Cold Email Setup: How to Get the Technical Side Right

Prince Kapoor
5 September, 2024
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Cold Email Setup: How to Get the Technical Side Right
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Cold emailing is an amazing way to reach new clients and unlock precious opportunities. It’s like casting a huge net in an ocean full of leads. While most imagine crafting impactful cold emails is the key to cold emailing success, that’s only the latter half of the battle. The real task lies in the technical setup of your cold emails!

Without a strong technical foundation, even your most captivating emails won’t find their way to your audience’s inbox. Instead, they’ll be lost in spam folders and will never get opened or replied to, making your efforts in vain.

On the other hand, a solid technical setup sets the stage for success. It ensures that your emails reach recipients’ inboxes, protects the domain’s reputation, and boosts engagement and conversion chances!

In this guide, we’ll walk you through all the essential steps and strategies to take care of the technical side! 

1. Purchase Additional Domains and Emails

Technical setup for cold email

Your primary business domain is used to authenticate your emails. Never use your primary business email or domain for cold email setup.

Most people mark cold emails as spam. If they do so for the primary domain, it can destroy its reputation. As a result, your emails, even to coworkers and existing customers, may not get delivered.

So, it’s important to buy additional domains and new email addresses to send cold emails without disrupting significant business communications.

Choose the right domain.

While buying domains for your cold email technical setup, consider creating variations of the primary domain.

For instance, if your primary domain is in xyzbusiness.com, consider buying a xyzbusiness.co or xyzbusiness.net domain. This helps the receiver recognize your brand while protecting your primary domain!

Verify domain name reputation.

Before investing in any domain for technical setup for cold email, always check its reputation using tools such as Google Postmaster Tools. Further, check whether the domain is on blacklists, like Spamhaus.

Be aware of spammy top-level domains (TLD)

TLDs are the last section of your domain name (eg. .com, .co, or .edu). There are several TLDs(Top Level Domains) with bad reputation. These can completely wreck your cold email technical setup efforts for good!

Email spam filters automatically put them in spam folders. Some servers even reject them. Here’s the list of the most abused TLDs you must avoid:

  • .live
  • .download
  • .xyz
  • .click
  • .monster
  • .fyi
  • .market
  • .beauty
  • .degree
  • .top
  • .cf
  • .tk
  • .voto
  • .wtf

During your cold email technical setup, you must also consider TLDs that you and your team have a bad impression of.

Get multiple email addresses.

Build multiple email addresses with your chosen domain name for the cold email technical setup.

If you send emails using all of them, there is a lower chance of having your emails being marked as spam. You can also use each of the emails for different campaigns or goals.

Further, you can only send up to 500 emails daily using Gmail. So, you need more emails to send any more than that.

Don’t forget to diversify.

One important part of the technical setup for cold email is diversification. This will prevent any work disruption if there are any technical or network issues. Here are the basic tips for diversification:

  • Never buy all domains from a single provider.
  • Create only 3 email IDs at most under a single domain. This will prevent your domain from getting blacklisted or being flagged as spam.
  • Never invest in all email inboxes from a single email hosting provider. Spread it across different providers such as Google Workspace and Outlook.
  • Don’t build all email inboxes under a single Google Workspace Admin. Under one Google Workspace Admin, deploy one domain and three emails.

Choose an email service provider (ESP)

ESPs control the infrastructure used for sending cold emails. Look for these factors in an ESP.

  • It must let you send huge volumes of cold emails.
  • Its deliverability rates must be high.
  • Configure email authentication protocols.
  • It must integrate with any cold email tools of your choice.
  • User experience must be the ESP’s top priority.
  • It has strong data security measures.

The best ESPs for your cold email campaigns are Google Workspace (Gmail) and Microsoft 365 (Outlook).

2. How to Add and Set Up a Domain

Process for Microsoft 365

  1. Go to the Admin Center: Open your browser and go to https://portal.partner.microsoftonline.cn.
  2. Click on Settings > Domains.
  3. Click on Add domain. > Enter your domain name and click Next.
  4. Verify Domain Ownership:
    • Domain Connect: If your domain registrar supports Domain Connect, Microsoft will automatically verify your domain. Sign in to your registrar to confirm the connection.
    • TXT Record: Select this option to verify ownership using a TXT record. Verification can take up to 10 minutes, but some providers may take up to 48 hours.
    • Text File: Download the .txt file from the setup wizard. Upload this file to the top-level folder of your domain's website (e.g., http://mydomain.com/ms39978200.txt). Microsoft will verify your domain by finding this file on your website.
  5. Set Up DNS Records:
    • Automatic Setup: Choose Add the DNS records for me if your registrar supports Domain Connect. Microsoft will handle the setup.
    • Manual Setup: Choose I'll add the DNS records myself if you want to add specific Microsoft 365 services or prefer to do it later. You’ll see instructions for the DNS records you need to add.
  6. If the Portal Doesn’t Recognize Your Registrar: Follow the general instructions provided, or find your domain registrar or DNS hosting provider if you’re unsure.
  7. Skip DNS Records (Optional): If you prefer to set this up later, either unselect all services and click Continue or choose More Options and Skip this for now.
  8. Finish: Click Finish to complete the setup.

