Setting up an Email link CNAME is not required in order to properly track and record link clicks. However, setting up the Email link CNAME is recommended because it presents more consistent corporate branding if the links use your own domain instead of ClickDimensions'.
Step 1 - What should your Email link CNAME point to?
In order for your links to work properly once a CNAME has been applied to them, the CNAME you set up in your DNS host will need to be configured to point to a specific value. To find out what your new CNAME should point to, lets have a look at the default value we use for email link tracking. This can vary depending on where your account is deployed (which data center was chosen during deploying the ClickDimensions solution), so you'll need to check to see what the default value is.
In CRM, go to Settings > ClickDimensions Settings and click on DNS Settings.
We will revisit this window in step 3 to add our CNAME into CRM, but for now we just need to see where we should point the CNAME in our DNS host. Below the Email CNAME field, there is a line of text that specifies where the CNAME should point in your DNS host.
Step 2 - Create your Subdomain
Go to your DNS hosting service and create a new CNAME entry to redirect the subdomain you would like in your email links (e.g. link.mycompany.com) to the appropriate address that you identified in step 1 above.
Here is an example of adding the CNAMEs for a domain whose DNS is hosted by GoDaddy:
TIP: If you have a corporate network with internal DNS, your network administrator will also need to add similar entries on your internal DNS server so the links work inside your network too!
Step 3 - Update your ClickDimensions Settings
Wait 60 minutes and then in CRM go to Settings > ClickDimensions Settings and click on DNS Settings and change the default Email CNAME to the subdomain you set in the CNAME entry in step 2.
What If My CNAME is Invalid?
If the CNAME typed into DNS Settings is misspelled, includes extra spaces, or has not been created already in your DNS host, the following error will be displayed and the CNAME will not be able to be saved.
Correcting the error in the CNAME or if applicable, creating it in your DNS Settings first, will resolve this issue.