This article is for Approve, which is our newest app for building approval processes.
If you're needing information on our older app Approvals please see this section of our knowledge base.
By default, all emails that get sent to approvers from the Approve app are sent from firstname.lastname@example.org however you are able to change this to email@example.com with a few steps.
1. Change the 'email sender domain' under Branding.
2. Update your CNAME mapping records.
3. Create records on your DNS provider.
Step 1. To change the email sender domain, first go to the admin part of the app, and click on Branding like this:
Step 2. Then you will need to fill out:
- Email sender domain - (ie. where the it is being sent from eg. approvals.yourcompany.com )
- Approve email reply to - (ie. where the email will go if the approve email is replied to. You will only need to set this if you are concerned about approvers responding directly to an approve email)
Note: The email sender domain must have only dots in it. ie. slashes ( / ) or at symbols ( @ ) will not work as part of the email sender domain.
After you click Save settings at the bottom, an extra bunch of items will popup. You will see some records unique to your account like this:
Step 3. At this point, you will then need to use this information to create records on your DNS provider. The process for doing this will be different for every DNS provider so if you're not sure how to do this or you don't have access to your DNS provider, you should email the 3 sets of records, hosts and values to your systems administrator.
Once the information has been added to your DNS provider, you can check to verify that it has been mapped successfully by clicking "Click here to verify" like this:
You will then receive a notification telling you if it has been setup successfully.
If you don't receive any notification, the verification has likely failed and you will need to confirm that all the records match (both host and value) exactly what is shown in the app.
If you're having any trouble getting this setup, email us at firstname.lastname@example.org or open a ticket here.