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Setting Up Customer.io Email Verification (Cloudflare)
Setting Up Customer.io Email Verification (Cloudflare)
Updated over a week ago

Overview:

The following explains how to add domain verification to Customer.io for Restaurant Partners using Cloudflare as their DNS.

Benefits:

This is one of the first steps in allowing http://customer.io to send marketing emails through the customers branded email address. This provides proof of ownership over the domain name to http://customer.io This also verifies the email sender in a way that helps to avoid marketing emails landing in the Spam folder.

Price:

This process setup should have no additional costs associated with it.

Setup Time:

If done correctly this setup should take about 10 minutes. If domain propagation takes longer this could take up to 24 hours for verification.

Limitations:

  • If you don’t have access to your DNS this cannot be setup.

  • If you have not been setup with a http://customer.io login. There should be a POC on the brand end set up with a http://customer.io account to the brand specific workspace. Customer.io login Walkthrough

Configurations Walk Through Video:

Configurations Step by Step:

Step 1: Begin by opening the Customer.io Website & the Cloudflare Website and login.

Step 2: On the Cloudflare Website Select the domain name project to associate with customer.io

Step 3: On Cloudflare select DNS section on the top navigation

Step 4: Next on Customer.io under Your Setup List>Setup Messaging Channels> Click on Email

Note: no exposes was entered, enter the domain name you’d like to associate to customer.io


Step 5: Next on Customer.io click on Verify Domain

NOTE: This exposes the values that need to be added to the DNS as seen below.

NOTE: If you don’t see this information, another way to access this screen on the http://customer.io website, on the left hand panel click Settings>Workspace Settings>Email (Settings)>Verify Domain

Step 6: For ease Open the Customer.io window next to the cloudlfare window

Step 7: On the cloudflare site click the Add button to begin adding the records from Customer.io.

Step 8: Input the following values

  • Type = Type

  • Host Name = Name

  • Value = mail server

  • Priority = Priority

NOTE: The TTL on cloudflare can stay set to Auto.


Step 9: Next on cloudflare click Add record

Step 10: Repeat steps 9, 10 & 11 for all MX Records, the SPF Record & the DKIM Record

NOTE: After adding these records it can take anywhere from 5 minutes to 1 Day for the domain to propagate.

Step 11: Next on the Customer.io site click the Verify Domain Button.

NOTE: The verified domain on the http://customer.io website will appear as it does below. If http://customer.io was unable to find the records that you added to your DNS it could be that it is taking extra time. Periodically click Verify domain until it verifies. If this takes longer than 24 hours double check that all values were copied over properly.

FAQs:

  • What do I do if I can’t find the domain name on the http://customer.io website?
    Answer: Enter the domain name that you want to associate with http://customer.io that should match your DNS.

  • How do I know if I use Cloudflare as my DNS?
    Answer: Click this link and follow the steps listed to find your NS.

  • Will this affect my current online ordering website?
    Answer: No

  • Will this affect any other part of my DNS setup?
    Answer: No. You are only adding records. Do not delete any existing records.

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