Set up your email domain
Verify a domain in your DNS panel and register a sender address inside it. That confirmed sender is what lets you run email broadcasts and automations — without it, sending fails with an invalid-sender error.
Role: any authenticated workspace member — the email routes require no specific role.
Prerequisites
- A domain of yours, already connected to your workspace.
- Access to that domain's DNS panel (Cloudflare, Registro.br, GoDaddy and so on).
Steps
- In the sidebar, open Messaging → Broadcasts → Email and start connecting your first email domain.
- Choose a domain from the workspace. If the list is empty, connect an existing domain (or buy one) before continuing.
- Copy each DNS record (Type, Host, Value) into your domain's DNS panel and verify. Propagation can take a few hours; you can finish later from the domain's detail page.
- Add a sender: fill in the Sender Name and just the part before the
@(the domain is fixed). Save it and confirm the address from your inbox. The status stays as awaiting confirmation until you do. - With the domain Verified and the sender confirmed, the channel is ready to send.
You can only add senders once the DNS records have been verified. While DNS is still Pending, verify again from the domain's detail page.
Track email delivery
Every broadcast or automation email shows up in the Messaging sending history with its status and the date and time of each step:
An automatic open made by the mail provider itself — Gmail's image prefetch, Apple Mail Privacy Protection or an antivirus scanning the links — does not count as Visualized: only an open or a click by a person does.
The status only moves forward: a delivery confirmation that arrives after the open records the delivery time without taking the status back to Delivered. The exception is a failure — a bounce or a spam complaint that arrives after delivery or after the open moves the status to Failed and keeps the delivery and open times already recorded.
When the email fails, the Error column shows the reason reported by the contact's provider:
Automations react to these same moments through the email triggers — email delivered, email opened (only an open identified as human) and email failed. See the automation triggers.
Related
- Send a broadcast
- Connect a domain you already own
- Messaging
If it didn't work
- An invalid-sender error when sending email (from an automation or an opportunity action): the chosen sender does not exist or does not belong to this workspace. Register and confirm a sender on this workspace's domain.
- The sender doesn't show up to pick when sending a broadcast or in Max's questions: only confirmed senders show up, because a pending sender can't send. Check its status on the domain details page.
- Emails fail with
The sender of this email is no longer authorized to send: the sending provider stopped accepting the sender, usually because its domain is no longer set up for email. Clickmax checks your senders several times a day and also on the first refusal: the sender goes back to Pending confirmation and stops sending instead of retrying. When that happens, the workspace owner and admins get a notice in the notifications bell, and an automation that uses the sender cannot be activated until the domain is verified. In a broadcast, the sender shows as being verified and cannot be picked. Open the domain in the Accounts Center and click Verify DNS. If the domain's email no longer shows as set up, use Remove email and set up the domain's email again. Then, in the automation, use Resume sending in the notice above the executions list to send what did not go out. - I have
yourdomain.comandwww.yourdomain.comand removed the email from one of them: both use the same sending email. Removing the email from one does not turn off the other, and senders keep working while either is set up. - DNS still not verified: the records have not propagated, or they are wrong. Check Type, Host and Value in your DNS panel and verify again.
- An email shows as failed after it was delivered or opened? The contact marked it as spam, or their provider sent a late bounce. Check the reason in the Error column of the sending history and what it means in Track email delivery.
- No access to the settings: your workspace role may not allow editing channels — see no permission.