- Welcome to the Knowledge Base
- Supported browsers
- Landing Pages
- HTML Editor
- Welcome Messages & Bulletins
- Exporting Data
- Multi Language
- Notifications & Reminders
- Forecasts & Quotas
- Introduction to Importing
- Preparing your Import Data
- Workbooks Import Wizard
- Managing your Imports
- Introduction to Marketing
- Mailing Lists
- Marketing Campaigns
- Upload Library
Workbooks Web Insights
- Tracking Code
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- Using HubSpot with Workbooks
- Introduction to Event Management
- Enabling the Event Management Module
- Using Event Records
- The Event Management Portal
- Installing the Event Management Portal
- Amending Event Portal Parameters
- GatorMail Integration
- Creditsafe Integration
- People & Organisations
Electronic Signing Tools
- People, Organisations & Cases with DocuSign
- Setting up the DocuSign Integration
- Taking Payments with DocuSign
- Creating a Document with a DocuSign Template
- Creating a Document with a Workbooks PDF
- Managing DocuSign Documents
- Adobe Sign Integration
- Docusign Integration
- Introduction to Reporting
- Using Reports
- Exporting Reports
- Advanced Reporting
- Compliance Record
- Data Enrichment
- Introduction to Transaction Documents
- Credit Notes
- Customer Orders
- Supplier Orders
- Contract Management
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
Setting up Zaps
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- New Workbooks Case to JIRA Ticket
- Jira Issue to new Case
- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Wufoo Form Entry to Sales Lead
- Posted Credit Note to Task
- Survey Monkey responses to Tasks
- Multistep Zaps
- Outlook Connector
- Exchange Server Sync
- Workbooks Mobile Client
- Introduction to System Administration
Users & Security
- User Groups
- Account Settings
- Licences & Modules
Email & Integration
- Email Settings
- API Keys
- Web to Case and Web to Lead
- Preference Centre
- MailChimp, Constant Contact & dotMailer
- Postcode Lookup
- SharePoint Integration
- Bank Account Validation
- Creating & Modifying Picklists
- Creating Custom Fields
- Report-based Custom Fields
- Record Templates
- Form Layouts
- Customising relationships between parties
- Opportunity Stages
- Custom Records
- PDF Configuration
- Contact Support
- Releases & Roadmap
- Workbooks Glossary
Custom GatorMail Domain Setup Guide
This guide will talk you through how to set up a new domain or subdomain to work with GatorMail. By default when your GatorMail instance is set up you will be provided with a sending domain from CommuniGator which will be similar to @yourdomain.cgml2.com
NOTE: We recommend that Customers do not use their usual business domain as this can increase the risk whereby non-marketing emails can be marked as spam if an email server were to blacklist your sending domain.
It is possible to use your own custom sending domain, though it may require some configuration from your IT Department or website provider in order to have this set up. For any further queries on the set-up below please contact firstname.lastname@example.org
Stage 1- Setup or Purchase a new Domain or Subdomain
You will need to setup/purchase a new domain which will be dedicated to your email marketing. This can either be a completely new domain or a subdomain from a domain that you already own.
NOTE: This means that you will not be able to use domains provided by other marketing tools such as DotMailer or MailChimp.
For example, a new domain would be something like: ‘newcorp.com’ whereas a subdomain would be similar to: ‘newsubdomian.existingcorp.com’.
Stage 2 - Create Domain Keys for your Domain
Domain Keys are required to complete authentication on your domain.
Navigate to http://www.port25.com/support/dkim-wizard
Generate a private and public key pair by filling in the:
- Domain name: e.g. ‘newcorp.com’ or ‘newsubdomain.existingcorp.com’
- Domain Key Selector: ‘key1’ as the Domain Key selector.
- Select the relevant ‘Key size in bits’, which provides a level of encryption for your domain key. The larger the key size in bits the greater the level of encryption is.
NOTE: Some domain providers may not support 2048 bit encrypted keys so if you are unsure use 1024 bit keys.
Click ‘Create Keys’. Your keys will be shown further down on that page.
Copy the text from ‘-----BEGIN PUBLIC KEY------‘ to ‘------END RSA PRIVATE KEY------‘ into a text file and save that as [DomainName]_keys.txt.
It is extremely important that the keys you copy are in the same format as the port25 website (in a block) otherwise the authentication will fail. Please do not use notepad++ as this does not comply with CommuniGator’s mailserver’s authentication system.
Further down the page you will find the ‘Selector Record’ information:
- From the second box copy everything between the quote marks (highlighted above).
- Save the copied text into a new text file and keep this as you will need it shortly.
Stage 3 – Configure DNS settings for the new Domain
Now that you have your domain you will need to have the following settings applied to the DNS management of your domain/subdomain.
These changes will typically be made by your IT department or domain provider depending on whether you self-manage your domain or not. Please note that all records are mandatory.
For your newly created domain/subdomain you will need to set:
- ‘A’ record to: ‘lzroute.gtml1.com’ or ‘22.214.171.124’
- ‘MX’ record to: ‘mail1.gtml1.com’ (Priority 1)
- ‘TXT’ record to:‘v=spf1 include:gtml1.com -all’
NOTE: If you want to configure a https domain you will need to use the A value of 126.96.36.199 additionally the domain can only have one A record and must be pointed at the ip 188.8.131.52
Create a subdomain of the subdomain you just created (if you have created one): ‘key1._domainkey.’ – This is for DKIM
- For ‘key1._domainkey.’ set:
- ‘TXT’ record to: the ‘Key Selector’ information you copied in Stage 2.
Create another subdomain of the subdomain you just created (if you have created one): ‘_DMARC.’ – This is for DMARC
‘TXT’ record to: ‘v=DMARC1; p=quarantine; sp=quarantine; rf=afrf; pct=100;’
Stage 4 - Send information to Support
Once this has been configured contact the Workbooks Support Team at email@example.com with the created domain/sub domain name and the text file saved in Stage 2, [DomainName]_keys.txt