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Standard Operating Procedure (SOP) for Setting Up SPF, DKIM, and DMARC for e2 Agency with Klaviyo

Standard Operating Procedure (SOP) for Setting Up SPF, DKIM, and DMARC for e2 Agency with Klaviyo

Objective:

To provide a comprehensive, step-by-step guide for setting up SPF, DKIM, and DMARC records to ensure maximum email deliverability and security for e2 Agency.

Tools Required:

  • Access to your domain's DNS settings

  • Klaviyo account

  • A 3rd-party DMARC service provider (optional but recommended for advanced reporting)

Table of Contents:

  1. Understanding Email Authentication

  2. SPF Setup

  3. DKIM Setup

  4. DMARC Setup

  5. Verification and Monitoring

Understanding Email Authentication

Email authentication is crucial for verifying the sender's identity and ensuring that emails reach the recipient's inbox. The three primary email authentication methods are SPF (Sender Policy Framework), DKIM (DomainKeys Identified Mail), and DMARC (Domain-based Message Authentication, Reporting, and Conformance).

SPF Setup

What is SPF?

SPF (Sender Policy Framework) is an email authentication method designed to detect forged sender addresses during the delivery of the email.

Steps for SPF Setup:

  1. Log in to DNS Provider: Access your DNS provider's control panel.

  2. Navigate to DNS Settings: Go to the section where you can view or edit your DNS records.

  3. Add New Record:

    • Type: TXT

    • Name: @

    • Value: v=spf1 include:_spf.klaviyo.com ~all

  4. Save Changes: Confirm and save the DNS record.

  5. Wait for Propagation: DNS changes can take up to 48 hours to propagate.

DKIM Setup

What is DKIM?

DomainKeys Identified Mail (DKIM) acts as a digital signature that is added to the header of an email to further verify the identity of the sender.

Steps for DKIM Setup:

  1. Log in to Klaviyo: Access your Klaviyo account and navigate to the "Account" section.

  2. Generate DKIM Keys: Klaviyo will automatically handle DKIM if you're using their shared or dedicated sending domain.

  3. (Optional) Add to DNS: If you have a custom setup, you may need to add the generated DKIM keys as TXT records in your DNS settings.

DMARC Setup

What is DMARC?

DMARC stands for Domain-based Message Authentication, Reporting, and Conformance. It is a protocol that uses SPF and DKIM to determine the authenticity of an email.

Steps for DMARC Setup:

  1. Log in to DNS Provider: Access your DNS provider's control panel.

  2. Navigate to DNS Settings: Go to the section where you can view or edit your DNS records.

  3. Add New Record:

    • Type: TXT

    • Name: _dmarc.yourdomain.com

    • Value: v=DMARC1; p=reject; rua=mailto:dmarc_reports@yourdomain.com

  4. Save Changes: Confirm and save the DNS record.

  5. Wait for Propagation: DNS changes can take up to 48 hours to propagate.

Verification and Monitoring

  1. Verify SPF and DKIM: Use SPF and DKIM verification tools to ensure the records are set up correctly.

  2. Verify DMARC: Use a DMARC verification tool to confirm the DMARC record is working as expected.

  3. Monitor Reports: Regularly review DMARC reports to adjust your policy as needed. Consider using a 3rd-party DMARC service provider for advanced insights.

Objective:

To provide a comprehensive, step-by-step guide for setting up SPF, DKIM, and DMARC records to ensure maximum email deliverability and security for e2 Agency.

Tools Required:

  • Access to your domain's DNS settings

  • Klaviyo account

  • A 3rd-party DMARC service provider (optional but recommended for advanced reporting)

Table of Contents:

  1. Understanding Email Authentication

  2. SPF Setup

  3. DKIM Setup

  4. DMARC Setup

  5. Verification and Monitoring

Understanding Email Authentication

Email authentication is crucial for verifying the sender's identity and ensuring that emails reach the recipient's inbox. The three primary email authentication methods are SPF (Sender Policy Framework), DKIM (DomainKeys Identified Mail), and DMARC (Domain-based Message Authentication, Reporting, and Conformance).

SPF Setup

What is SPF?

SPF (Sender Policy Framework) is an email authentication method designed to detect forged sender addresses during the delivery of the email.

Steps for SPF Setup:

  1. Log in to DNS Provider: Access your DNS provider's control panel.

  2. Navigate to DNS Settings: Go to the section where you can view or edit your DNS records.

  3. Add New Record:

    • Type: TXT

    • Name: @

    • Value: v=spf1 include:_spf.klaviyo.com ~all

  4. Save Changes: Confirm and save the DNS record.

  5. Wait for Propagation: DNS changes can take up to 48 hours to propagate.

DKIM Setup

What is DKIM?

