By default, all emails sent from Checkbox are sent from the Checkbox domain using the email 'firstname.lastname@example.org'. You are, however, able to customize the 'from' name and the 'reply-to' email address.
Checkbox Enterprise accounts also support sending emails from your own email domain, but this requires a few additional configuration steps (described below). Sending emails from your company domain will create a more white-labeled survey taking experience, and can also help improve deliverability.
In order to send emails from your own domain:
- You must be on a Checkbox Enterprise account. Contact email@example.com if you'd like to discuss upgrading.
- You must set up your account to send from a custom/company domain. This means we do not support configuring your account to send from email domains like @gmail.com or @yahoo.com. You may still use Gmail, Yahoo or similar email addresses as your 'reply-to' email address, but you cannot configure your account to send directly from those types of email domains, and must instead use something like firstname.lastname@example.org.
- You must request verification of your email addresses from Checkbox support (as described in the steps below. At this time, each account may verify up to 5 custom email addresses to send invitations and reminders from.
Request verification from Checkbox Support:
In order to send emails from your own email domain, we must verify that you have access to this email address with our email service provider.
To request verification, please submit a support ticket with the email addresses you would like to send emails from. You can log into the support portal by clicking your username in your Checkbox account and then Customer Support. You may request verification for up to 5 email addresses.
We will then trigger a verification email from our service provider that will send each address an email with a link in it. You will need to click this link and verify that you are giving us access to send emails from Checkbox on behalf of this email address.
Setting up records for your domain:
In order to send emails reliably from your domain we need your organization to give our email service provider (Amazon) permission to send out emails from your domain. This requires that you configure SPF records - this should only be done by someone with experience in this area, as incorrectly modifying DNS records can have negative side effects.
To create or edit an SPF record to reference Checkbox, edit your domain's DNS settings to add a TXT record. The steps vary depending on your domain registrar. A TXT record is required for your SPF record to be validated.
Checkbox recommends the following SPF record:
"v=spf1 include:amazonses.com ~all"
Note: While we recommend using ?all because it's the least intrusive qualifier, you can use whichever qualifier you are comfortable with.
If you've already set up an SPF record for another purpose, you can simply add a reference to Amazon SES to it. The SPF specification requires that you only have one SPF record on your domain. If you have multiple records, it may cause issues, and cause rejections of your email.
For example, instead of having two separate records, such as v=spf1 include:_spf.google.com ~all and v=spf1 include:amazonses.com ~all, you can combine them into one, like this:
v=spf1 include:_spf.google.com include:amazonses.com ~all
Notify Checkbox Support
Once the above steps have been completed please notify Checkbox support so that we can complete the final steps on our end and inform you when you are able to send from the verified emails.
You will then be able to follow these steps to create and send your invitation - any invitations sent using the "from" emails that you have verified in the steps above will be white-labeled and will be sent from your domain and not @checkbox.com.