when you've added your new domain and we can update them for you.
Now that you've set up Engage, it's time to create some automations.