Transactional Email Overview
Transactional Email enables customers to send emails at scale from Vitally using their organization's verified domain, increasing sending capacity by removing standard email send limits (annual limit of 10 million emails per year) to ensure reliable, consistent delivery of emails, Docs, surveys, and more. Try it for a 14-day free trial with full access!
The Vitally Email add-on for sending transactional email can be managed by admins in Account Settings.
Key functionality:
Allows sending transactional emails through Vitally from a verified domain
Requires email domain verification and matching Vitally user email addresses
Email analytics
How to Set Up Transactional Email
Go to Settings -> Email
Select Add a Domain (add as many as you need)
Enter your domain (vitally.io)
You should get a successful banner
The domain will initially appear as Unverified
To verify the Domain, select the settings wheel to find the DNS records that will be auto-generated
Share these DNS records with your IT team for implementation
The domain must be verified within 72 hours or the process times out
If that happens, click “Re-Start” to retry verification
Once successful, the domain status updates to Verified in Vitally
Now you can start sending emails! Every Vitally User, that is not an observer, will automatically get a Vitally email to be able to send Transactional emails
NOTE: At least one Vitally user must have an email that matches the verified domain (e.g.,
j.smith@vitally.ioforvitally.io).
Adding Alias Addresses for Transactional Emails
Go to Settings -> Email
Select the domain
Select the plus (+) sign or the settings wheel
Add your aliases here
Additionally, you can send test emails in this window by select Send Test Email
Input a Send From, Send To, Subject, and Message then select Send
How to Use Transactional Emails
Start a conversation like you normally would (learn more here) via a playbook or manually
In the From section, search your name to find your email under the "Vitally Email" section and select your email
Select a fallback sender. This is ensure that emails are sent if for whatever reason the sender email is not working. This also automatically chooses the sender channel (sendgrid, gmail, transactional email, etc)
For example, if you choose to send from a key role (e.g.g, CSM) and then choose a fallback sender from the Vitally Email section (i.e., Transactional email) the email will be sent from the CSM as a transactional email. *Important note to ensure that you're sending correctly when choosing a key role
Select a "reply to" email address that is a real email inbox if you want to receive emails if you're sending from an alias. If you don't do this step, you will not receive responses
Continue sending your email as you would!
Transactional Email FAQ
Why can’t I send emails after adding a domain?
Your domain may not be verified yet. Check the DNS record status and ensure it's verified within 72 hours.
My domain is verified but no sending address shows up—why?
There may be no Vitally user with an email that matches the domain. At least one is required.
Is there a sending limit?
Yes. Transactional Email supports up to 10 million emails per year.
Is this service free?
No, transactional email is a paid add-on. Reach out to am@vitally.io to ask about pricing, or manage the add-on within your Account Settings.
I'm not seeing any responses to emails, why?
If you're sending from an alias and did not select a reply-to email that is a real inbox, you will not receive responses.