How to send a test email in the Conversation
Modified on: Thu, 18 Aug, 2022 at 7:09 PM
Table of Contents
Creating a test contact
Click on Contacts
Click on Add Contact
Fill out the First name and email and click Save
Sending the test email
It should automatically redirect you to the conversation page, click Send Email below
Configuring the sender email
The highlighted part is where we can configure the sender’s email address. By default, it will show the user logged in as the sender’s email address.
If you are using Mailgun
If I mask the sender email like email@example.com, the reply-to address will show as firstname.lastname@example.org, which is the Mailgun subdomain we set up for the location in agency Settings-> Mailgun. Replies will still appear correctly in the Phalera location account’s Conversation tab.
We can set email@example.com as the sender’s email address to enhance email deliverability as the reply-to address will be the same as the sender’s email address.
You can also set up cold inbound email to capture any emails going to emails ending with @replies.subdomain.com
If you are using SMTP integration
Go to Settings -> SMTP & Mailgun Service
Copy the highlighted email that’s integrated as the SMTP and use that as the sender email in the conversation tab
Depending on what is the SMTP integration you are using, you could set up an alias/verify sender to send from other emails
Troubleshooting email delivery
Once you send the email and if you are not able to receive it, be sure to check the spam folder.
For the error that we display in Phalera, we will fetch the error we got from the Mailgun API/ SMTP server and display it. If you click on the error icon to view the full error message, it should provide detail on why the email is not able to be sent.
If the error is not helpful, please open a support ticket with the SMTP provider so they can provide the delivery status on that email.
If email replies are not coming back
Once you receive the email, you can reply to the email and see if the reply will show up in the Conversation tab.
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