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Email settings in Iteras

Updated today

This article describes email settings in Iteras at each level and part of the system:

  1. DNS settings SPF (essential) and DKIM/DMARC

  2. Email in basic settings, business entity, and customer service

  3. Email in ordering forms

  4. Subscriber’s email

  5. Mailchimp

1. DNS Settings

1.1. SPF in DNS Settings

Although you may never have heard of SPF before, it is the most important setting for Iteras to be able to send emails to your customers. An SPF record specifies which servers are allowed to send email for a particular email address and is designed as a weapon against spam emails. In short, your customers’ email servers will mark emails sent from Iteras as spam unless include:spf.iteras.dk is listed in your DNS settings (include:mail.iteras.dk, which was used previously, still works).

If you want to know how it works technically, you can read more here: https://kinsta.com/dk/videnbase/spf-record/. Therefore, your SPF record MUST include include:spf.iteras.dk.

You can ask your webmaster to do this. You can check whether your domain has a good SPF record here: https://www.kitterman.com/spf/validate.html

Remember to update the SPF record when you change domain or hosting provider!

1.2. DKIM in DNS Settings

Another weapon against spammers is DKIM. With DKIM, Iteras signs each email sent to your customers with encryption.

To enable this, you must create two CNAME records in DNS showing that Iteras signs emails:

  • iteras1._domainkey.yourdomain.dk pointing to dkim1.iteras.dk

  • iteras2._domainkey.yourdomain.dk pointing to dkim2.iteras.dk

Instead of “yourdomain.dk” use the domain used when Iteras sends emails on your behalf. Nothing else should be changed.

You can ask your webmaster to do this. Once set up, Iteras will automatically start signing outgoing emails with DKIM.

Note that both records must be set up to allow automatic key rotation by Iteras without any action on your side. This also means that one of the two (dkim1.iteras.dk/dkim2.iteras.dk) is usually not in use and does not validate, which is normal. Both must be set up anyway.

1.3. DMARC in DNS Settings

Finally, you can set up DMARC in DNS. SPF and DKIM protect against forged emails by themselves, but DMARC can be set up to further control what should happen.

If you send several thousand emails per day, major recipients (e.g., Gmail) have begun to require that you set up DMARC in addition to SPF and DKIM, with at least a “none” policy (does nothing) on _dmarc.yourdomain.dk as a TXT record containing:

v=DMARC1;p=none;

2. Email in basic settings

2.1. Email in the Iteras Account

There are two lines for email here: “Email address” and “Contact email address.” These two emails are used only by Iteras when we need to contact you.

2.2. Email in business entity

In the “Base Information” tab, you will find the field for the email address for invoices. This is the email address Iteras uses when sending invoices to your customers. This is also the domain name that must have “Include:mail.iteras.dk” added in the SPF record.

In the “Invoicing and payment” tab, you can choose how your customers are invoiced. Here you can enable invoicing via email. Read more about billing methods here.

In the “Quickpay: Payment Cards” tab, you can choose whether the system should send automatic email receipts for card transactions (recommended).

2.3. Email in Customer Service

Here you can set the following:

  • Support email address: the email your customers should write to in order to contact you.

  • Welcome message: This is the message your customers receive as a welcome email. At the end of this message, the system automatically adds a note with the customer’s subscriber ID and information about self-service. The welcome email is sent when the subscription is created. If it is created with a future start date, it is still sent upon creation and not at the future start time. If a confirmation email is required before the subscription is activated, the email is sent upon confirmation.

  • Login options: here you can choose whether email can be used as subscriber ID.

  • Send emails on subscription changes: the system sends automatic emails when the subscription is stopped or canceled. See the template here.

3. Email in ordering forms

Here you can control whether email is required during registration and enable or disable email confirmation.

“Confirm email” means that the user must enter their email twice and both entries must match.

You can also check whether the email already exists in the database and require or suggest logging in if it does - so new subscriptions are created on the same account the customer already has. You can also disable this feature.

Additionally, you can enable or disable welcome emails and control who they are sent to. The content of welcome emails is defined in Customer Service and is the same for all registrants.

You can have different settings in each registration form and thereby control who receives a welcome email.

4. Subscriber’s email

If you have multiple billing methods activated, the customer can choose their preferred method, e.g., email.

5. Mailchimp integration

Iteras can be integrated with Mailchimp. You can set up Mailchimp integration via your profile (button in the upper right corner) -> Mailchimp. Read a detailed description of the integration here: Mailchimp integration.

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