In the Communications section of Practice settings you can customise how you communicate with your clients and prospects, and how your team is kept informed.
Send Emails from Custom Address
You can configure Socket emails to come from an email address in your own domain. So instead of proposal emails coming from "support@usesocket.com" you can set them to come from something like "proposals@your-practice.com".
Sending emails in this way:
Provides an extra layer of white-labelling of the Socket software, strengthening your brand
Improves the deliverability of the email and the chances it will land in your prospect's/client's inbox
Setting up Emails from a Custom Address
To use this feature, contact support with the email address you’d like your proposals to be sent from.
You'll receive an email from Postmark with instructions on how to update your DNS settings. If your emails are managed externally, forward these instructions to the right person that can help.
Once you have made the changes, let us know so we can verify everything on our side. After which, you’ll be able to configure your settings by clicking on 'Set Up Custom Email Address':
Team-Wide Notifications
When important events happen in Socket, for example a prospect signs a proposal, the team members directly involved (e.g. proposal owner, proposal creator) will naturally be notified.
With team-wide notifications, you can specify extra email addresses that should be notified, in addition to the people directly involved. This might be a specific person in charge of billing, or a distribution list email address that goes out to your onboarding team, e.g.:
