Enabling email automation is a powerful way to streamline communication, nurture customer relationships, and boost overall efficiency. By automating repetitive email tasks (like welcome messages, order confirmations, and follow-ups), you not only save time but also ensure timely, consistent interactions with your audience.

This becomes even more impactful when combined with a custom payment gateway. A custom gateway allows you to control the transaction process, and when integrated with email automation, it enables personalized, real-time updates based on user activity. Together, these tools enhance user experience, increase engagement, and support scalable growth.

Through this documentation, we will guide you on how you can enable email automation while highlighting the role a custom payment gateway plays in optimizing your workflow.

Let’s get started 🚀

Navigation

To access powerful tools that connect your learning platform with other apps and services, you need to navigate to the “Integration” section.

Carefully follow the instructions below that will guide you on how to navigate to the “Integration” section in your organization’s learning platform.

Step 1: Click on the “Settings” dropdown to unwrap it, then click on the “Integration” option.

Step 2: Click on the “Emails” option to start automating your mailing process.

How to whitelist your Transactional Emails

Whitelisting transactional emails ensures that important updates such as order confirmations, payment receipts, account notifications, and class reminders reach your inbox without being filtered into spam or promotions. These emails are critical for a smooth customer experience, as they keep learners and users informed in real-time. By whitelisting, you safeguard against missed updates, reduce confusion, and ensure seamless communication between your platform and your users.

Please note that if this step is not done, all the transactional email will be sent via Edmingle Domain. 

Carefully follow the instructions that will guide you on how you can efficiently enable the email automation in your organization’s learning platform:

Step 1: Click on the “Manage” button at the end of the “Edmingle Email” column.

Step 2: A new window will open in the center of the screen with the “Edmingle mail service” title. Fill the necessary fields, then click on “Verify DNS Status”

Step 3: After clicking on the “Verify DNS Status” button, a success message will open at the top of the screen. You will have to add the below records in your DNS records of your domain provider. Once everything is verified, click on the “Save” button. 

How to whitelist your Promotional Emails

To whitelist promotional emails, click on ‘Add Account’ below and fill in the details the same way you did for transactional emails.

Please note: Adding a promotional channel is mandatory for sending emails via Campaigns. To know more about the campaigns feature, refer this document. 

Step 2: A new window will open in the center of the screen with the “Edmingle mail service” title. Fill the necessary fields, then click on “Verify DNS Status”

Step 3: After clicking on the “Verify DNS Status” button, a success message will open at the top of the screen. You will have to add the below records in your DNS records of your domain provider. Once everything is verified, click on the “Save” button. 

Note: If your Domain, Sub-Domain, and From Email are the same as those used for Transactional emails, you do not need to verify the DNS records again. However, if you are using different details, you will be required to add the new records in your DNS.