Configure email templates

Orbitera sends email messages for various events (approval requests, customer sign ups, and so on). As an Orbitera partner, you can customize these email messages. The customization options include content, "from" addresses, and other fields.

You can use email templates to create automated touchpoints between the Orbitera platform and your customers and partners.

Each email template is prepopulated with content that you can edit. You can change the text and add parameters to the subject or body. That way you can make the email messages look like they're coming from you and not from Orbitera.

Access and edit email templates

Go to Email Templates

Select a template and click Edit:

  • From Email and From Name

  • (Optional) Reply-To Email and Reply-To Name

  • (Optional) BCC

    The BCC field is powerful when you're getting started in cloud commerce. You can use it to attach an email distribution list (or an individual) to any predefined workflow within Orbitera so that you can do a manual fulfillment process, for example, when a customer signs up or when a new product is purchased through the marketplace. This is especially useful if you don't have automated purchase tools set up yet.

Get your domain verified

For Orbitera to be able to send emails on your behalf, Orbitera needs to verify the domain of the sender when the sender has a domain other than orbitera.com. The following sections provide step-by-step instructions to set up custom domains for sending email.

1. Configure the default email/domain

On the email templates page, you can configure one email domain per customer.

Default email domain

Complete the form and click Save.

2. Generate a verification token

In the "Edit template defaults" form, click Verify.

The pop-up screen contains steps to follow to update the DNS record.

After completing the steps, wait 10 minutes, and then click Verify.

Update domain info

You can complete these steps using the Google domains tool.

  1. Add a TXT record for the specified domain. In this example, it is mailer.orbitera-test.com) with the value indicated in the dialog. In this example, it is cloud-mail-verification=hHba_GCX.

  2. Add a CNAME record with the selector set to the first CNAME records selector.

    In this example, it is ciieml._domainkey.mailer.orbitera-test.com. (including the trailing period). Most DNS management tools automatically remove the domain name. Depending on the DNS tool, you might have to do that manually. In this case, the CNAME selector should be ciieml._domainkey.mailer as the domain name is orbitera-test.com. The value of the CNAME record should be the CNAME Value field. In this example, it is ciieml.mailer-orbitera--test-com.sd19._domainkey.cloudsmtp.net. (including the trailing period).

    Repeat this step for the second CNAME record.

Example: DNS tool after updating the DNS records

The following example shows DNS record information after completing the steps.

ciieml._domainkey.mailer CNAME ciieml.mailer-orbitera-test-com.sd19._domainkey.cloudssmtp.net.
dqedhe._domainkey.mailer CNAME dqedhe.mailer-orbitera-test-com.sd19._domainkey.cloudssmtp.net.
mailer TXT "cloud-mail-verification=hHba_GCX"

3. Verify the domain

After updating the DNS records, wait for 10 minutes, come back to Orbitera, and click Verify in the email template form. If the DNS records are correct, a green tick mark appears, saying your domain is verified Green tick mark verified. After this, any sent email is properly authenticated.

If the verification fails with the error: "domain cannot be verified," keep in mind that DNS updates take time to propagate. Make sure to wait at least 10 minutes before clicking Verify.

You can check the TXT record by running the following command (in Mac/Linux):

dig -t txt mailer.orbitera-test.com +short

You should see something like this:

"cloud-mail-verification=hHba_GCX"