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Treez Loyalty | Email & SMS Setup Guide

Deliverability, Domain Setup, and Warmup Best Practices

Written by Treez Support
Updated today

Overview

Treez Loyalty provides built-in tools to communicate with your customers across multiple channels:

  • Email campaigns and automations

  • SMS and MMS messaging

  • Push notifications (if enabled)

To ensure your messages reach customers' inboxes successfully, proper domain setup and a structured sending warmup are required.


How Email Sending Works

Emails sent through Treez Loyalty are delivered using Amazon Simple Email Service (SES).

This means:

  • Your domain must authorize Treez to send emails on your behalf

  • Inbox providers (Gmail, Outlook, Yahoo) evaluate your domain reputation

  • Proper setup directly impacts inbox placement vs spam


Required Domain Setup

To ensure successful delivery, the following DNS records must be configured.


SPF (Sender Policy Framework)

SPF defines which services are allowed to send emails from your domain.

Example:

v=spf1 include:spf.protection.outlook.com include:amazonses.com ~all

Important:

  • Only one SPF record is allowed per domain

  • All sending services must be included (Google, Outlook, Treez, etc.)

  • Missing amazonses.com can cause delivery failures


DKIM (DomainKeys Identified Mail)

DKIM adds a secure signature to your emails.

  • Confirms the message has not been altered

  • Builds trust with inbox providers

  • Improves deliverability

Treez will provide DKIM records during setup if needed.


DMARC (Domain-based Message Authentication)

DMARC tells receiving servers how to handle failed authentication.

Common policies:

  • p=none → monitor only

  • p=quarantine → may route to spam

  • p=reject → may block emails entirely

Recommended approach:

Start with p=none during setup and warmup, then move to stricter policies once performance is stable.


Email Sending Warmup Process

If you are using a new domain or have not sent emails recently, you must gradually increase sending volume.

This helps build domain reputation and prevents emails from being flagged as spam.


Why Warmup Matters

Sending too many emails too quickly can:

  • Trigger spam filters

  • Damage your domain reputation

  • Impact future campaign performance


Recommended Warmup Schedule

  • Week 1: Send to 5–10% of your audience (Focus on highly engaged users)

  • Week 2: Increase to 15–25%

  • Week 3: Increase to 30–50%

  • Week 4+: Gradually move to full audience sends


Audience Selection (Critical)

Start with:

  • Recent purchasers

  • Customers who recently opened or clicked emails

  • Active loyalty members

Avoid:

  • Old or inactive contacts

  • Large unengaged lists


Best Practices During Warmup

  • Send consistently (avoid large gaps between campaigns)

  • Use a consistent “From” email address

  • Gradually increase volume

  • Monitor engagement metrics


Common Deliverability Issues

If emails are going to spam, review the following:

  • Multiple SPF records exist (only one allowed)

  • amazonses.com is missing from SPF

  • DMARC policy is too strict too early

  • Sending volume increased too quickly

  • Audience is unengaged


SMS & MMS Overview

SMS is available as an add-on within Treez Loyalty.

  • 1 SMS = 1 credit

  • MMS may use additional credits

  • Requires customer opt-in

Common use cases:

  • Promotions and flash sales

  • Loyalty reward alerts

  • Order updates


Testing Your Setup

Before launching campaigns:

  • Send test emails to internal accounts

  • Use tools like Mail Tester

  • Confirm SPF, DKIM, and DMARC are passing

  • Check inbox placement (not just delivery)


Best Practices for Long-Term Success

  • Maintain consistent sending patterns

  • Segment your audience

  • Avoid sending to unengaged users

  • Keep domain authentication updated


Need Help?

If you need support, the Treez team can assist with:

  • DNS configuration (SPF, DKIM, DMARC)

  • Email deliverability review

  • Campaign setup guidance


Next Steps

Once setup and warmup are complete, you can begin:

  • Launching campaigns

  • Creating automated flows

  • Engaging customers through loyalty messaging

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