Adding a custom domain to Agent CRM is a great way to reinforce your brand and improve your communication’s professionalism. By integrating your domain, you can send emails and host funnels that align with your business identity. Here’s how to set up and connect your domain in Agent CRM.

Why Add a Domain to Agent CRM?

Linking your domain to Agent CRM offers several advantages:

  • Brand Consistency: Emails and web pages reflect your business identity, building trust with clients.
  • Improved Deliverability: Using a verified domain increases the likelihood of your emails landing in clients’ inboxes.
  • Streamlined Marketing: Host custom funnels and landing pages directly on your domain.

Step-by-Step Guide to Adding Your Domain

  1. Access Domain Settings

    • Log in to Agent CRM and navigate to Settings >> Domains.

  2. Add Your Domain

    • Click the + Add Domain button.
    • Enter the domain you want to connect (e.g., www.yourbusiness.com) and click Save.

  3. Update DNS Records

    • Log in to your domain provider (e.g., GoDaddy, Namecheap, or Cloudflare).
    • Update the DNS records as provided by Agent CRM. Typically, these include:
      • CNAME Records: Point your domain or subdomain to Agent CRM’s servers.
      • TXT Records: Verify ownership of your domain.
    • Save the changes in your domain provider’s settings.

  4. Verify Your Domain

    • Return to Agent CRM and click Verify next to your domain.
    • Verification may take a few minutes to propagate. Ensure all DNS records are entered correctly.

  5. Set Your Domain for Funnels and Email

    • Once verified, you can assign the domain for use with email campaigns or funnel hosting in Agent CRM.

Pro Tips for Managing Your Domain

  • Subdomains vs. Main Domains: Consider using a subdomain (e.g., funnels.yourbusiness.com) to keep your primary website separate.
  • Monitor DNS Propagation: Use tools like dnschecker.org to ensure DNS changes have propagated globally.
  • Test Your Configuration: Send a test email or access a hosted funnel to confirm your domain is working correctly.

For more tips on optimizing your Agent CRM setup, read our blog on Exploring Agent CRM Features​.

Bonus Resource: Watch and Learn

For a detailed walkthrough of adding your domain, watch our video tutorial: [How to Add a Domain to Agent CRM](upload link). This step-by-step guide ensures a smooth and successful setup.

Learn More

Discover more about Agent CRM’s features with these helpful resources:

Also be sure to check out our Youtube Channel: 

 


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