Email System

    Email Setup Guide

    Email System

    Email Setup Guide

    Getting Started with Email in Lead Fuel CRM

    Lead Fuel CRM provides a powerful email communication platform that integrates seamlessly with your CRM data. Before you can start sending emails, you need to configure your email settings, connect your email provider, and verify your sending domains. This guide walks you through the entire setup process.

    Step 1:Access Email Settings
    Step 1:Log in to your Lead Fuel CRM account with administrator privileges
    Step 2:Navigate to Settings > Email Configuration from the main menu
    Step 3:Review the Email Setup Overview dashboard to see your configuration status
    Step 4:Note any setup requirements highlighted in yellow or red alerts
    Step 2:Connect Your Email Provider

    Lead Fuel CRM supports integration with major email service providers. Choose the provider that best fits your needs:

    • Mailgun: Reliable and affordable, excellent for high-volume sending
    • SendGrid: Feature-rich with advanced analytics and deliverability tools
    • Amazon SES: Cost-effective for large volumes, requires AWS account
    • Native SMTP: Use your existing email provider via SMTP configuration
    Step 1:Go to Settings > Email Configuration > Provider Setup
    Step 2:Select your preferred email provider from the dropdown menu
    Step 3:Click "Connect Provider" and follow the authentication flow
    Step 4:Authorize Lead Fuel CRM to access your provider account
    Step 5:Verify the connection shows "Active" status
    Step 3:Configure Sending Domains

    Configuring a dedicated sending domain improves email deliverability and establishes your brand identity. For best results, use a subdomain like mail.yourcompany.com rather than your primary domain.

    Step 1:Navigate to Settings > Email Configuration > Sending Domains
    Step 2:Click "Add New Domain"
    Step 3:Enter your domain name (e.g., mail.yourcompany.com)
    Step 4:Copy the DNS records provided by Lead Fuel CRM
    Step 5:Log in to your domain registrar (GoDaddy, Namecheap, etc.)
    Step 6:Add the provided DNS records (MX, CNAME, and TXT records)
    Step 7:Return to Lead Fuel CRM and click "Verify Domain"
    Step 8:Wait for DNS propagation (typically 15-30 minutes), then verify again

    Tip: To speed up DNS propagation, check your registrar's help documentation. Some registrars require clicking "Apply" or refreshing DNS settings after adding records.

    Step 4:Set Authentication Records (SPF, DKIM, DMARC)

    Authentication records are critical for email deliverability. They prove that emails from your domain are legitimate:

    • SPF (Sender Policy Framework): Authorizes which mail servers can send emails from your domain
    • DKIM (DomainKeys Identified Mail): Digitally signs emails to verify they haven't been altered
    • DMARC (Domain-based Message Authentication): Sets policies for how recipients should handle authentication failures
    Step 1:In Settings > Email Configuration > Authentication Records, note your SPF record
    Step 2:Add the SPF record to your domain's DNS TXT records
    Step 3:Lead Fuel CRM will automatically generate your DKIM keys
    Step 4:Add the DKIM public key to your domain's DNS
    Step 5:Set up DMARC by adding a _dmarc.yourdomain.com TXT record
    Step 6:Use the DMARC template provided in settings to start with basic alignment

    Important: Do not remove or modify existing SPF records. Instead, add Lead Fuel CRM's mail servers to your existing SPF record using the "include:" mechanism. For example: v=spf1 include:sendgrid.net include:mailgun.org ~all

    Step 5:Configure Email Sender Identity

    Set up how your emails appear to recipients, including the from name, from email, and reply-to address.

    Step 1:Go to Settings > Email Configuration > Sender Identity
    Step 2:Enter your default "From Name" (e.g., "John Smith - Sales Team")
    Step 3:Set the "From Email" to match your verified sending domain
    Step 4:Configure the "Reply-To" address (usually your main email or support address)
    Step 5:Allow team members to use their own identities (optional for personalization)
    Step 6:Save your configuration

    Tip: Using a team name in the "From Name" (e.g., "Lead Fuel Sales Team") can sometimes have higher open rates than individual names, depending on your audience.

    Verifying Your Setup

    Once you've completed all steps, verify your setup is working:

    Step 1:Navigate to Settings > Email Configuration > Setup Verification
    Step 2:Click "Send Test Email" and enter a test email address
    Step 3:Check that you receive the test email within 2-3 minutes
    Step 4:Verify the sender information matches your configuration
    Step 5:Check that no spam filters flagged the email
    Step 6:If successful, your email setup is complete!

    Important: If you don't receive the test email, check your spam folder first. If it's not there, verify your DNS records are properly configured and give them more time to propagate.

    Need more help? Contact Lead Fuel CRM support for personalized assistance.

    Have a question or want to connect with other Lead Fuel users? Join the Lead Fuel VIP Facebook Group