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Configuration - Communication - Preferences

Updated over a week ago

The Communications - Preferences page controls how Zero Friction automatically sends documents and messages to clients. Here you can configure global communication settings, such as enabling or disabling automatic communication, secure testing via test mode, and email sending settings.

You can find this configuration via Configuration → Communication → Settings → Preferences.

These settings are crucial for:

  • the correct sending of invoices, reminders and notifications

  • safe testing without reaching customers

  • reliable email delivery via domain authentication


What does this part show?

The Preferences page consists of three main parts:

  1. Language settings

  2. Communication preferences

  3. Email settings

All settings are displayed in clear cards with a title, a brief explanation, and input fields. Changes are applied after saving.


Language settings

What does this component regulate?

Here you manage which languages are supported for customer communication and which language is used by default.

Functionality

  • Overview of all supported languages

  • Indication of the standard language

  • Ability to add or remove languages

The default language is used when:

  • a customer has no explicit language preference

  • a document or template is not available in another language

Changes will apply immediately to new communications.


Communication preferences

What does this component regulate?


This is the central switching point for automatic customer communication and test mode.


Enable automatic customer communication

Enabled

  • Invoices, reminders and notifications are sent automatically

  • The configured templates and channels (email, SMS, post) are used

  • Customer-specific communication preferences remain respected

Disabled

  • No automatic messages are sent

  • Manual transmission remains possible

Example
When this option is enabled, a new invoice will automatically be sent by email to the customer's registered address.


Test mode (Sandbox)

Test mode allows you to securely test communications without contacting customers.

Operation

  1. Enable Automatic Customer Communication

  2. Enable Test Mode

  3. Enter a test email address (required)

  4. Optional: Enter a test phone number for SMS

All communications will then be redirected to these test receivers.

Example

➡️ All invoices and reminders go to the test address, not to customers.

Test mode always requires a test email address. A phone number is optional.


Email settings

What does this component regulate?

This component determines how emails are technically sent, including sender, reply-to, and domain authentication.


Domain authentication

In order to send emails on behalf of your own domain, this domain must be verified.

Steps

  1. Enter your domain name (e.g., yourcompany.com)

  2. Click on Verify

  3. Add the specified DNS records (CNAME / DKIM)

  4. Click Verify again to check the status

Status indication

  • Green: Verified

  • Yellow: Not verified

  • Red: Error

Without a verified domain, sender addresses cannot be set.


Sender email (Sender)

  • Sender Name – Display Name (e.g. Invoicing)

  • Email Sender – Must use the verified domain

This field will only be visible after successful domain verification.


Reply-To

  • Reply-To Name – Display name for replies

  • Reply-To e-mail – Address where customer replies are received

This can be a different domain than the sender address.


Behaviors & Logic

  • Communication settings will apply to all future automated messages

  • Test mode affects all communications sent after activation

  • Domain changes always require new verification

  • Language changes are applied immediately to new communications

Existing or already sent communications will not be modified.



Why don't I see the sender email field?
Because the domain has not yet been verified.

Can I activate test mode without an email address?
No, a test email address is required.

Can I use another domain as a sender?
Only if that domain is verified first.

What if my domain is already registered?
Each domain can only be associated with one organization. Please contact support.

Does test mode affect existing messages?
No, only new communications after activation.

Can I disable communication per customer?
Yes, customer settings can override these global preferences.

How quickly are changes active?
Directly for new communications. Already scheduled messages may still use the old settings.


  • Communication Preferences – Global settings for automatic customer communications

  • Test Mode (Sandbox) – Mode that redirects communications to test receivers

  • Domain Authentication – Email domain verification via DNS records

  • DNS records – Technical records that confirm domain ownership

  • Email Sender – The “from” address in customer emails

  • Reply-To e-mail – Address for customer responses

  • Culture Table – Overview of supported languages

  • Test Recipient – Email address or phone number that receives communications in test mode

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