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Welcome to Whistic Support

Send From Domain

  • Updated

Table of Contents

Summary

Please note: Availability is based on your company's package with Whistic, please contact your Customer Success Manager for questions.

The option 'Send from Domain' improves email deliverability and response time for your assessment requests and security profile shares coming from Whistic, by having the Whistic emails sent to your customers and vendors from your own domain, rather than info@whistic.com.

When enabled, this also allows the recipient to reply to the emails to ask clarifying questions, which may also speed up the security assessment process. See the screenshot below.

📋 Steps

Enabling 'Send From Domain'

Enabling this feature will result in the following steps which will includes tasks for Whistic Support and our customers.

Whistic Support receives a request for enablement which includes:

  • Designated Domain - Please provide the domain you wish to use (e.g., whistic.com)
  • DNS Admin Email Address - Email address we should send the CNAME records to (generally one of your IT team members).

If you currently use SendGrid please also confirm what DKIM selectors are taken and/or are available (e.g., s1 & s2).

  • Designated Email - Please provide the email address you wish to use (e.g., security@companyabc.com)
Note: The domain of the email should match the Designated Domain above or else the feature will not work. (Example: If the designated domain is companyabc.com, then the email domain will need to be @companyabc.com).

If you have not shared the above details, we will request these items in order to proceed with the next steps. This is done to eliminate back and forth and ensure we have all items up front for seamless configuration.

Whistic Support:

  • Enables the feature.
  • Sets your sending email domain in the Whistic backend.
Note: the email domain you pick should be one that will not change regularly!
  • Provides CNAME values to your DNS administrator via SendGrid.

Your Organization's Email Administrator:

  • Create email addresses on your email server

Your Organization's DNS Administrator:

  • Adds the CNAME values to your DNS server

Whistic Support:

  • Verifies records and sends a test email to confirm functionality and information is correct

Your Whistic Administrator:

  • Enables the feature in Whistic Company Settings | Email and Notification Settings.
  • Sets the send/reply to email addresses in Whistic (these can change), and
  • Customizes outgoing notifications (optional - click HERE for additional instructions).

To schedule time to enable this feature, contact your Whistic Customer Success Manager.

⚙️ Updating 'Send from Domain' Settings

To update the 'Send from Domain' Settings:

  • Select Settings on the top right next to your name.
  • Then select Notification Settings from the drop-down

Screenshot 2025-12-19 at 00.06.06.png

The following settings can be adjusted:

  • Domain: the domain is set in backend Whistic and should be one that will not change. In most cases, this should be the domain that is most well-known for your organization (e.g. your customer-facing website domain).
  • Send From Email Address: The email address that appears on the email.
  • Send From Display Name: The name that appears next to the 'Send From' email address (if desired).
Note: While the 'Send From Email Address and Sender Name' can be adjusted as often as you like, it cannot currently be set or changed on a per-email basis. Choose one email address and one sender name for your organization. Also, keep in mind that although the display name may help feature the name more prominently, the way it displays will depend on the specific mail application the email recipient is using.
  • Reply To Email Address: If you want email replies go to a different email address, set this email address here. If you do not designate a different 'Reply To' email address, replies will go to the 'Send From' email address.
Note: If you prefer not to receive email replies, you can set an auto-response in your email system that will let users know that this is an unmonitored email address. However, in order to improve email deliverability, this practice is not recommended.
  • Enable / Disable 'Send From Domain': If this toggle is set to Disabled, all Whistic-related emails and reminder emails will be sent from info@whistic.com.

📧 Emails Sent From Your Domain

The following emails are being sent from your domain if 'Send From Domain' is enabled:

Assessment Requests / Reminders

  • New Assessment Request / Reminders (to vendor, questionnaire request)
  • New Assessment Request: Notice to Manager of Recipient
  • Assessment Request Canceled
  • Questionnaire Request Canceled
  • Reassessment Request / Reminders
  • Assessment Response Not Sent (to vendor, response is finished but has not been sent)

Assessment Send Notices

  • Assessment Send (to requester, notification that completed assessment has been sent)
  • Assessment Send: Notice to Manager of Requester

Needs Clarification / Reminders

  • Needs Clarification (to vendor, clarification is needed on one or more questions)
  • Needs Clarification: Notice to Manager of Recipient, if known
  • Needs Clarification Canceled

Issue Management

  • Issue Management: Issue Assigned
  • Issue Management: Comment to Assignee

Profile Share / Reminders

  • Profile Share (to prospect or customer, profile has been shared)
  • Profile Share: Notice to Manager
  • Profile Access Denied
Note: Emails sent from Whistic to you or other users in your organization (e.g. to notify you of actions your customers have taken or upcoming scheduled assessments) will still be sent from info@whistic.com.

Additionally, emails for resetting a password or other similar requests will also come from info@whistic.com.

🎨 Additional Options to Customize Emails

  • Emails and Reminders sent from Whistic to your vendors or customers automatically include your company name in the subject line, to help call attention to the request.
  • You can choose to include your logo to the email header and your company name in the email signature. Please contact Whistic Support to enable this feature for your account.
  • Adjust the customizable text block in the following outgoing email types:
  • Assessment Request
  • Profile Share
  • Profile Request Declined

📚 Additional Resources

How to Customize Outgoing Notifications

How to Manage Email Reminders

FAQ

How come the email I received from SendGrid to set up the DNS records contains 5 CNAME records?

SendGrid has a complex system for maintaining SPF and DKIM records and cycling keys, and also provides deliverability tracking so that we can tell if our customers know if the emails aren't being delivered. They use different CNAME records for all of these different functions. Please see documentation from Sendgrid regarding CNAME record for further clarity: https://www.twilio.com/docs/sendgrid/ui/account-and-settings/how-to-set-up-domain-authentication#cnames