Custom domain

A custom domain replaces the default ForgeSend-hosted URL for an Agency Group's client portal with a domain your agency already owns — for example portal.youragency.com. It's set once per Agency Group and shared by every client workspace under that group; there's no separate domain per client, and no separate setup to repeat for each one.

Requesting a domain

Open the Custom domain panel for the Agency Group and enter the domain you want to use. Submitting the form doesn't activate anything yet — it claims the hostname for this Agency Group and moves it into the DNS verification step below.

Verifying ownership

Once requested, the panel shows a TXT record to add at your domain's DNS provider — proof that you control the domain before ForgeSend will route any traffic to it.

Add the record exactly as shown, using your DNS provider's normal interface for adding a TXT record. ForgeSend checks for it automatically every 2 minutes — there's nothing to click or confirm on ForgeSend's side once it's added; the panel moves to the next step by itself as soon as the check finds a match.

Routing traffic

With ownership confirmed, the panel swaps the TXT record for a CNAME record — this is the one that actually routes traffic for your domain to ForgeSend.

Once this CNAME resolves, setup finishes automatically — there's no manual approval step on ForgeSend's side. Domains typically go live within a few minutes to under half an hour, depending on how quickly your own DNS provider propagates the change.

Removing a domain

Remove domain clears the claim on the spot — there's no waiting period and no separate teardown step to wait on. The Agency Group's client portal reverts to its default ForgeSend-hosted URL immediately.

Where to go next

Next: Agency branding

• Client portal
• Agency Groups overview