DomainKeys Identified Mail (DKIM) acts as a digital signature that is added to the header of an email to further verify the identity of the sender.

Steps for DKIM Setup:

  1. Log in to Klaviyo: Access your Klaviyo account and navigate to the "Account" section.

  2. Generate DKIM Keys: Klaviyo will automatically handle DKIM if you're using their shared or dedicated sending domain.

  3. (Optional) Add to DNS: If you have a custom setup, you may need to add the generated DKIM keys as TXT records in your DNS settings.

DMARC Setup

What is DMARC?

DMARC stands for Domain-based Message Authentication, Reporting, and Conformance. It is a protocol that uses SPF and DKIM to determine the authenticity of an email.

Steps for DMARC Setup:

  1. Log in to DNS Provider: Access your DNS provider's control panel.

  2. Navigate to DNS Settings: Go to the section where you can view or edit your DNS records.

  3. Add New Record:

    • Type: TXT

    • Name: _dmarc.yourdomain.com

    • Value: v=DMARC1; p=reject; rua=mailto:dmarc_reports@yourdomain.com

  4. Save Changes: Confirm and save the DNS record.

  5. Wait for Propagation: DNS changes can take up to 48 hours to propagate.

Verification and Monitoring

  1. Verify SPF and DKIM: Use SPF and DKIM verification tools to ensure the records are set up correctly.

  2. Verify DMARC: Use a DMARC verification tool to confirm the DMARC record is working as expected.

  3. Monitor Reports: Regularly review DMARC reports to adjust your policy as needed. Consider using a 3rd-party DMARC service provider for advanced insights.

Objective:

To provide a comprehensive, step-by-step guide for setting up SPF, DKIM, and DMARC records to ensure maximum email deliverability and security for e2 Agency.

Tools Required:

  • Access to your domain's DNS settings

  • Klaviyo account

  • A 3rd-party DMARC service provider (optional but recommended for advanced reporting)

Table of Contents:

  1. Understanding Email Authentication

  2. SPF Setup

  3. DKIM Setup

  4. DMARC Setup

  5. Verification and Monitoring

Understanding Email Authentication

Email authentication is crucial for verifying the sender's identity and ensuring that emails reach the recipient's inbox. The three primary email authentication methods are SPF (Sender Policy Framework), DKIM (DomainKeys Identified Mail), and DMARC (Domain-based Message Authentication, Reporting, and Conformance).

SPF Setup

What is SPF?

SPF (Sender Policy Framework) is an email authentication method designed to detect forged sender addresses during the delivery of the email.

Steps for SPF Setup:

  1. Log in to DNS Provider: Access your DNS provider's control panel.

  2. Navigate to DNS Settings: Go to the section where you can view or edit your DNS records.

  3. Add New Record:

    • Type: TXT

    • Name: @

    • Value: v=spf1 include:_spf.klaviyo.com ~all

  4. Save Changes: Confirm and save the DNS record.

  5. Wait for Propagation: DNS changes can take up to 48 hours to propagate.

DKIM Setup

What is DKIM?

DomainKeys Identified Mail (DKIM) acts as a digital signature that is added to the header of an email to further verify the identity of the sender.

Steps for DKIM Setup:

  1. Log in to Klaviyo: Access your Klaviyo account and navigate to the "Account" section.

  2. Generate DKIM Keys: Klaviyo will automatically handle DKIM if you're using their shared or dedicated sending domain.

  3. (Optional) Add to DNS: If you have a custom setup, you may need to add the generated DKIM keys as TXT records in your DNS settings.

DMARC Setup

What is DMARC?

DMARC stands for Domain-based Message Authentication, Reporting, and Conformance. It is a protocol that uses SPF and DKIM to determine the authenticity of an email.

Steps for DMARC Setup:

  1. Log in to DNS Provider: Access your DNS provider's control panel.

  2. Navigate to DNS Settings: Go to the section where you can view or edit your DNS records.

  3. Add New Record:

    • Type: TXT

    • Name: _dmarc.yourdomain.com

    • Value: v=DMARC1; p=reject; rua=mailto:dmarc_reports@yourdomain.com

  4. Save Changes: Confirm and save the DNS record.

  5. Wait for Propagation: DNS changes can take up to 48 hours to propagate.

Verification and Monitoring

  1. Verify SPF and DKIM: Use SPF and DKIM verification tools to ensure the records are set up correctly.

  2. Verify DMARC: Use a DMARC verification tool to confirm the DMARC record is working as expected.

  3. Monitor Reports: Regularly review DMARC reports to adjust your policy as needed. Consider using a 3rd-party DMARC service provider for advanced insights.

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