Creating a test contact
Click on "Click here to switch" on the top left once you are in the agency view.
Select the desired subaccount you want to test.
Click on "Contacts" to access the contacts for the selected subaccount.
Click on Add Contact
Complete the First name and email fields, then click the "Save" button to store the information.
After filling out the test email information, you will automatically be redirected to the conversation page. Click the "Send Email" button below to send the test email.
Configuring the sender's email
The section highlighted above allows us to configure the sender's email address. Refer to this link to learn how to set up the sender's email address for bulk emails. By default, it will display the email address of the user currently logged in as the sender.
If you are using Mailgun
Suppose the sender's email is masked as testing@gmail.com. The reply-to address will display as testing@replies.subdomain.com, the Mailgun subdomain configured for the sub-account in agency Settings > Email Services > Location Settings. Despite this masking, replies will still be correctly received in the systems sub-accounts Conversation tab.
To improve email deliverability, we can use testing@subdomain.com as the sender's email address, ensuring that the reply-to-address domain matches the sender's email address. This alignment can enhance email deliverability.
Additionally, we can set up cold inbound emails, capturing emails sent to addresses ending with @replies.subdomain.com.
If you are using SMTP integration
Navigate to Sub-account Settings and then click on Email Services.
Copy the email address that is highlighted and integrated as the SMTP, then use it as the sender's email in the conversation tab.
Depending on the SMTP integration you have configured, you may be able to set up an alias or verify the sender to send emails from other email addresses.
Troubleshooting email delivery
After sending the email, if you cannot receive it, check your spam folder.
In the Conversation view, if an error is displayed, it is fetched from the Mailgun API or SMTP server, and clicking on the error icon will show the full error message. The error message should explain why the email could not be sent.
If the error message is not informative enough, please open a support ticket with the SMTP provider so they can provide the delivery status for that email.
If you are using Mailgun, you can check the Mailgun logs
If email replies are not coming back
After receiving the email, reply to it to check if the reply shows up in the Conversation tab. If the reply does not appear, please refer to the steps in the "When email replies are not coming back to the Conversation" section to troubleshoot the issue.