Setting up a Sender Profile

A Sender Profile lets SavvyCal send automated emails from an address on your own domain instead of the default address (notifications@savvycal.com). You add your domain, create two DNS records, and SavvyCal checks them. The steps below cover setting up a new Sender Profile. To learn how to use one to send emails, see Sending Emails from Custom Addresses.

How do I create a Sender Profile?

1. Go to Settings > Profile and scroll to Sender Profiles.
2. Click Add a sender profile.
3. If you belong to more than one organization, choose the Organization.
4. If you manage teams in the organization, choose the ones that can send from the domain under Teams allowed to use to this domain. Only you and members of the teams you choose can send from it.
5. Enter the Domain, like example.com.
6. Click Add sending domain.

Each domain can only be added to one Sender Profile across SavvyCal. If someone else has already added it, you'll see an error that the domain has already been taken.

Which DNS records do I need to add?

After you add the domain, Manage sender profile shows two records to add to it:

Use the exact values shown for your domain. Click any field to copy its value, then paste it into your DNS provider.

The Name is shown without your domain at the end, which is how most DNS providers want it. If yours asks for the full name, add your domain to it, like pm-bounces.example.com. If your sending domain is a subdomain, like mail.example.com, the names include that part too, like pm-bounces.mail.

You don't need to add or change an SPF record. SavvyCal only checks these two records.

How does SavvyCal verify my records?

Once you've added the records, click Check DNS settings. Each record has its own status: yellow dots while it's pending, and a green check once it's found. The profile is verified when both records pass.

SavvyCal checks your records only when you open the profile or click Check DNS settings. It doesn't keep checking in the background. If your records weren't ready the first time, come back later, open the profile from Settings > Profile > Sender Profiles, and click Check DNS settings again.

DNS changes usually show up within a few minutes, but occasionally it can take several hours for the records to propagate to us.

Once your domain is verified, the profile says "Your domain [domain] is ready to use." SavvyCal can then send from your custom domain. Until then, emails keep coming from notifications@savvycal.com.

Why is my Sender Profile stuck on pending verification?

If one or both records still show yellow dots after a few hours, check these:

• The name is doubled. Many DNS providers add your domain to the name for you. If you entered pm-bounces.example.com, the record may really be pm-bounces.example.com.example.com. Enter the name exactly as SavvyCal shows it.
• Cloudflare proxying is on. If your DNS is on Cloudflare, set the pm-bounces CNAME record's proxy status to DNS only (gray cloud), not Proxied (orange cloud).
• The DKIM value is cut off. The TXT value is long. Use click-to-copy so you get all of it, and check that your DNS provider saved the whole value.
• The record is on the wrong domain. Add the records to the domain in your Sender Profile. If the profile is for example.com, records on mail.example.com won't count.
• You haven't checked again. SavvyCal doesn't recheck on its own. Click Check DNS settings after your records are live.

How do I delete a Sender Profile?

1. Go to Settings > Profile > Sender Profiles.
2. Open the menu next to the domain and choose Delete.
3. Click Delete profile to confirm.

All links and workflows using the profile go back to sending from notifications@savvycal.com.

If a profile never verified and you want to start over, you can delete it and add the domain again. The new profile may show a different TXT record, so check the values again before you update your DNS.

Who can manage a Sender Profile?

Owners and admins of the organization the profile belongs to can open it, change its teams, and delete it. Other members see a lock icon next to the domain ("Managed by admins of [organization] organization").

To change which teams can send from a verified domain, open it, update Teams allowed to use to this domain, and click Save changes. The Show DNS records link shows the records again.

If the organization leaves the Premium plan, the profile shows Upgrade required.

See Sending Emails from Custom Addresses for more information about using Sender Profiles.