Overview
Custom Email Notifications are a feature available on our paid plans that allows transactional emails from your Trust Center to be sent with custom branding in the following circumstances:
Trust Center Updates
Access request denials and approvals
Customers who are manually invited to your private security portal
Customers reclaiming private access to your Trust Center
Please see Custom Email Examples for samples of how these transactional emails will appear in your customer's inbox.
Emails will be sent from an email with the prefix "notifications" followed by your Trust Center's Custom URL.
Example: notifications@trust.company.com
The Email Name will be your company name followed by the Trust Center title.
Example: Company Trust Center or Company Security Portal
Setup
1. Contact Support
Please message our live chat (Configure my Trust Center -> Custom Emails) or submit a New Custom Email Setup ticket
2. Choose your reply email
Let SafeBase support know what you would like your reply email to be.
This can be any existing or newly created email specifically for this workflow.
Example: grc@company.com
3. Add the DNS Values
After following the above workflow, a SafeBase team member will provide you with a set of DNS Records (DKIM and Return-Path) that will need to be added to your domain.
Once added, please let our team know by responding to the open ticket.
We will complete the setup on our side.
Note: If you are using certain DNS providers such as Route53, you may encounter an error that doesn't allow you to add a TXT record if a CNAME already exists on the subdomain. In these cases, we recommend adding another level to the subdomain. For example, if your Trust Center is hosted at trust.mycompany.com, we can have the "From" email come from an email address such as security@notifications.trust.mycompany.com
4. Send a preview email
After the setup ticket is resolved, you can send yourself an example email from the SafeBase Dashboard
In the Trust Center Editor, click Trust Center Settings in the top right corner.
In the Brand section of the Appearance tab, scroll to Email Notifications and click "Send yourself a Preview Email".
Check your email for a sample [TEST] Preview SafeBase Notification
If anything looks off, contact our live chat or respond to the setup ticket with more information.