Getting started

Create your Mailgun account

1. Create an account with Mailgun. Mailgun offers 5,000 free emails per month for 3 months on their lowest Flex plan. Beyond that, you'll need to pay for email sending from $0.80 / 1000 emails or upgrade to a higher plan.
2. Activate your Mailgun account. Open the Mailgun activation email you received in the email account you used for signup and follow the instructions provided.

Adding your email domain name to Mailgun

1. In Mailgun, go to Sending > Domains > click the Add New Domain button – or click here.

2. Add your domain name. If your email is [email protected], then your domain name is everything after the "@" symbol - mycompany.com. It's a good idea that you use a subdomain such as mailgun.mycompany.com - see more info here. You will still be able to send emails from your regular mycompany.com domain.
3. We recommend checking the box Create DKIM Authority and selecting the option for 2048 DKIM key-size for increased security.

4. On the following page, save the list of DNS records using the Print/Save button toward the top right. Keep this tab open for easy copy-paste. Example:

Adding the DNS entries

1. Log into your domain registrar/host and navigate to the DNS settings

2. Create the TXT record for SPF. If you don’t already have a TXT record with a SPF value listed, you can use what Mailgun provided. If you already have a TXT record with an SPF value, you’ll need to modify it to match this format: v=spf1 include:mailgun.org ~all include:YOURDOMAINEMAIL.com ~all - replacing the all-CAPs portion to represent your domain name. Do not forget to enter the right Hostname field (if you added your domain as a subdomain in previous step).
3. Create the "domainkey" DKIM TXT record Mailgun listed
4. If you already have MX records listed, do not add the Mailgun-provided MX records.
5. Add the CNAME record Mailgun provided.
6. Save your DNS changes.
7. Back in Mailgun, click the Verify DNS Settings button.

Configuring Close to work with Mailgun's SMTP

1. Once your DNS settings are verified (usually 24-48 hours later), log into your Mailgun account in your web browser
2. Go to Sending > Domains > Click your domain name to use that domain name
3. Go to Sending > Domain settings > SMTP credentials
4. Here, you'll see your current SMTP login details - keep this info handy for the following steps!

5. Open the Close app and navigate to Settings > Connected Accounts > + Add account > Custom Configuration, enter your Login email, press Continue, and on the screen below toggle off Enable email syncing option

6. Enter your SMTP details you noted in step #4 above and then click Save

Testing it out

You should have a Custom server in your Connected Accounts:

Go to a lead and try to send a new email using your Mailgun custom server by changing the From field:

If needed, you can change name/email from which you are sending by going to Close app > Settings > Connected Accounts > Custom server > Add a From Address....

Adding Unsubscribe Links

Most countries have specific laws that specify how you may utilize bulk email. You're responsible to abide within the applicable regulations, but an honorable (and recommend!) first step is to enable the option to unsubscribe from future emails. This will also help with keeping your email domain off of globally-monitored black lists.

You can add %unsubscribe_url% to the bottom of any email templates you'd like to bulk message and Mailgun will rewrite the message to include an unsubscribe link and manage the process of not sending emails to people who have opted-out. More details at Tracking unsubscribes via Mailgun.

Bounces in Mailgun

For bounced replies, Mailgun automatically handles them and doesn’t send a copy to your inbox. Mailgun sends all bounced reply emails to a random bounce email address (e.g. [email protected]) on the authenticated domain that doesn’t actually exist. That way, Mailgun can track bounces and you don’t have to deal with noise in your inbox. On the Close end of things, we will ultimately only reflect what is shown in your Gmail inbox.

To get insight into the bounces, Mailgun provides an exportable list of all bounced email addresses that you can use to update your information in Close using our Importer. It's also possible to create an integration between Mailgun and Close to update the information automatically using our third-party integration, Zapier.

There are a few different ways you can automatically update the information in Close. You could change the lead's status, add a note to the lead, change a field within the contact, etc. We recommend using Zapier to create a Mailgun Trigger for New Bounce Event with a Close Search step of Find Lead, then a Close Action step of Update Lead and then changing the status of the Lead to something like "Bounce."

For questions on setup, you can reach out to [email protected].