Comprehensive Guide to Linking Mailgun with Your CRM

Introduction

Ready to simplify your email campaign management by integrating Mailgun with your CRM? This guide offers a clear, step-by-step process to help you set up a new domain in Mailgun, configure your DNS settings accurately, and complete the integration with your CRM platform. Whether you're new to Mailgun or just looking for a refresher, this guide will provide all the essential details to streamline your email operations.

Registering a New Domain in Mailgun

1. Access Mailgun's Domain Section: Start by logging into your Mailgun account. Navigate to the "Sending" tab, and from there, click on "Domains" to begin adding a new domain.

2. Add Your Domain or Subdomain: You have the option of using either a primary domain or creating a subdomain. For client-specific communications, using a subdomain is recommended to keep email activities for each client separate and secure.
   Example: You could use a subdomain like marketing.yourdomain.net for specific campaigns.

3. Input and Confirm Your Domain: Enter the domain or subdomain you wish to use and then click the "Add Domain" button to proceed.

Setting Up DNS Records

1. Log Into Your Domain Provider’s Portal: Access the account for your domain provider, and head over to the DNS settings for your domain.

2. Input Required DNS Records: You will need to add TXT, MX, and CNAME records from Mailgun into your DNS settings for proper email verification and functionality.

   • TXT Records: These are essential for verifying your domain and ensuring email security.

   • MX Records: These records route your emails to the appropriate mail servers.

   • CNAME Record: This allows Mailgun to track email opens and click-through rates, helping with performance monitoring.

Confirming DNS Setup in Mailgun

1. Verify Your DNS Records: Once you’ve entered all the necessary DNS records, return to Mailgun and select the option to verify your DNS settings. If the verification doesn’t succeed right away, give it another try after a few moments.

2. Adjust Domain Settings: After verification, go to "Domain Settings" in Mailgun and enable features like unsubscribe tracking, click tracking, and open tracking to better manage your email campaigns.

Connecting Mailgun to Your CRM System

1. Retrieve SMTP Credentials from Mailgun: Go to the "Domain Settings" section of your Mailgun account, and locate your SMTP credentials. Copy the provided email address used for login.

2. Set Up SMTP in Your CRM: In your CRM platform, go to the settings menu and look for the "Email Services" section. Click "Add Service" to configure Mailgun as your email provider.

• Provider Name: Enter "Mailgun" as the service provider.

• SMTP Server: Use smtp.mailgun.org as your SMTP server address.

• Port Number: Set the port to 587.

• Login Information: Paste the email address you copied from Mailgun into the username field. For the password, reset and copy it from your Mailgun account and paste it into the appropriate field.

• Sender Email Address: Ensure that the email address you're sending from aligns with the domain you registered in Mailgun. 

Troubleshooting Common Issues

1. DNS Records Not Verifying: If Mailgun is unable to verify your DNS records, double-check for any typographical errors or unnecessary spaces. Keep in mind that DNS changes can sometimes take a while to propagate.

2. Emails Landing in Spam: To avoid emails being marked as spam, ensure your domain has a strong reputation and that all SMTP settings are correct. Make use of Mailgun’s tracking features to monitor and improve your email deliverability.