Getting Started with Friendbuy
Referral Campaign Management
Campaign Settings
How to Archive a Referral Campaign
How to Change Your Referral Offer
How to Configure Tiered Rewards
How to Create a New Referral Campaign
How to Generate Personalized URLs (PURLs) for Advocates
How to Generate Personalized URLs (PURLs) through Our API
How to Run an A/B Test
How to set up Referral Code Personalization for PURLs
Setting Up Max Clicks for Referral Links
Setting Up Shopify Coupon Code Integration
Setting Up a Friend Incentive
Setting Up an Advocate Reward
Widgets
How to Apply Theme Changes to a Widget
How to Create a New Theme
How to Create a Post Purchase Overlay
How to Make Changes to a Theme
How to Setup a Friend Landing Page
How to Setup an Advocate Landing Page
How to Test a Widget
How to configure your Terms & Conditions
How to set up a Ribbon for your site
How to update a Widget or Theme to the latest version
Emails
Settings & Configurations
Code Banks
How to Add Codes to an Existing Code Bank
How to Create a New Code Bank
How to Generate Coupons in Bulk for Shopify
Setting Up Low Code Bank Notifications
Program Integrity
Integrations
How To Enable the Attentive Integration
How to Enable the Cordial Integration
How to Enable the Iterable Integration
How to Enable the Klaviyo Integration
How to Enable the Tremendous Integration
How to Integrate Friendbuy with CartHook
How to Leverage Friendbuy With ReCharge
How to Leverage the Friendbuy and Ethyca Integration
How to Leverage the Friendbuy x DataGrail Integration
How to set up the Segment Web-Mode (Destination Actions) Integration
Customer Service Portal
How do I check the status of a referral?
How to Manually Add Credit to a Customer's Account
How to Manually Remove Credit from a Customer's Account
How to Search for a Customer Profile
How to create a Manual Referral
Override a Rejected or Pending reward
Reasons for Rejected Advocate Rewards and Friend Incentives
Resend Reward Email
The Referred Friend put in their email address but didn’t get their coupon code. How do I find this?
Why didn't the Advocate receive a Reward for a successful referral?
Why was my customers reward rejected?
Analytics & Reports
Common FAQs
A Glossary of Terms
Difficulty downloading reports after you receive an export email?
How are Conversions Tracked in Friendbuy?
How do I change my password?
How long is the Referred Friend attribution window
How to Apply Theme Changes to a Widget
How to Create a New Theme
What are Fraud Checks, Tier Checks, and Rules Checks in the Rewards Report?
What are some common scenarios, and how do I troubleshoot them?
What do the Reward Statuses and Definitions mean?
What does Fraud Protection do?
What is a Friend Widget?
What is a self-referral redirect URL?
What is a typical referral flow?
Workflow Recipes
Automatically Prompt a Referral Post Purchase in Attentive
How to Leverage Friendbuy with Kustomer
How to Prompt a Referral After a Positive Review with Friendbuy and Trustpilot (via Klaviyo)
How to Send Referral Links Post Positive Product Review (Okendo)
How to Send Referral Links Post Purchase through Klaviyo
How to send Referral Links Post Product Review (Yotpo)
How to send one time emails with referral links through Klaviyo
Send Referral Program Text Messages Through Attentive
Send a Triggered Text to Prompt a Referral After a Positive Review with Attentive and Okendo
Trigger a Direct Mail Campaign to Drive Referral Program Awareness (Friendbuy x Iterable x Poplar)
Developer Documents
- All Categories
- Getting Started with Friendbuy
- Admin
- How to Set Up and Change Your Email Sender
How to Set Up and Change Your Email Sender
Updated
by William Harper
Overview
Setting up your Email Settings is one of the most important steps in setting up a referral program. In this help article, we'll be reviewing how to set up your Email Sender, along with how to verify your sender address as well!
Setting Up Your Email Sender
Step 1
Navigate to Settings > Email Sender

Step 2
Input the required fields in the Email Sender area! The From Address will be the email address that customers receive emails from, while the Company Name will be the 'From' name that customers will see when receiving an email. The company address can be placed or included in the email footer using one of our merge variables. Be sure to press Save Changes once you're finished!

Step 3
Now that you've set up your Email Sender settings, it's time to verify your Email Domain! After saving your Email Sender settings, you should notice a box of information below under Email Domain Verification that will look something like this:

These DNS Server Records are how our platform and Email Service Providers recognize your new referral emails as actually coming from your domain. These DNS Records act as a sort of 'verification', and need to be added to your DNS Provider to be fully verified.
You'll notice that there are three types of records that need to be added:
- an SPF Record
- DKIM Records
- a Verification Record
Under each section, our platform will tell you what the Name of the record should be, what the Value of the record should be, as well as what Type of record it should be added as. Once you've added the required records to your DNS provider as specified, you're ready to verify your Email Domain!
Step 4
You can now click the blue verification button below the Email Domain Verification box to complete the verification.

If all looks good, your DNS Server Status will update and look like the following. As long as all three prompts are green, you are all set and ready to start sending referral emails!
