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Set up a Domain for Advocate

Before you begin

You will need assistance from the person who manages your domain to verify ownership and adjust your DNS settings.

Advocate can use root domains or subdomains that you own for your referral program’s share links, microsite, and emails. After a domain has been set up, it’s available for use in any of your programs.

Any full-access team member can add and manage new domains and use them in your program. Program managers can only use domains set up by others.

Step 1: Add the domain

Full-access team members start the process of adding a domain from the Settings page.

  1. In the left navigation bar, select ellipsis-v-solid.svg [Menu] → Settings.

  2. In the Advocate Settings section, select Custom Domains.

  3. Enter the name of the domain you want to use. Both root domains and subdomains are accepted.

  4. Select one or more domain configurations.

    • Skip this step if you just want to verify that you own the domain. You can return later to configure the domain for email or hosting if you change your mind.

  5. Select Next.

Next, verify that you own the domain and update your DNS records. This step is required before you can start to use the domain for your programs.

Step 2: Update your DNS Records

Ownership verification is required before you can use this domain in your programs. You will need assistance from the person who manages your domain.

  1. Verify ownership of the domain by creating or updating a TXT record with the values on-screen.

  2. Follow the on-screen instructions to update your DNS settings for hosting authentication, email authentication, or both.

  3. Return to this page 48 hours after updating your DNS settings and select Check Status to confirm that setup is complete.

    Important

    This step is required before you can start to use your domain. If the setup still isn’t complete after 48 hours, then reach out to our support team for help with troubleshooting.

  4. Select Finish.

Step 3: Use your domain

Full-access team members and program managers can now use this domain for the microsite, emails, or share links. A domain that’s used for your microsite can’t be reused for share links.

As a best practice, we recommend using a root domain for your main website and subdomains for your share links and microsite. While either a root domain or a subdomain is acceptable for emails, many clients prefer using a root domain for better brand recognition.

For a microsite

Important

Domains used for microsites can’t be reused for share links.

Adding a domain to your microsite will replace the default domain.

  1. In the left navigation menu, select Content.

  2. Select Edit Settings on the microsite card.

  3. Make sure site hosting is turned on.

  4. Select Edit to the right of the Hosted domain heading.

  5. Select your domain from the dropdown list.

    • If you don’t see the domain you expected, then contact a full-access team member to make sure the domain setup process was completed.

  6. Select Save.

For emails

Adding a domain to your emails will replace the default email address.

  1. In the left navigation menu, select Content.

  2. Select Edit emails on the emails card to open the editor.

  3. Select the name of the email you want to add the domain to.

  4. Close the menu to view the editing canvas.

  5. Select Edit to the right of the Contact Information heading.

  6. Select your domain from the From address dropdown menu.

  7. Select Save.

For share links

Important

Domains used for share links can’t be reused for microsites.

Adding a domain to your share links will replace the default domain when customer advocates send their referral share links.

  1. In the left navigation bar, select ellipsis-v-solid.svg [Menu] → Settings.

  2. In the Advocate Settings section, select General.

  3. In the Tenant Settings section, select your domain from the Primary share link domain dropdown menu.

    • If you want to set up secondary share links too, then contact our support team for more information. Secondary share links allow you to add more domains for other brands in your company.

  4. Select Save.

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