By using Quick Setup, you don't need to do all of these actions. Click here to learn more.

Please note that the steps below should be performed in collaboration with your IT team.

Adding and Validating a Domain

If you want to use a custom domain in your links, host your online processes (forms, surveys, contests, etc.), add authorized sender or DKIM Signature, you must first add this domain and validate that you are the owner of this domain before using it as a custom domain and securing it.

Choose a sub-domain from your company main domain (the one your customers know and associate with your company).

Example: communications.yourcompany.com

If the name is already available in the list of Validated Domains, you can skip this step.

  1. List all the domains that will be used as the sender address in your emails (for example: "yourcompany.com". 
  2. Go to Account Management (⚙), in the Organization section, under Domain Management and Validated Domains to add your domain and validate it. You will then need to create the DNS entries provided for validation on your server.

If you want to continue the procedure later, because the file or DNS record is not yet installed, click the Continue later button to validate later. If you interrupt the validation, the domain will then be listed in the lower section, entitled Domains to validate, from which you can select it later to continue the validation.

If you have done the validation, check that the site is validated.

Once Dialog Insight has confirmed the presence of the file at the root of your site, or the DNS record contains the correct validation code, the Status column will indicate Validated.

DNS Example

Here is how to create a DNS entry with Google Domains.

  1. Log in to Google Domains.
  2. Select your domain.
  3. From the left menu, select DNS.
  4. Scroll to the Custom resource records section.
  5. Add the DNS record using the values provided. The result should look like this:
NameTypeData
_di-challenge-307.communications.yourcompany.comTXT"upypvqb2mp35ad5u"

DKIM Signature

Once validated, add your domain to the list under Sender domains. Click on the “DKIM Signature” button and make the requested entries. You can then validate these from the interface.

Once you have completed the above steps you will then get a system validation if the DNS entries are correctly configured. From that moment on, you will be able to use this sender domain to send your emails.

Custom domain

If you want to use a custom domain in your links or to host your forms, surveys, contests, etc. instead of seeing the Dialog Insight domain, you must add it and, ideally, secure it by adding an SSL certificate.

Go to Account Management (⚙), in the Organization section, under Domain Management.

  1. Click on the Custom domains tab.
  2. In the list of custom domains, click on Add a custom domain and follow these steps:
    1. Select the validated domain you want to use as a custom domain.
      If the domain is not listed, it is because it has not yet been added, or validated.
    2. Click on the Continue button.
    3. Choose the type of content for which you want to use the domain
      • Generic- You will need to create a DNS record of type CNAME or A. The exact value of the record depends on the platform to which your account is assigned.
        Examples:
        • In Canada :
          communications.yourcompany.com CNAME secure.ofsys.com.
          communications.yourcompany.com A 208.91.248.10
        • In France :
          communications.yourcompany.com CNAME secure.mydialoginsight.com.
          communications.yourcompany.com A 104.254.152.10
      • Landing pages - You will need to create the provided DNS record.
    4. Once you have chosen the type, click on the Continue button.

      Note : If you are using a content delivery network (CDN) to keep a DNS, it is possible to validate it by following the link displayed in step number 3. In your CDN, be sure to configure the DNS you want to use to point to one of the links mentioned in the box above

    5. Follow the instructions indicated according to the type you have chosen.
      Note : You may need the help of your technical team.
    6. When Dialog Insight can confirm that the DNS record is valid, the domain will be validated as a custom domain, and you will see a configuration confirmation message.
    7. Click on Continueto indicate how you want to secure your custom domain.
      If you choose Use my own certificate you will then have to add your SSL certificate:
      1. Click Add an SSL certificate.
      2. Click Add.
      3. Once the certificate is added, you can enable it by clicking the "Play" icon.

      4. Click Complete.

  3. Check that your custom domain is validated and secured by going back to the list of custom domains. If your custom domain has been well configured and secured, the DNS record column will show a Valid status, and the SSL certificate column will show a Secured status.
  4. Return to the Domain management tab and add your custom domain to the desired locations.

Next Step

You must edit the existing links in your opt-in forms, events, contests, surveys, etc. by replacing HTTP by HTTPS.
For example:
http://communications.dialoginsight.com  -->  https://communications.dialoginsight.com

   

Other Validations

How to be certain my page is really secured?

Each browser has its own way of indicating a page is secured.

  • In Internet Explorer, a lock is shown in the far right end of the address bar.
  • In Google Chrome, le word Secure appears in the left end of the address bar.
  • In Firefox, a green lock shows in the left end of the address bar.

 

Why is my browser still indicating that my site is not secure?
It might be that the page contains other non secured elements, such as images, or JavaScript or CSS files. Make sure that these elements are also hosted securely (https).