--- title: Getting Started with Marketing Automation description: "Set up Marketing Automation: subscribe to the add-on, authorize your email domain with DNS records, and enable the master switch for reminders." --- [Skip to content](https://apps-kb.nsource.com/apps-kb/getting-started-with-marketing-automation#main-content) English Show submenu for translations ![nst-dark-logo-250-1](https://apps-kb.nsource.com/hs-fs/hubfs/nst-dark-logo-250-1.png?width=250&height=65&name=nst-dark-logo-250-1.png) Open main navigation Close main navigation - English Show submenu for translations - Contact us Contact us How can we help you? - There are no suggestions because the search field is empty. 1. [NetSource Shopify Apps](https://apps-kb.nsource.com/apps-kb?hsLang=en) 2. [Configurator Marketing Automation Add-on](https://apps-kb.nsource.com/apps-kb/configurator-marketing-automation-add-on?hsLang=en) # Getting Started with Marketing Automation ## To set up Marketing Automation, first subscribe to the add-on through the app dashboard and complete the Shopify billing approval. It is highly recommended to authorize your email domain by adding the provided DNS records to your hosting provider, which ensures reminders are sent from your store’s address rather than a generic one. Once verified, you must toggle the master switch to "Enabled" in the Quote Reminders card for any emails to be sent. **Step 1: Subscribe to the Add-On** 1. Open the NetSource Configurator app in your Shopify admin. 2. Go to the **Dashboard** page. 3. Choose a plan (or edit your current plan) and check the **Marketing Automation** checkbox. 4. Confirm the updated subscription price and complete the Shopify billing approval. **Step 2: Authorize Your Email Domain (Recommended)** This is the most important step for email deliverability. By default, reminder emails are sent from a generic platform address. Customers are far more likely to open emails that come from your own domain (for example, *orders@yourstore.com*). 1. On the **Marketing** page, click **Show details** to expand the **Authorize NetSource to Send Your Emails** section. 2. Enter your domain (such as *yourstore.com*) and your preferred From address. 3. Click **Start Verification**. 4. Add the DNS records displayed to your domain's DNS settings (your hosting provider, GoDaddy, Cloudflare, etc.). 5. If you are not sure how to add DNS records, use the **Copy** button to copy the instructions and send them to whoever manages your domain. 6. Click **Check Status** to verify. Verification typically takes a few minutes to a few hours. Once verified, a green **Verified** badge appears indicating all emails will be sent from your domain. **Step 3: Enable the Master Switch** In the **Quote Reminders** card, set the toggle to **Enabled**. This is the master switch — no emails are sent unless this is turned on. **Step 4: Enable and Configure Your Tracks** Enable at least one of the three reminder tracks (Saved, Submitted, or Finalized) and review the reminder steps. Default best-practice steps are already set up for you. **Step 5: Send a Test Email** Before going live, use the **Test This Track** section to send test emails to yourself. This lets you see exactly what your customers will receive. **Step 6: Save** Click the **Save** button at the top of the page. 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