Process for Google Workspace

Technical setup for cold email
  1. Go to the Admin Console >Click on Menu > Account > Select Domains.> Click on Manage domains.
  2. In the Manage Domains section, click on Add a Domain.
  3. Type in the name of the domain you want to add.
    Note: If you recently removed this domain, you may need to wait up to 24 hours before adding it again. Check troubleshooting tips if needed.
  4. Select Domain Type:
    • Secondary Domain: Choose this if you want to replace your primary domain with this new one or add a new domain for a different team or business unit.
    • User Alias Domain: Choose this if you want to create email aliases (alternate email addresses) for your existing users. Google Workspace will automatically set up these aliases.
  5. Click Add and then follow the instructions to verify that you own the domain.
  6. Activate Gmail (Optional) - If you want to use Gmail with the new domain, return to Manage Domains after verification.
  7. Find the new domain and click Activate Gmail.

3. Configure MX, SPF, MX, DKIM, and DMARC Records

The next step in your technical setup for cold email is to properly configure all email authentication protocols. This ensures that all emails are delivered to the receiver’s inbox and not their spam folders by guaranteeing credibility or authenticity.

Set up MX (Mail Exchange)

MX redirects all emails to your mail servers and ensures all emails received on your domain are properly routed. You must set it up when using new domains in the following steps.

Process for Google Workspace

  1. Go to admin console > Apps> Google Workspace > Gmail > Setup
  2. Go to your Domain registrar, for example, if your domain registrar is Godaddy.
  3. Open DNS Editor/ Management
  4. Create new MX records: leave the host/name blank or type “@.”
  5. Enter the lowest number against the Priority number for higher Priority.
  6. Set the TTL.
  7. Enter these values against respective Priority.

Source: Google Workspace 

Process for  Microsoft 365

  1. Go to Microsoft Admin Account > Settings > Domains
  2. Click on the required Domain
  3. Click on Manage DNS>MX record
  4. Copy the Point to address or value

Set up SPF (Sender Policy Framework)

SPF is important for setting up email authentication and email deliverability. You can set it up for your Google Workspace following these.

Process for Google Workspace

  1. Go to the domain registrar.
  2. Add a TXT record and TTL and use the format: v=spf1 include:_spf.google.com~all
  3. If you have more domains, repeat them accordingly.

Process for Microsoft 365

  1. Go to the domain registrar.
  2. Add a TXT record and TTL and use the format: v=spf1 include:spf.protection.outlook.com-all
  3. If you have more domains, repeat them accordingly.
cold email setup

Set up DKIM (DomainKeys Identified Mail)

DKIM is crucial for the technical setup for cold email. It adds your digital signature to every email to prevent email spoofing and enhance email deliverability and security.

Process for Google Workspace

  1. Go to Admin Console.
  1. Click on Accessing Apps, then Google Workspace, Settings for Gmail, and Authenticate Email. This generates a new record.
  1. Use the key and open the DNS Records editor of your domain.
  2. Select TXT for the record time and choose (TTL) 3600.
  1. Use the key and open the DNS Records editor of your domain.
  2. Select TXT for the record time and choose (TTL) 3600.

Process for Microsoft 365

  1. Go to Microsoft 365 Admin Center
  2. Click on Domains > Manage DNS
  3. At the bottom end of the page, you will see Additional settings
  4. Go to Advance options > DKIM

Set up DMARC (Domain-based Message Authentication, Reporting & Conformation) 

DMARC protects the domain and emails from being used in malicious activities, such as spoofing and phishing attacks, and improves email security.

To add a DMARC record in your domain settings:

  1. Log in to your domain name provider account.
  2. Open the DNS manager.
  3. Create a new TXT record.
  4. In the Name or Host field, enter _dmarc followed by your domain name (e.g., _dmarc.example.org).

Note: Your domain provider might automatically append your domain name.

  1. In the Value field, enter v=DMARC1; p=none;.
  2. Save the record.

3. Warm Up New Email Addresses

Follow a gradual email and domain warmup process for your cold email setup before sending the actual cold emails. This creates a positive reputation and prevents your email from being flagged by spam filters, promising successful campaigns. Here’s how to do it:

Start slow

The first significant part of the technical setup for cold email is to send a handful of emails every day only to select responsive contacts and even coworkers.

