How can I configure SPF and DKIM for ChargeBee?

Quick Takeaways

• ChargeBee uses SMTP for email, so you must manage SPF/DKIM on your own server.
• Align the DMARC Return‑Path with your From domain to pass DMARC checks.
• Using your own SMTP lets you control SPF, DKIM, and bounce handling.
• Zoho Mail SMTP settings: SSL (port 465) or TLS (port 587).
• Disable “Save copy of sent emails” in Zoho to avoid duplicate Sent items.
• For Google Workspace or Microsoft 365, follow their respective SMTP guides.

What is the basic SMTP configuration process in ChargeBee?

Start in ChargeBee Settings → Configure ChargeBee → Email Notifications. Choose “Change SMTP settings” and enter your provider’s hostname, username, password, encryption type, and port. If you keep the default, ChargeBee’s own SMTP server is used, which limits SPF/DKIM control.

Why should I use my own SMTP server?

Using your own SMTP gives you full control over SPF and DKIM records, lets you manage bounces, and prevents DMARC policies from blocking delivery. This is essential for maintaining brand reputation and inbox placement.

How do I set up Zoho Mail SMTP with SSL?

Enter the following details in ChargeBee’s SMTP form:
Outgoing Server Name: smtppro.zoho.com
Port: 465 (SSL) or 587 (TLS)
Require Authentication: Yes
Use the full email address and password (or app‑specific password if 2FA is enabled).

How do I set up Zoho Mail SMTP with TLS?

Use these settings instead:
Outgoing Server Name: smtp.zoho.com
Port: 587
Security Type: TLS
Require Authentication: Yes

What extra steps are needed in Zoho Mail?

Log in to Zoho → Settings → Mail Accounts → select your address → SMTP section. Uncheck “Save copy of sent emails” to keep Sent folder clean. Ensure the email address matches the authentication details.

How do I configure SMTP for Google Workspace or Microsoft 365?

Follow the official guides: Google Workspace SMTP and Microsoft 365 SMTP.

Need to verify your email authentication?

Check your DMARC health with Palisade’s Email Security Score. Validate DKIM records using Palisade DKIM Checker. Test SPF with Palisade SPF Tool. Learn about BIMI branding at Palisade BIMI Tool.

FAQs

1. Do I need to change my Return‑Path when using a custom SMTP? Yes, the Return‑Path must match the domain in your From address to keep DMARC alignment.
2. Can I keep ChargeBee’s default SMTP and still manage SPF/DKIM? No, the default server does not let you publish your own SPF/DKIM records.
3. What if my email provider uses a different port? Use the port and encryption type recommended by your provider; common ports are 465 (SSL) and 587 (TLS).
4. How do I handle email bounces? With your own SMTP you can configure bounce handling in your mail server or ESP.
5. Is two‑factor authentication a problem? Not if you generate an application‑specific password for SMTP authentication.