Learn how to update your "From" email address
By default, Paycove will send emails to your customers from no-reply@paycove.io. However, sending outbound emails from Paycove using your own domain can significantly help increase the open rates of your emails and make your invoicing system look more professional. The "Sent From Email" field will be greyed out and un-editable until you follow the steps described in this article.
Technical Explanation
Paycove's email service must first get permission to use your domain, in order to be able to send emails through it. This is done by adding a DKIM record to your DNS on your web host. Your webmaster or whoever helps you host your website should be able to assist with this.
Paycove will provide you with the keys to add to your records, and our servers will begin verifying permission right away. Once verified, we will then change your outbound email.
Steps to start using your own email domain:
- Verify that you have access to your DNS settings.
- Reach out to us at support@paycove.io to ask for your DKIM credentials, and to let us know which email address you would like to use for outbound emails.
- Add the DKIM credentials to your DNS settings.
Once we've verified the DKIM credentials, Paycove will update your outbound email address, and you'll be all set.
Use a different email address for quotes vs. invoices
You can choose to have your quotes show a different "From" address than your invoices, using a line of code. To do so, navigate to the Email page and scroll down to Mailbox Settings, to the field shown below.
Here, you can add this if-else statement. Just swap out "quote@example.com" and "invoice@example.com" with the respective quote and invoice email addresses that you'd like to use.
{% if deal.type == 'quote' %} quote@example.com {% else %} invoice@example.com {% endif %}
As always, be sure to Save when you're done.
If you have questions, or would like to start invoicing using your own email address, reach out to us at support@paycove.io!