Technical Setup

Overview

This guide covers the technical setup steps that occur during your Sugar Market onboarding process. These steps are completed with the help of the onboarding team and the information is included here for your reference. If you have any questions about this information, please contact the onboarding team. For general setup information, please refer to the Sugar Market Settings and Preferences page.

Note: Any information that you would need to copy and paste will be provided by the onboarding team via a text document to ensure the correct formatting. If you need any assistance with the DNS setup, please contact your DNS administrator or domain provider for more information.

Setting up Your SPF CNAME Record

Sender Policy Framework (SPF) is an email authentication system designed to prevent email address spoofing by allowing domain owners to specify which internet hosts are allowed to send emails on their behalf. Sugar Market supports “From: header” SPF domain alignment. The details of the CNAME record you create will depend on your region. You will need to set up SPF and DKIM records for each domain and/or sub-domain you will be sending from.

Setting up Your DKIM Record

The DomainKeys Identified Mail (DKIM) is an additional email authentication system required by Sugar Market which helps prevent your emails from being sent to the spam folder. When your message is sent, DKIM creates a digital signature of your email with a private encryption key. Upon arrival at the recipient’s mail server, the server will look for your server’s public encryption key. If the public key is present, then the recipient’s server will authenticate the message sender.

Setting up Your DMARC Record

The Domain-Based Message Authentication, Reporting, and Conformance (DMARC) is an additional email authentication protocol required by Sugar Market, which protects users against cyberattacks and prevents cases of email “spoofing.” This will allow you to review any emails sent from your domain and determine if they are a threat to your organization.

Note: If you already have a DMARC on either your main domain or subdomain setup with p-none or other policies (p=reject P=quarantine) then please leave your DMARC policy as is. Do not add another one on the domain/sub-domain, as this could cause technical problems.

IP Allowlisting

To ensure that internal notifications are delivered to your team, you must allowlist the IP addresses listed in the Configuring IP Addresses, Ports, and Domains article for your region. We also recommend you allowlist all sending domains you will be using.

If your CRM is inaccessible online, it is likely behind a firewall and Sugar Market will not be able to connect to your CRM. To enable the sync between your CRM and Sugar Market, please request your IT and/or CRM administrator to allowlist the IP addresses listed in the Configuring IP Addresses, Ports, and Domains article for your region. If your CRM web services are open to the public, then you do not need to allow any additional IP addresses.

Setting up Additional CNAMEs

CNAMEs allow you to customize Sugar Market URLs to align more closely with your branding. We do not support proxied CNAMEs (also known as “orange-clouded”), as DNS queries for proxied CNAMEs will resolve with Cloudflare and not the DNS host. You can add CNAME records with the following steps:

1. Start by picking your subdomain. Please have this in mind before talking to your DNS Administrator.
2. Tell your DNS Administrator to create a CNAME designation and assign it to a forwarding hostname at Sugar Market for your region. Please ensure that these CNAMEs are added both your external AND internal DNS.
3. Once the CNAMEs are created, email them to the onboarding team.
4. If you have created CNAMEs for Forms or Marketing Sugar Market requires you to provide an SSL Certificate that we can install on our servers to secure
   the CNAMEs. The onboarding team will assist you with this process.

Setting up Web Tracking

After the onboarding team has verified your CNAMEs, they will send you your web tracking code. Add this code to the footer or header of your website to track your customers across your site. You can also reference the Sugar Market Web Tracking article to learn more about accessing your web tracking code.

Setting up Deliverability Notifications

To receive deliverability complaints, create abuse@ and postmaster@ email addresses for each domain/subdomain you will be sending from. Please let the onboarding team know when you have set these up, and they will verify them.

Unsubscribe and Hard Bounce Lists

If you have unsubscribe or hard bounce lists from a previous mailing system, please share them with the onboarding team.

External CRM Connection

Your technical setup and integration of your external CRM should be completed simultaneously. Your onboarding team will assist with this process. You can also reference the Integration Overview: All CRM Types article to learn more about integrating your CRM with Sugar Market.