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[en] Configuring Send on Behalf of my Domain

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[en] Configuring Send on Behalf of my Domain
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[en] You can configure your email server settings to send email notifications from OneTrust using the Send on Behalf of my Domain methodology. This methodology is recommended for companies that want OneTrust's email server to handle delivery of email but delegate the ability of OneTrust to send emails on behalf of their company's domain.

Importante

[en] This customization requires an Advanced or Enterprise license for your organization's OneTrust account.

[en] Things to Know

[en] The Send on Behalf of my Domain methodology requires setup of SPF and CNAME in DNS records to ensure reliable delivery of emails sent.

[en] To set up Send on Behalf of my Domain, you will need to adjust the account settings for your DNS provider.

[en] First, determine who your hosting provider is (e.g. GoDaddy, CloudFlare, Microsoft Azure, etc.) and if you have access. If you do not have access to the account, you will need to involve the IT administrator for your organization's hosting provider in this configuration.

Atención

[en] Before completing this configuration, contact OneTrust support to discuss the requirements and your OneTrust account's eligibility and generate the necessary access credentials.

[en] To configure Send on Behalf of my Domain

  1. [en] Contact OneTrust at support@onetrust.com or contact your primary support resource requesting "Send on Behalf of my Domain" be set up. Provide the desired domain and your account information.

  2. [en] After the request is approved, you will receive an email with instructions to create a CNAME record in your DNS for DKIM signing (or if your DNS doesn't support, you can set up an SPF and MX record details). For more details of the process, see domain authentication.

  3. [en] Update your organization's DNS records by creating a TXT record with the value v=spf1 include:sendgrid.net ~all. Then follow the instructions in the email.

    Nota

    [en] Domain providers use different names for the page where you can update the DNS record (e.g. cPanel, Zone Editor, Zone File Settings, Manage Domains, Domain Manager, DNS Manager, etc.)

  4. [en] Respond to the support case letting OneTrust know that the step has been completed. Once verified, you will be provided a password to use for Email setup.

  5. [en] Click the gear icon gear-icon_global-settings.png in the upper-right hand corner to access Global Settings.

  6. [en] On the Global Settings menu, select Email and Branding > Email Settings. The Email Settings screen appears.

    Email_Settings_screen.png
  7. [en] On the Accounts tab, click the Add button. The New Email Account screen appears.

    New_Email_Account_-_SMTP.png
  8. [en] Select SMTP and click the Next button. The SMTP Details screen appears.

  9. [en] Complete the fields. For more information, see [en] SMTP Details Screen Reference.

  10. [en] Click the Test button to test your configuration.

  11. [en] Click the Create button.

[en] SMTP Details Screen Reference

New_Email_Account_-_Send_on_Behalf_of_Configuration.png

Nota

[en] The OneTrust application will call the configured SMTP mail server from an IP address within a designated range of the data center your account is hosted. For more information, see About OneTrust Hosting Options, Locations, and Backup.

[en] Section

[en] Field

[en] Description

[en] SMTP Details

[en] SMTP Name

[en] Enter a name to identify the configuration.

[en] Sender Name

[en] Enter the name that you want to appear as the sender for emails.

[en] Sender Email

[en] Enter the email address that you want to appear as the sender for emails.

[en] SMTP Server Settings

[en] SMTP Server

[en] Enter smtp.sendgrid.com.

[en] SMTP Port

[en] Select port 587.

[en] Security Protocol

[en] Select TLS.

[en] SMTP Timeout

[en] Enter the maximum amount of time that the application can use to establish a connection with the SMTP server before timing out.

Nota

[en] The minimum value that can be entered is 1000 ms and the maximum is 10000 ms.

[en] Authentication

[en] User Name

[en] Enter apikey.

[en] Password

[en] Enter the provided API Key value.

[en] Test Connection

[en] Click the Test button to verify the connection with the SendGrid SMTP server before saving your settings.

[en] Send on Behalf of my Domain FAQ

[en] The following responses are supported solutions to frequently asked questions (FAQ) on email server configuration using the Send on Behalf of my Domain methodology. The OneTrust team continuously monitors these inquiries and will make additional FAQ available as they are identified.

1.

[en] I've completed my email server configuration but am still experiencing email delivery issues. What are some steps I can take to troubleshoot my issue?

[en] If your organization has strict email content filtering policies, check for server activity related to ‘m.onetrust.com’ to diagnose email delivery issues. Please also consider safelisting the ‘m.onetrust.com’ domain.

 
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