Vitally Email Service Overview
The Vitally Email Service 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 Service add-on for sending transactional emails 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 Vitally Email Service
Go to Settings -> Email
Select Add a Domain (add as many as you need)
Enter your domain
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 the Vitally Email Service
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 the Vitally Email Service
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, vitally email service, 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, 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 emails as you would!
How to make use of the Analytics
To make use of the different analytics we have available, you will need to either create or update an existing Conversations view. The analytics are available as properties that can be added as Columns.
They can be found under Vitally Data:
First Message
These are also available to use for any conversations created within Vitally. See here.
Bounced (boolean)
This indicates whether the first message bounced at any addresses it was sent to.
Opened (boolean)
This indicates whether the first message was opened.
Opened (count)
This indicates the number of times the first message was opened.
Replied (boolean)
This indicates whether the first message was replied to.
Unsubscribed (boolean)
This indicates whether any recipients of the first message unsubscribed.
Unsubscribed Emails
This contains a list of the addresses that were unsubscribed
Vitally Email
These are only available for conversations created using the Vitally Email Service
Bounced Emails
This contains a list of addresses that bounced.
Clicked (boolean)
This indicates whether any links in the first message of the conversation were clicked.
Clicked (count)
This indicates how many times any link in the first message was clicked.
Clicked links (urls)
This contains a list of strings representing the URLS of links that were clicked in the first message.
Spam Reported Emails
This contains a list of email addresses that reported the first message as spam.
Spam Reported (boolean)
This indicates whether there were any spam reports for the first message.
Vitally Email Service 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. The Vitally Email Service supports up to 10 million emails per year.
Is this service free?
No, the Vitally Email Service 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.