Published at: 2026-04-22

Administrator Guide: Email Relay


Feature Overview

The email sending and receiving function expands the email channel, supporting both enterprise-owned email relays and Fanxiaoke email relays, enabling enterprises to send and receive emails compliantly and stably in CRM with their own domain names.

Usage Scenarios


When enterprises conduct overseas business or use internal email systems, they often require all external emails to be forwarded through the enterprise-specified email relay server to ensure security and compliance.
You can choose to forward emails through the enterprise-owned email relay or the Fanxiaoke email relay.
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Enterprise-Owned Email Relay

CRM Administrator Configuration

1. The CRM administrator enters Admin Console > Email Management > Email Channel.
2. Under the Domain Authentication tab, click Add Domain and enter the enterprise-owned domain name. DKIM authentication information can be optionally configured; the system will generate configuration guidelines, which need to be completed at the enterprise DNS service provider.

> Note: Domain DKIM authentication is required for the system to forward emails through the enterprise relay service or CRM. After authentication, the system will regularly update the authentication status displayed here.

3. Under the Enterprise-Owned Email Relay tab, click Configure Email Relay and fill in the relay server host, port and other information.

- After enabling, the CRM system is allowed to send emails through the enterprise’s own relay service, which requires the enterprise to complete domain authentication.
- Only emails within the Set Forwarding Email Range will be sent through this relay service.
- Emails not matching the range will be sent via the CRM email service.
- Contact customer service to obtain the Fanxiaoke IP list and add it to the enterprise’s IP whitelist.

4. System Email Account Binding
After completing the above configuration, you can bind the email account of this channel.

5. To allow ordinary employees to use this email channel, configure Employee Available Email Channels under Employee Email.
“Third-party Email Service” is checked by default; you can additionally check Enterprise-Owned Email Relay.

Employee Email Account Binding

After the CRM administrator completes Step 5 above, employees can use this email channel to bind their email accounts.
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ShareCRM Email Relay

CRM Administrator Configuration

1. The CRM administrator enters Admin Console > Email Management > Email Channel.
2. Under the Domain Authentication tab, click Add Domain and enter the enterprise-owned domain name.
DKIM authentication information must be configured; the system will generate configuration guidelines, which need to be completed at the enterprise DNS service provider.

3. Under the ShareCRM Email Relay tab, turn on the service switch. After enabling:
1.
Agent Receipt of Emails Configuration:
The system will generate a dedicated virtual inbound address for the enterprise. For emails that need to be received by the Fanxiaoke email relay, users must set forwarding rules in their own email to forward emails to this address.
2. The enterprise DNS administrator needs to add an SPF record for the corresponding domain. If an SPF record already exists, append it directly without creating duplicates.
3. In Domain Scope Settings, select domains that have completed DKIM authentication and SPF configuration.

For outgoing emails: All emails sent from the CRM system using the configured domains will be sent via the Fanxiaoke email relay.

4. System Email Account Binding
After completing the above configuration, you can bind the email account of this channel.

5. To allow ordinary employees to use this email channel, configure Employee Available Email Channels under Employee Email.
“Third-party Email Service” is checked by default; you can additionally check ShareCRM Email Relay.

Employee Email Account Binding

After the CRM administrator completes the configuration above, employees can use this email channel.

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Domain Authentication

DKIM authentication for the domain is mandatory for the system to forward emails through the enterprise relay service or CRM. The system will regularly update the authentication status after completion.

Special Notes

- When an enterprise uses its own email relay service:
If Fanxiaoke IPs are added to the enterprise IP whitelist, domain DKIM authentication is not mandatory (DKIM authentication is still recommended for enhanced security).
- When an enterprise uses the Fanxiaoke email relay service:
Domain DKIM authentication is mandatory.

DKIM Configuration Instructions

1. After clicking Generate Key with One Click, the system will generate corresponding DKIM configuration information for the domain:
- Record Type: TXT
- Record Name: e.g.,
test._domainkey.sharecrm.com.cn
- Record Value: e.g.,
v=DKIM1; k=rsa; p=...
2. The enterprise DNS administrator needs to create a TXT record with the displayed record name and paste the record value.
3. Add this record to the enterprise DNS settings and wait for DNS propagation (usually 3–5 minutes).
4. The system will automatically verify the DKIM authentication status and display it in the list after approval.

Selector Naming Rules

1. Only lowercase letters, numbers, and hyphens (-) are allowed.
2. Cannot start or end with a hyphen (-).
3. Cannot exceed 20 characters.
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