Portal GuideReach
How to configure email settings
Set up inbound and outbound email addresses and signatures for Reach.
Email settings control how DealerAI sends and receives email messages through Reach. Configuring these properly ensures emails come from your dealership's domain and include professional branding.
Configure outbound email
Go to Reach from the sidebar.
Navigate to the email settings section (within General Configuration or a dedicated Email tab).
Set the Sender Email — the "from" address customers see (e.g., sales@yourdealership.com).
Set the Domain — your verified sending domain.
Add BCC Emails — addresses that receive a copy of every outbound message (useful for CRM integration or compliance).
Click Save.
Configure the email signature
In the email settings, locate the Email Signature editor.
Use the rich-text editor to write your signature — include staff name or department, dealership name and address, phone number, website URL, and optionally a logo.
Preview the signature to ensure it displays correctly.
Click Save.
The signature is automatically appended to all outbound emails sent through Reach.
Configure inbound email
Set the Inbound Email Address — where the system receives incoming email replies and ADF leads.
Ensure your email forwarding rules (SendGrid or mail server) route messages to this address.
Save your configuration.
Email domain verification
For deliverability, your sending domain needs to be verified:
- DNS records (SPF, DKIM, DMARC) must be configured for your domain
- Contact your administrator or IT team to set up these records
- Unverified domains may have emails rejected or marked as spam
Email settings apply to all Reach sequences that use the email channel. Changes here affect follow-up emails, inbound responses, and re-engagement messages.
Tips
- Use a recognizable sender address — customers are more likely to open emails from "sales@dealership.com" than a generic address.
- Keep signatures concise on mobile — long signatures push the actual message content down.
- Add your BCC address to ensure all outbound communication is logged in your CRM.
- Test email delivery by sending to an internal address before activating Reach campaigns.