Cold Email Inbound Setup

Cold Email Inbound Setup

Modified on: Thu, 25 Aug, 2022 at 12:26 PM

 

By Default

If I mask the sender email like testing@gmail.com, the reply-to address will show as testing@replies.subdomain.com and there’s no way to change this, replies.subdomain.com is the Mailgun subdomain you set up for the location in agency Settings-> Mailgun. Once the lead replies to the email sent from Phaleral, the replies will appear in the Conversation tab.  

If you are using the same subdomain/domain for multiple Phaleral locations, we will not know which location to route the email replies to when the lead is emailing the reply-to email address directly instead of replying to the email sent from Phalera.

Cold Email Inbound Setup

1. Set up Mailgun >>HERE<<

We will set up agency.com /mg.agency.com with Mailgun

– You can use the same Mailgun account for all locations

E.g. If you have a domain like agency.com, you can set up a unique subdomain for each location like locationname.agency.com so each Phalera location will have its own Mailgun subdomain set up to capture all email replies.

If your clients have their own domain, you can also set up a unique domain/subdomain for them. But if their main domain is already used for another email service, we will need to use a subdomain in this case.

That way we will know which accounts to route the email to.

2. Make sure the Mailgun domain is configured for one location only

As long as there is only one location mapped to that mailgun domain you just set up, it will route all inbound emails to that location.

Please reach out to support if you recall that there might be a deleted location with the same Mailgun domain selected.

3. Test

If you set up domain.com:

We can then use testing@domain.com to capture incoming emails. So if the lead initiates the Conversation by sending an email to anything@domain.com, it will appear in Phalera

If you set up a subdomain like mg.domain.com, We can then use anything@mg.domain.com to capture incoming emails. 

 FAQs

1. Why do forwarded inbound emails not appear in the conversation tab?

As of now, we do not capture the incoming HTML emails if the contact forwards them from a third-party system. So We do not support fetching forwarded cold inbound emails at the moment but we plan on supporting this in Quarter 4 2022.

 

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