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Email Domain Setup

Configure a custom email domain so Pipeline can send emails from your company’s address (e.g., invoices@yourcompany.com) rather than a generic sender.

Why Set Up a Custom Domain?

By default, Pipeline sends emails from a shared system address. Setting up your own domain:
  • Makes emails appear more professional and trustworthy to customers
  • Reduces the chance of emails being marked as spam
  • Allows customers to reply directly to your company

Accessing Domain Settings

Navigate to Settings > Email Domains (Super User access required).
Screenshot: The Email Domains settings page showing the domain name input field, the “Add Domain” button, and a verified domain with its DNS records table and green checkmark status.

Adding a Domain

  1. Enter your domain name (e.g., yourcompany.com)
  2. Click Add Domain
  3. Pipeline generates the DNS records you need to add

Configuring DNS Records

After adding your domain, Pipeline displays the required DNS records. You need to add these to your domain’s DNS settings (usually managed by your domain registrar or hosting provider):
  • CNAME records — For domain verification
  • MX records — For email routing
  • TXT records — For sender authentication (SPF/DKIM)
Use the copy button next to each record to copy it to your clipboard for easy pasting into your DNS management panel.

Verifying Your Domain

After adding the DNS records, click Verify Domain to check if they have propagated. Domain Status:
  • Pending — DNS records have been provided but not yet verified
  • Verified — Domain is confirmed and emails can be sent (green checkmark)
  • Failed — Verification failed — double-check your DNS settings

Tips

  • DNS changes can take up to 48 hours to propagate, though most verify within a few hours
  • If verification fails, check for typos in the DNS records and ensure they are set on the correct domain
  • You can re-click Verify Domain at any time to re-check
  • For help with DNS settings, contact your domain registrar’s support team