Email Marketing
Sender Identities

Sender Identities

Every marketing email in Gordon CRM must be sent from a verified sender identity. This is an email address on a domain you control, verified via DNS records.

How Sender Identities Work

A sender identity consists of:

FieldDescription
Sender NameThe human-readable "From" name (e.g., "Acme Marketing").
Email AddressThe full email address (e.g., hello@acme.com).
DomainThe domain portion of the email address.
DNS VerifiedWhether the domain has been verified via DNS records (DKIM, SPF).

Workspace vs. Platform Identities

Gordon CRM supports two tiers of sender identities:

Workspace Sender Identities

  • Created and managed by workspace owners/admins under Settings → Sender Identities
  • Scoped to a single workspace
  • Must be DNS-verified before they can be used to send emails

Platform Sender Identities

  • Managed by super admins at the platform level
  • Used for transactional emails only (verification emails, password resets, workspace invitations)
  • Not used as a fallback for marketing emails — this protects the platform domain's sender reputation

Sender Resolution Order

When the campaign or broadcast sweeper needs to send a marketing email, it resolves the sender in this order:

  1. Step/Broadcast-specific sender — If the campaign step or broadcast has a sender_identity_id set, use that verified identity.
  2. Workspace default — Query the workspace's verified sender identities and use the first one found (ordered by creation date).
  3. Fallback sender — If no workspace sender identity exists, the system generates a virtual sender address using the workspace name and a dedicated fallback domain.
  4. Fail — If no fallback domain is configured in the environment, the enrollment is marked as failed (campaigns) or the broadcast is marked as failed.

How the Fallback Sender Works

When a workspace doesn't have its own verified sender identity, Gordon CRM constructs a virtual email address:

{slugified-workspace-name}-{short-id}@{FALLBACK_SENDER_DOMAIN}

Example: A workspace named "John's Team" with ID a1b2c3d4-... would generate:

johnsteam-a1b2c3d4@mail.gordoncrm.com

The fallback sender also:

  • Sets the From Name to the workspace's display name (e.g., "John's Team")
  • Sets the Reply-To header to the workspace owner's email address, so replies go to a real inbox

Why not the platform sender? Marketing emails are intentionally isolated from the platform's transactional domain. This ensures that a workspace's bulk email activity never harms the deliverability of system-critical emails like password resets and verification links.

DNS Verification

To verify a domain, you need to add DNS records (typically DKIM and SPF) to your domain's DNS settings. The exact records are provided by Gordon CRM when you add a new sender identity.

Once the records propagate and are confirmed, the dns_verified flag is set to true and the identity becomes available for sending.

⚠️ Important: Only DNS-verified sender identities can be used to send emails. Unverified identities are stored but cannot be selected for campaigns or broadcasts.