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Email isn’t a third-party CRM. It’s built into RevDesk. This page covers how to set up your sending domain, verify DNS records, and manage templates for campaigns and follow-ups.

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What it does

  • Custom sending domain. Send from you@yourbusiness.com instead of a generic RevDesk address. Better deliverability, on-brand.
  • DNS verification. Guided SPF, DKIM, and DMARC setup with copy-paste records.
  • Template library. Save and reuse subject lines, body copy, and signature blocks across campaigns.
  • Per-campaign overrides. Every campaign can customize the sender name, reply-to address, and template.

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Setup

1

Open email settings

Go to Settings → Integrations → Email.
2

Add your sending domain

Click Add domain and enter the domain you want to send from (e.g. yourbusiness.com). RevDesk generates the SPF, DKIM, and DMARC records you need.
3

Add DNS records

Log in to your DNS provider (Cloudflare, GoDaddy, Namecheap, etc.) and add the three records exactly as shown. Click Verify in RevDesk once they’re live. Propagation usually takes 5 to 30 minutes.
4

Create templates

Build templates for your most common use cases: campaign sends, missed-call follow-ups, booking confirmations, review requests.

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DNS records

You’ll add three TXT records to your DNS:
RecordPurpose
SPFAuthorizes RevDesk to send mail on behalf of your domain
DKIMCryptographically signs your outbound mail to prove authenticity
DMARCTells receiving servers what to do with mail that fails SPF/DKIM
All three are required for production sending. RevDesk won’t let you send from an unverified domain.

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Templates

Templates support variables: {{firstName}}, {{businessName}}, {{bookingLink}}, and any custom field you’ve defined on a campaign contact. Common templates worth setting up:
  • Cold outreach. Opening email in an email × voice campaign.
  • Missed call follow-up. Sent automatically when an inbound caller hangs up before booking.
  • Booking confirmation. Sent right after the AI books a meeting.
  • Review request. Sent N days after a completed service.

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Per-campaign overrides

Inside any campaign, the Sender section lets you override:
  • Sender display name (Jane @ Acme HVAC)
  • Reply-to email (route replies to a real human)
  • Template (or write fresh copy for this campaign)

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Troubleshooting

DNS changes can take up to a few hours depending on your provider. Use dig TXT yourbusiness.com to confirm the record is live before clicking Verify again.
Most often a DMARC/DKIM misconfiguration. Make sure all three records are verified, then warm the domain by sending small batches for the first week.
Set the Reply-to address on the campaign or in your default sender settings. Without it, replies route to a no-reply RevDesk address.

Configure Email

Set up your sending domain and templates