Subdomain Configuration Instructions

Creating a Subdomain

In order to engage your leads, your assistant needs to have a dedicated email domain that maintains the appearance that they are someone from within your organization. The recommended way of accomplishing this is by creating a subdomain that is derived from your main domain. 

Some recommendations include:

• cmail.yourdomain.com   <--Popular
• info.yourdomain.com
• services.yourdomain.com

Some sports and entertainment specific recommendations include:

• tickets.yourdomain.com
• ticketing.yourdomain.com
• (usecase).yourdomain.com

To create this subdomain, you will need to register your preferred subdomain in your Conversica dashboard, which will generate DNS records that you will need to enter into your own domain hosting service (e.g. GoDaddy, DreamHost, etc.). 

Why use a Subdomain?

Besides being free, customizable, and keeping your existing main domain name for reputation and brand consistency, utilizing a sub-domain allows Conversica to control all assistant email sending/receiving so that you don't have to and removes the email sending limits that exist on most other options.

How to Send this to your IT team to Configure the Subdomain 

If you are not sure what is involved in the setup of DNS records and need to just send this off to your IT team to configure, you can send them a link to set up the domain and the DNS records they need to add.

In your DNS Settings on the right-hand side click "Generate DNS Setup Page Link" and then "Generate Link". You will then copy and paste the link that is generated and send it to your IT team as well as this Help Center article to allow them to create and validate the subdomain on your behalf. 

Step 1: Find Generate DNS Setup Page Link in DNS Settings. 

Step 2: Click Generate Link

Step 3: Copy and paste the link that is generated to your IT team as well as this Help Center article to allow them to create and validate the subdomain on your behalf. 

How to Add Conversica DNS Records to your DNS Hosting Service

NOTE - Interfaces and nomenclature may vary between different domain hosting services; use this document as a guideline while creating your records, but refer to your hosting service in the event of any deviation. 

Step One - Register Subdomain

A) Go to the DNS Settings link in your Conversica dashboard, and click "Add Domain". Then add the desired subdomain to the Add Domain section of the DNS Settings. This is where you enter "cmail.yourdomain.com" or any other subdomain name that will be used exclusively by the Conversica assistant.

You can also enter custom selectors for DKIM in the advanced settings of the "Add Domain" interface.  Please enter the subdomain and not just the domain.

B) Click into the domain ID you just added and you should see the 9 DNS records that your IT team needs to add to your DNS Hosting Service. There are 2 TXT Records, 3 MX Records, and 4 CNAME records that you will need to add to your DNS Hosting Service. 

C) Keep this page open in your browser, as you will need to return to validate your records once they're created. You can also click on the Download CSV button to download a spreadsheet file of these record entries, for quick reference.

Step Two - Create DNS Records

A) Access DNS management through your DNS hosting service.

B) Add a new record and select TXT for type, then enter the following values:

• Host - enter the value under Domain from the "DNS Settings" page.
• TXT - enter the value under Entry from the "DNS Settings" page.
  • Please note we do not allow for SPF Macros to be used when configuring a TXT DNS record, and the record itself must contain "conversica.com".

NOTE - This step is performed for the following records: SPF and FBL SPF

C) Add a new record and select MX for type, then enter the following values:

• Host - enter the value under Domain from the "DNS Settings" page.
• Points to - enter the address string under Entry from the "DNS Settings" page.
• Priority - enter the numerical value under Entry from the "DNS Settings" page.

NOTE - This step is performed for the following records: 2 MX Records and FBL MX

D) Add a new record and select CNAME for type, then enter the following values:

• Host - enter the value under Domain from the "DNS Settings" page.
• Points to - enter the value under Entry from the "DNS Settings" page.

NOTE - This step is performed for the following records: Verification, Links, and 2 DKIM Records

E) Once all records have been entered, click the Validate button found on the page from the "DNS Settings" page.

F) A green checkmark will display for each record that has been entered correctly.

G) A red ‘X’ indicates there was an error when validating. Please confirm your record entries are correct.