Understanding the Email Provider Selection Order

How Your CRM Chooses an Email Provider

When sending emails, your CRM follows a specific priority order to select which email provider to use. This ensures that the most specific and appropriate settings are applied first.

The Order of Priority

The system checks for a configured provider in the following sequence:

1. Sub-Account Default Provider: The system first looks for an email provider set as the default within the specific sub-account's settings.
2. Location-Specific Email Settings: If no default provider is selected for the sub-account, the system then checks for an email provider configured specifically for that location from the agency view. If no location-specific provider is set, it will use the provider configured for the agency.
3. Agency Default Provider: If no provider is set at the sub-account or location level, the system uses the default provider configured in the Email Services tab within the agency settings. This provider is also used to send email verification codes.
4. CRM's Default Email Service: If no other email providers are configured at any level, the system will use the built-in CRM email service to send and receive emails.

Configuring Providers for Locations

You have flexibility when setting up providers like Mailgun for individual locations. You can:

• Use the same Mailgun API key and domain for multiple locations.
• Use the same API key with different domains or subdomains for different locations.
• Use completely different Mailgun API keys and domains for each location.

Setting up a unique domain or subdomain for a location is particularly useful for managing cold inbound emails.

Using the Built-in CRM Email

When you add a custom domain at the agency level, it will be applied to all sub-accounts by default. However, if you later set up a custom domain at a specific sub-account level, that sub-account's domain will take priority for its emails.