How to configure SharpSpring and integrate with your website
For SharpSpring clients – this checklist contains the permissions and settings required for configuring and linking the SharpSpring Platform to your website.
Without these settings activated, full platform functionality will not be available. Ensure you follow each step and test that you have correctly completed each task.
Step 1: Accept the SharpSpring Terms of Service
- Once you have verified your account, you will need to accept the SharpSpring Terms of Service in order to use the platform.
- You will then be able to configure and access the elements required for the steps that follow.
Step 2: Configure Company Information
- This information will be used to comply with the CAN-SPAM Act – and is needed in order to use the SharpSpring platform. The following information is required:
- Company Name:
- Street Address:
- Zip Code:
- Corporate Identity and Brand elements (Logos, Favicons, Corporate colours, Imagery etc.)
Step 3: Insert SharpSpring tracking code on your website(s)
- This provides connection between your website and the SharpSpring platform, and lets you to take advantage of all the tools SharpSpring has to offer.
- SharpSpring utilizes its own tracking and analytics services, as well as enabling the use of Google Analytics.
Important: Tracking codes are generated automatically. SharpSpring allows you to track as many sites as you would like and monitor them in one place. Once the account is activated – we will provide the unique tracking code for your website.
- Tracking codes must be installed on each page you want to track.
- Each unique domain will need to have a unique tracking code.
- Once we have generated the site’s tracking code, it must be pasted on the specific website. How tracking code is pasted on a website:
- Log in as an administrator on your website.
- Open the page’s code settings.
- Paste the copied tracking code immediately before the closing </head> tag.
- Repeat as necessary for every page or template on your site.
- It will take approximately 24 hours to activate.
Step 4: Authenticating Emails: DKIM, SPF and CNAME
- When your emails are authenticated, more of your emails will get into the inbox (instead of the spam folder).
- Setting up DKIM and SPF is how you authenticate your emails, and doing so means that ISPs will trust the content that you send.
- To do this, CNAME records must be added to your DNS settings for your domain – this is done via your hosting provider.
- SharpSpring provides an in-application configuration tool which creates CNAME records.
- The DNS settings must be for the domain you are looking to authenticate.
- The configuration tool will generate these CNAME records, which will point to your unique DKIM keys.
- These CNAME records must be added to your domain’s DNS settings.
- These settings can be implemented by your IT team or your Domain provider (such as Hetzner, GoDaddy, HostGator, etc).
Important: By default, only one domain per SharpSpring licence can be authenticated with DKIM and SPF.
- As the CNAME configuration process varies with each hosting provider, reference must be made to the help documentation provided by the individual providers.
- This applies to each domain hosting provider where CNAME records are being added.
Step 5: Setting up a SharpSpring Landing Page Sub Domain
- In order to create landing pages in SharpSpring, a landing page site needs to be enabled. The format of this should be subdomain.yourdomain.com.
- As an example, if you want to set up a campaign to track your promotions the landing page should be set up as something akin to promotions.domain.com.
- Every landing page will have a default .pages.services attached to the landing page site URL. CNAME records need to be added to your tracked site domain in order to remove the .pages.services within the URL.
- Without CNAME records, this is what your URL looks like: Secure (no CNAME) – https://pages.services/subdomain.domain.com
- With CNAME records, this is what your URL looks like: Secure(with CNAME) – https://subdomain.domain.com
- How to add CNAME records:
- Log in to the domain host.
- Locate the host’s domain settings, CNAME settings, or DNS management.
- Navigate to where CNAME records/aliases can be added.
- Enter the landing page subdomain as the host or alias.
- Enter pages.services as the value destination or points to link.
- CNAME changes can take up to 48 hours to go into effect. This depends upon your domain provider. Refer to your domain provider’s help documentation for more information on how long it will take for CNAME changes to go into effect.
Step 6: Whitelisting IP Addresses from SharpSpring Emails
- Whitelisting ensures that your own SharpSpring-sent emails land in the inbox when testing.
- When you whitelist an Internet Protocol (IP) address, you are identifying the sender from that IP as a trusted source to your mail server.
- Your IT team can add IP addresses to your whitelist to allow emails sent from known senders to always appear in your inbox.
- This is beneficial if you are constantly testing email sends and are actively testing emails in SharpSpring.
- Contact us for a list of the IP addresses you will need to whitelist.
For further information or assistance, you are welcome to contact us or book a meeting.
If you require help, please submit a service ticket for further assistance.