Customize Survey Email Sender | PledgeBox Help

Customize the sender for survey emails

The sender’s display name and the sending email address are separate settings. Changing a name does not authenticate an email domain.

Change the display name

  1. Open your project.
  2. Go to Review & Send → Preview as Backer.
  3. Find Preview Email: Survey invitation.
  4. Update Display Name to a name backers will recognize.
  5. Review the Subject and custom message.
  6. Save using the controls shown and click Email Preview.

Full invitation-email customization guide

Survey invitation Display Name field outlined in red
Display Name changes the name shown in the invitation. It does not change or verify the sending email address.

Use a custom sending address

For a custom sending address, complete the custom-domain and sender-verification setup offered for your project. Use a domain and mailbox you control.

  1. Review the project’s Connect Domain setup and any stated plan or payment requirements.
  2. Complete the domain connection requested for the custom-sender feature.
  3. Configure the sender address when its controls are available.
  4. Complete address verification and publish the exact email-authentication records supplied for that sending configuration.
  5. Check the sender and domain status before using the address.

If the project does not show a custom-sender address control, contact support@pledgebox.com to confirm availability and setup for that project. A Display Name field alone does not mean that a custom sending address is configured.

Keep the domain tasks separate

A survey URL CNAME routes the backer page. SPF, DKIM and DMARC concern email authentication. Use the exact DNS type and values requested for each task; a verified survey URL does not by itself prove that the sending address is authenticated.

LaunchPad and Email Marketing have their own sender/domain workflows. Use those guides for messages sent from those products.

Custom survey URL · DNS record types · LaunchPad sender verification · Email Marketing sending domain