Continue this for at least three months, and slowly increase the volume. This will prevent triggering spam filters.

Engage with every response.

This is another effective strategy during the technical setup for cold email. Every time you receive replies to the emails, respond swiftly. Steady engagement with recipients enhances the email address’ reputation. Email providers perceive your email as legitimate.

Subscribe to newsletters

An interesting cold email technical setup move is to subscribe to 15 newsletters at least. After receiving their confirmation email, confirm all of them.

This can validate your email and domain even further. As you receive emails regularly, your email addresses warm up faster.

4. Monitor Email Reputation

The next significant step of your technical setup for cold email is to consistently check the email and domain reputation. This helps identify whether your cold email will reach the receivers’ inbox. This can be done in different ways:

Implement monitoring tools

You can use any of the popular email domain reputation tracking tools, such as Google Postmaster, MXToolbox, Sender Score, and Microsoft SNDS.

They offer detailed insights about email providers’ perceptions of your domain. This lets you identify and address issues early on.

Try blacklists

Your domain for cold email setup can end in the blacklist even after following best practices. So, regularly check email blacklists. Make sure your domains and IP addresses aren’t listed there.

If any of them is listed, know the cited reason on their website. Ensure there are no security or other issues, and then request them to remove it from the blacklist.

Follow good email hygiene.

The best way to speed up the cold email technical setup is to remove email addresses that don’t get enough engagement. Poor engagement often impacts the email's reputation. 

5. Set Up a Custom Tracking Domain

In your cold email technical setup, you need to learn the efficiency of your email campaigns by monitoring email opens and link clicks. However, if you use a generic/default tracking domain from email service providers, email providers perceive that as a red flag. 

A custom tracking domain (CTD) ensures your emails look natural and protects email deliverability. Choose any CTD of your choice and set it up following these steps:

  • Select a subdomain for tracking.
  • Visit the domain DNS manager and create a CNAME. The steps to do this vary based on hosting providers.
  • Visit the tool's email marketing or tracking service page, go to settings, and enter the subdomain.
  • Set up an SSL certificate of the CTD to boost email credibility and protect data.
  • Verify that it tracks relevant metrics.

6. Adjust Sending Delays

An essential part of cold email setup is the timing of sending emails and delays. This enhances engagement and helps avoid spam filters.

You can manually mimic the natural way of sending emails at varying intervals. Send some of your emails now and some later on.

However, you can also automate this activity. Some cold email technical setup tools automatically let you randomize email sending times.

For instance, you can pick a bunch of emails to be sent now, another bunch after 3 minutes, the next set after 7 minutes, and so on.

7. Limit the Number of Emails Sent Per Day

If you send too many emails daily, it can raise red flags, leading to deliverability problems. So, follow these strategies to maintain a good email reputation:

  • Don’t send more than 20-30 emails a day from each email address throughout the warm-up phase.
  • Track the number of emails sent and deliverability. If there’s a deliverability issue, reduce the number of emails sent a day.
  • Always switch among email addresses with different domains if you need to send a greater number of emails. This reduces the risk of any emails getting flagged for spamming.

8. Implement a Gradual Ramp-Up Schedule

After the warm-up phase, you can now slowly yet steadily pick the pace in technical setup for cold email. Here are some strategies to do this effectively:

  • Monitor the open, click, and reply rates of your emails.
  • When the engagement increases and creates a positive reputation, slowly increase the volume of emails sent every day by 5-10. For instance, if it was initially 20, send 25 the next day and 30 the day after.
  • If you notice any negative pattern, like emails reaching spam folders, scale down the volume. Reassess the strategy and be cautious to prevent any reputation damage.

Another email-sending strategy in your cold email setup is to scale the effort on the content, following these ways.

  • Keep the warmup emails as simple texts. With time, add images and other attractive features.
  • Boost the content quality with time. Personalize the content based on the target audience’s interests. Especially personalize subject lines with the recipient’s name as it offers an open rate of 43.41%! Source

9. Schedule Emails Appropriately

The last thing to ensure your cold email setup works the best is to be mindful of hours and time zones from day 1!

Make sure you don’t manually or automatically send emails on the weekends or at night. Consider the recipient’s time zone and ensure your email reaches them during their business hours.

This boosts the chances of them opening your email. Higher open rates are the secret behind making your cold email setup successful!

Conclusion

The world of cold email outreach is growing more competitive with time. Amidst such competition, you must pay special attention to the technical details of cold email campaigns.

Remember, only when the technical side is set up and optimized correctly does your campaign become effective!

With seemingly small aspects, such as domain setup, authentication, and timing, you can make a huge difference!

So, navigate all the technical nitty-gritty with these detailed steps and make your outreach campaigns successful. 

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