Technical information and links to corresponding to assist your IT teams with implementing integrations.
Not sure who on your IT team to reach out to? The information below provides some guidance to get users in touch with the right people at their organization, as well as provides some top-level guidance to the technical team that will be looped in.
Add your IT contacts as users to the platform. We recommend bringing them in as Admins, so that they have the correct privileges to test and confirm your integrations. You can always readjust and/or downgrade these permissions later as you see fit.
Allowlisting
Spam filters are sensitive and particular, but there are a few basic steps that we recommend you and your IT team take before your first send from Axios HQ to help ensure your edition land in your audience’s inboxes!
💻 Tech connect: the person who configures allowlisting should be whomever handles:
- Email setup
- Spam / Firewall filters and quarantine
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CRM Sync
Setting up a CRM sync allows you to bring in your current contact lists and sync them to Axios HQ. As your email lists change, you won’t have to worry about updating your audience to match in Axios HQ, because everything will be automatic!
💻 Tech connect: the person who configures CRM sync should be whomever handles:
- Configuring your Hubspot or Salesforce instance
- Manages your contact lists
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Custom Domain
By default, all series sent through Axios HQ come from our email address, noreply@axioshq.com. Setting up a custom domain allows you to decide what email address your series will send from. This makes your messaging friendlier, lets you stay on-brand, and gives your audience confidence that your communications are coming from you!
💻 Tech connect: in order to set up a custom domain you should reach out to the folks in charge of:
- Your domain (DNS) configuration: we’ll be adding two TXT, two MX, and a CNAME record under a subdomain. Read more about that via the link below!
- Email setup
- Spam / Firewall filters and quarantine
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Directory Sync
Our directory sync integration will enable you to sync your internal distribution lists with Axios HQ. This will allow you to send your recipient lists editions that are engaging, succinct, and intentional in their design. As your internal distribution lists change, the updates will automatically be reflected on Axios HQ. No need to worry about manual updates!
💻 Tech connect: connecting your directory may require:
- Whomever owns setting up your distribution lists
- A specialist: some organizations use multiple directory systems, and once you know which directory provider has the most accurate and relevant list, you may need to contact someone specialized on your team
- An account with specific privileges; for example, Google requires the Super Admin to authenticate any connections
Related articles:
- Setting up directory sync
- SFTP
- Comparing Azure AD (Entra ID) directory sync configurations
- Connecting an Azure AD (Entra ID) Application Registration
SSO
Single sign-on (SSO) is an authentication that allows a user — someone who will write, edit, or send your series — to log in with just their email address and the click of a button. No password necessary! Implementing this method allows for an easy sign on for employees with particular credentials, and provides security when off-boarding those you no longer wish to have access.
💻 Tech connect: setting up an SSO connection will require whomever is in charge of your organizations IdP, or Identity Provider.
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Questions? Email us!