Configure your sending domain
By default, Kiflo sends all emails from thekiflo.com domain. Configure your own domain so emails appear to come from your company.
1
Open Email setup
Go to Manage > Emails setup.
2
Add your domain
Click Add sending domain, enter your domain (e.g.
yourcompany.com), and click Add.3
Add DNS records
Kiflo displays a set of DNS records you need to add to your DNS provider. Copy each record and add it in your DNS management console.
4
Validate DNS
Return to Kiflo and click I’ve added these records. Kiflo will verify your DNS configuration. Propagation usually completes within minutes, but can take a few hours.
You must complete the DNS setup before you can set a custom sender email address. Kiflo requires authorization to send emails from your domain.
Change the sender email address
By default, Kiflo sends emails fromnoreply@kiflo.com. Once your sending domain is verified, you can change this to any address on your domain.
1
Open Email setup
Go to Manage > Emails setup.
2
Edit the sender address
Find the Send Emails from field and update it to your preferred address (e.g.
partners@yourcompany.com).3
Save
Click Save to apply the change.
Customize email templates
Kiflo includes editable email templates for every automated email your partners receive. Available templates:
To edit a template:
- Go to Manage > Email templates.
- Click the template you want to edit.
Template settings
Each template lets you configure:- From Name — The display name in the recipient’s inbox (e.g. your company name or channel manager’s name).
- Reply-To — The email address that receives replies from partners.
- BCC — An address to receive a copy of every email sent using this template (useful for CRM tracking or team visibility).
- Invitation Email toggle — Mark this template as the active invitation email so it is used when you invite new partners.
Placeholders
Insert dynamic placeholders in the email body to personalize each message. Available placeholders:
You can customize the link text by editing the content after the colon — for example, change
{{ActivationUrl:click here}} to {{ActivationUrl:Activate your account}}.
Test before sending
Click the Test button on any template, enter a recipient email address, and Kiflo sends a preview with placeholders replaced by your current account data.Set up automated emails for partner programs
Configure per-program automated emails to acknowledge applications, accepted partners, and rejected partners.1
Open Programs
Go to the Programs tab in the main navigation.
2
Select a program
Click on the program you want to configure.
3
Edit automated emails
Click Edit next to Automated emails.
4
Assign templates
Use the dropdowns to assign an email template to each trigger:
- Acknowledge partner signup — Sent when a prospect submits an application.
- Notify accepted partner — Sent when you accept the application.
- Notify rejected partner — Sent when you reject the application.
5
Save
Click Save to activate the automated emails for that program.
Set up acknowledgement emails for leads and deals
Send automatic confirmation emails to partners when they submit a lead or register a deal.- Lead acknowledgement — Go to the lead settings in your program and assign the acknowledgement template to the lead submission event.
- Deal acknowledgement — Go to the deal settings in your program and assign the acknowledgement template to the deal registration event.
{{LeadUrl}} and {{DealUrl}} placeholders link partners directly to the record they submitted.
