Use your Firm’s address to send emails from CAS 360

  • Updated

CAS 360 allows you to customise the outgoing email address for all correspondence to your clients. 

Using Amazon SES, we are able to update your sender email address to an email address that you have access to.

To do this, you will have to verify that you own this address. While not strictly required, we also highly recommend that you update your company's DNS records to alert other email destinations that you are using Amazon SES to send emails. If this last part is not done, there is a very strong likelihood that the emails will end up in people's Junk or Spam folders.

How do I do this?

From the Main Toolbar, go to Settings
Select Email Settings Screen_Shot_2021-06-02_at_8.20.12_pm.png 

At the top of the email settings screen, you will see the following:

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Enter your preferred email address and click Screen_Shot_2021-06-02_at_8.23.13_pm.png

Important: Only one email address is available per account. We recommend using your firm's general email address.

Billing

Because Amazon SES only allows for a limited number of email domains that we can add, there will be a one-off fee of £250 (inc GST). Billing will be processed through MYBGL. See the Purchasing the CAS 360 Custom Email via MyBGL section below for more information.

Get in quick! It will be first come first served.

 

Purchasing the CAS 360 Custom Email via MyBGL

Access

From within MyBGL, select the Products option on the left-hand side of the screen.

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For more information on accessing MyBGL see MyBGL FAQ's.

How to purchase the Custom Email Feature

Select the Purchase New Features button next to your CAS 360 subscription.

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MyBGL will now display your CAS 360 account details

 Screen_Shot_2021-06-24_at_12.40.52_pm.png

ToggleScreen_Shot_2021-06-24_at_12.40.56_pm.png for CAS 360 Custom Email and click Screen_Shot_2021-06-24_at_12.42.54_pm.png

MyBGL will now display the billing amount

To proceed to the payment of the invoice, check the box agreeing to the terms and conditions, then select Go to Payment.
 

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You will be redirected to the Payment Options screen. For further information on how to proceed with payment options, please refer to the MyBGL Billing article. 

Once your email has been submitted, a verification email will be sent to the email address. Open this email and click the URL link to verify that you own this address:

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Important

The link will expire 24 hours after your verification request

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Once this is complete, head back to the Email Settings page in CAS 360

From the Main Toolbar, go to Settings
Select Email Settings Screen_Shot_2021-06-02_at_8.20.12_pm.png 

You will now see the following:

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Screen_Shot_2021-06-08_at_11.56.19_am.png Click to confirm the email has been verified and approved and you have completed Purchasing the CAS 360 Custom Email via MyBGL.
Screen_Shot_2021-06-08_at_11.56.25_am.png Click if you have made a mistake or want to change the email address.

 

Sender Policy Framework (SPF)

Protect against phishing & prevent messages from being marked as spam

Use Sender Policy Framework (SPF) to help protect your domain against spoofing, and help prevent your outgoing messages from being marked as spam. SPF specifies the mail servers that are allowed to send email for your domain. Receiving mail servers use SPF to verify that incoming messages that appear to come from your domain were sent by servers authorized by you.

Without SPF, messages sent from your organization or domain are more likely to be marked as spam by receiving mail servers.

Check for SPF record:
To perform a quick check to see if you have an existing SPF record, enter your domain using this website: https://dmarcly.com/tools/spf-record-checker

You will see the following if you do have an SPF record:

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The following will display if you do not have one:

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Setting up SPF

Important

We recommend that you use your IT specialist to assist with setting up your SPF records.

  • If your domain already has an SPF record, you can add an include statement for Amazon SES by adding the following (SPF records can contain multiple include statements):
    include:amazonses.com
  • If your domain does not already have an SPF record, add the DNS configuration for your domain as the following: v=spf1 include:amazonses.com~all

Setting up DMARC

To further improve email deliverability and monitor unauthenticated usage of your domain, we recommend adding a DMARC (Domain-based Message Authentication, Reporting & Conformance) record.

  • Add the following DNS record:
    (Type: TXT, Name: _dmarc.<domain>) with value "v=DMARC1; p=none;"

This configuration tells receiving mail servers to monitor emails from your domain but not take any enforcement action (i.e. no blocking or quarantining).

If you want to take a stricter approach, you can change the policy (p) from none to:

  • p=quarantine: directs failing emails to recipients' junk/spam folder
  • p=reject: blocks unauthenticated emails entirely

Note: Using quarantine or reject may affect delivery of CAS 360 emails if your domain's Return-Path is not aligned with the From envelope.

Obtain DKIM

To obtain the DKIM (DomainKeys Identified Mail), a custom email address must be already established. 

Please select the 'Obtain DKIM'  

After selecting 'Obtain DKIM' an Excel File will be downloaded onto your browser. Once the excel file has been downloaded, you will need to use the entries in the file and create DNS records accordingly.

Strict DMARC Policy 

If your organisation enforces a strict DMARC policy, standard custom sender emails may be marked as spam. Ask us about our optional Custom Send From setup using a dedicated subdomain to improve deliverability.

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