Module 4 of 12
Do Not Skip: Complete Domain, Email Sending & A2P Setup
This is one of the most important setup videos in the entire training. Complete these steps before launching emails, text messages, registration campaigns or automated follow-up.
What to show on screen
- Confirm ownership or access to the client’s domain
- Locate and manage the domain’s DNS records
- Connect the domain to HighLevel
- Configure the dedicated email sending domain
- Add and verify the required DNS records
- Purchase the client’s dedicated phone number
- Submit the client’s A2P business verification
- Document pending approvals or missing information
This is a required setup module. Complete it early. Domain verification, DNS changes and A2P approval may take longer than the rest of the client setup and can delay the entire launch if they are left until the end.
What you'll complete
Domain Connection
Connect the client’s approved domain and confirm that the required DNS records can be added and managed.
Dedicated Sending Domain
Configure a branded sending domain to support reliable email delivery and protect the client’s main domain reputation.
Dedicated Phone Number
Purchase and assign the phone number that will be used for seminar confirmations, reminders and lead communication.
A2P Registration
Submit the client’s business and messaging information for approval so the phone number can send compliant application-to-person text messages.
Complete This Before Launch
The client account should not be considered ready until the domain is connected, DNS access is confirmed, the dedicated sending domain is configured, the phone number has been purchased, A2P registration has been submitted, and any pending verification items are documented. Because domain verification and A2P approval may take time, complete this setup as early in the onboarding process as possible.