Setting up a Custom Domain for Subaccounts (Sharing Spreadsheet)

To set up and send out a custom domain for Preferred Roofing’s website, follow these detailed steps for configuring email services, adding and verifying the domain, updating DNS records, and sharing necessary information.

Connecting the Domain

1. Copy Website URL: Start by copying the website URL for Preferred Roofing.
2. Configure Email Services:
   • Navigate to your email service provider’s settings.
   • Add Dedicated Domain and IP: Input the new custom domain and IP address for the email services.
3. Add Domain for Email Services:
   • Enter the domain details for the email configuration.
   • Verify Domain: Follow the prompts to verify the domain.

Authorizing the Domain

1. Connect Domain:
   • Complete the connection process through your domain registrar.
   • Authorize Domain: Ensure the domain is authorized within your email service provider.

Updating DNS Records

1. Access DNS Records: Log into your domain registrar and navigate to the DNS settings.
2. Modify DNS Records:
   • Use the provided template spreadsheet to input the necessary DNS records.
   • Follow the instructions for each DNS record type (e.g., A, MX, CNAME).
3. Template Spreadsheet:
   • DNS Record Template: Access the template from the Google Drive folder: DNS Record Google Folder.

Sharing Verbiage and Sending Information

1. Prepare Verbiage:
   • Use the provided Google Document for the verbiage template: Share Verbiage.
2. Send Information:
   • Share the completed verbiage and necessary details with the relevant person.

By following these steps, you will have everything in place to set up the custom domain for Preferred Roofing, ensuring that the website and email services are properly configured and operational. This approach provides a comprehensive guide to managing the entire setup process efficiently.