Send Forms Using Your Email Address

You can send forms to clients using your own email address instead of using our default IntakeQ email!

This is what your clients see when they receive your intake form email:

1. Your clients will be more likely to open the email if it comes from your address.
2. It now makes more sense to customize your email template and use a more personal welcome message, since it will be coming directly from you.
3. Your client does not need to know about IntakeQ. If they have a question, they can just hit reply and the email will go directly to you.

IMPORTANT: This feature does not work with public email providers like Gmail, Hotmail, Yahoo, etc. You will only be able to use it if you are using a "private" domain (e.g. contact@drsmith.com).

Set Up Your Email Sender

1. Click More → Settings → Email Sender.
2. Enter the Sender Display Name and Sender Email Address you wish to use.
3. Check Use this sender for all practitioners if applicable. This option will only appear in the admin account. Read more about how this setting works in Email Sender in the Admin Account below.
4. Click Save.
5. Go to your email inbox and look for an email from app@intakeq.com. Click the link provided to confirm your email.
6. Return to PracticeQ and click the Refresh button to make sure the email sender reflects as confirmed.

Steps 5 and 6 serve to authorize PracticeQ to send your intake forms using your email address without being flagged as spam.

Additional Authentication

• There are additional authentication methods you can setup to prevent your emails from hitting client spam filters. 
• These additional authentication methods (DKIM, Return-Path, and SPF) are a bit more technical and may require the assistance of someone who is comfortable editing DNS settings on a domain name. 
• You will find the DNS information to provide to your domain tech under More → Settings → Email Sender, at the bottom of the page. 
• You will first have to set the records on your domain's DNS, then click the Verify buttons to activate each. 
• If you are not familiar with DNS records, this website does a great job of finding specific instructions for your DNS provider: https://dnshelp.stunning.co

Email Sender in the Admin Account

By default, the email sender in the Admin account is applied to all practitioners in the account. This setting does the following:

• If checked, the admin email sender is always used.  Even if a non-admin practitioner sets up the email sender, the admin's email sender will be used instead.
• If unchecked, non-admin practitioners can set up their own email sender, and the system will use it for all emails sent from that practitioner's account.