Business unit setup

A business unit is a company account assigned to a single sending domain, from which you can manage multiple websites. You can use the business unit alone or along with your co-workers. Each of you will operate then with their individual user account.

This guide will help you to set your account within your company’s your business unit in ExpertSender CDP, which is an essential step to unlock the full potential of the platform’s functionalities for effective communication with your customers.

Let’s get started

The account setup is simple, and consists of two steps:

1. Business unit registration and basic configuration – after registering the business unit, we’ll provide basic configuration and set up your account.
2. Channels configuration – next, we send you an activation email. Log in to your account to complete the setup process for:
   • the email channel
   • the web tracking channel.

Once you’ve completed the configuration, we’ll confirm that your user account is ready to use.

Email channel configuration

You can configure the email channel yourself, or ask the IT department at your company for help. Here’s how to do it:

1. Open the email you have received after account setup. It contains the activation link to your account within your company’s business unit.
2. Click the link to enter ExpertSender platform.
3. Open the main menu and go to Settings > Email.
4. Open the Domain authentication tab. There you will find a notification regarding DNS settings for your domain. Set up the DNS records directly in your hosting service. Follow these instructions: How to set up the DNS records?
5. After the DNS setup, go back to Settings > Email > Domain authentication.
6. Click Verify now to check the DNS status. The verification may take up to 48 hours.
7. If the verification was successful, the DNS status will change to Verified and your account will be ready to use.

If the verification failed, the status will inform of the cause:

• Wrong value
• Domain does not exist
• Record not found
• Error

What to do if the DNS records verification failed? 

1. Check if the domain name is entered correctly and if there are any spelling mistakes. Double-check the settings in your hosting service for any errors.
2. If all data are correct, report the error directly to your hosting service provider.

How to set up the DNS records?

1. Login to your hosting service.
2. In the domain settings enter the DNS records, e.g., a, txt, mx. You will find them in Settings > Email > Domain authentication.
3. Repeat the steps for each domain you are using within your ExpertSender CDP business unit.
4. Save changes.

DMARC policy in sender’s DNS – enhanced protection against cyberattacks

Starting from February 2024, Gmail and Yahoo will require senders to publish a DMARC policy in the DMARC record within the DNS zone of your domain.

The DMARC policy serves to authenticate email messages and provides additional support to other fundamental authentication protocols. Implementing DMARC offers stronger protection against domain abuse, spoofing, or phishing attacks.

As the domain owner, you need to set the DMARC policy, which is a way of dealing with forged emails. This policy is available as a TXT instruction and informs the receiving server how to handle a message that fails the DMARC test.

The absence of a DMARC policy not only increases vulnerability to cyberattacks but can also lead to delivery issues. Therefore, we recommend configuring the basic parameters of the DMARC policy that must be included in the DNS record:

1. Parameter v=DMARC1: This identifier enables the receiving server to run the DMARC test on the email message.
2. Parameter p (policy): The policy can have one of three values:
   • p=none – does not instruct the receiving server on what to do with a message that fails the DMARC check.
   • p=quarantine – suggests placing such a message in the spam folder.
   • p=reject – recommends outright rejection of a message not accepted by DMARC.

An example DMARC record may look like this: v=DMARC1; p=reject

Web Tracking channel configuration

To use the Web Tracking, you need to place a piece of tracking code on your website. You can ask your website admin for help, or do it yourself:

• using the CMS plugin,
• placing it directly in your website’s code,
• with Google Tag Manger.

Where do I find the tracking code in ExpertSender platform?

1. Log in to ExpertSender CDP.
2. Open the main menu and go to Settings > Web tracking > Websites.
3. Find the website you want to add the tracking code to and click the Tracking code icon.
4. Copy the code to clipboard or download as TXT file.

The tracking code is ready to be added to your website with one of the following methods.

How to add tracking code with the CMS plugin?

1. Login to your CMS account.
2. Install the code management plugin.
3. Run the plugin.
4. Paste the tracking code in a respective place in the plugin – it is usually labeled as Footer or Header & Footer.
5. Save changes.

How to add tracking code directly in the page code?

1. Login to your CMS account.
2. From the side menu o to the Appearance > Theme Editor section.
3. Find the functions.php file in the Theme files list.
4. Open it and paste the tracking code at the end of the file.
5. Save changes.

How to add tracking code with Google Tag Manager?

For this method, you need an active Google Tag Manager account linked to your website.

1. Log in to your Google Tag Manager account.
2. From the Google Tag Manager Workspace, click Add a new tag.
3. Name the tag, then click inside the Tag Configuration area.
4. Select Custom HTML from the list.
5. Paste the tracking code into the field.
6. Click the Triggering area.
7. Choose All Pages as the trigger to determine when the tag is recorded.
8. Click Save button.
9. Go back to the Workspace and click Preview button to test if the tag works properly.
10. In the next screen, enter your website’s URL and click Connect to open your site in a new window for tests.
11. Your site should open a pop-up window with Tag Assistant. Keep this window open.
12. Return to previous page – it should inform you, that your website is connected.
13. Click Continue to see in the Preview window if the tag is working.
14. In the Preview window, you should see the tag firing as you browse your website. That means the tag implementation was successful.
15. Go back to the workspace window and click Submit.
16. Describe the changes in “Version Name” and “Version Description” fields.
17. Click Publish.
18. After a few minutes, the tracking code will start collecting user data from your website.