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Email Deliverability Kit: SPF/DKIM/DMARC Setup Guide (PDF)

Step-by-step guide to improve email deliverability. Includes SPF, DKIM, DMARC setup + warmup checklist.

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💡 Usage Tip

Share this guide with your entire team to ensure everyone follows the same best practices.

Usage Tips

  • 1Gate this PDF to capture leads (exchange email for download)
  • 2Include actual DNS record templates users can copy-paste
  • 3Add screenshots for each step (visual learners = 60% of users)
  • 4Provide 30-day warmup calendar they can print/follow
  • 5Link to testing tools (MXToolbox, Mail-Tester, Google Postmaster)

Example Use Cases

Scenario

A growing company implementing new software across 3 departments.

Result

Timeline: 30-day pilot, 60-day rollout, 90-day optimization.

Scenario

A team lead driving adoption with skeptical team members.

Result

Approach: quick wins first, then advanced features over 6 weeks.

Related Resources

Frequently Asked Questions

Click "Copy Template" to add it to your Optifai workspace. Then customize the trigger conditions, email content, and actions to match your specific use case and brand voice.
Yes, all templates are fully customizable. You can change triggers, conditions, email content, actions, and timing. Your modifications won't affect the original template.
This template works with major CRMs (Salesforce, HubSpot), email providers (Gmail, Outlook), and communication tools (Slack, Teams). Check the requirements section for specific integrations.
Optifai automatically tracks actions through to revenue outcomes. The ROI Ledger shows which automated actions led to meetings, opportunities, and closed deals, with holdout-measured attribution.

Have more questions? Feel free to contact us.

Automate Your Sales with Optifai

Use this template in Optifai for fully automated trigger detection → email sending → performance tracking.