Outcome
Your company is activated or has a saved setup request, the current sending agreement is accepted by an authorized manager, and every teammate knows the current state.
Navigation path
Settings > Email & sending > Sender & setup
Access
Included with any paid CREBuilder plan. Saved drafts and send history stay listed if a subscription lapses.
On this page
Before you start
Data, sources, and access to prepare
- A paid company workspace
- A verified account email
- A complete business mailing address
- Company authority as a Single Agent, Brokerage Admin, or Admin before accepting legal terms
Know what Set up sending records
Sender name and Reply-To Required
The name recipients see and the account email replies return to
- Format
- Read from your Profile
- Units
- Not applicable
- Save behavior
- No direct entry here. Select Edit sender profile to change your name in Settings > Profile.
- Downstream effect
- Sets the From name on hosted email and the Reply-To address on campaigns.
Email verification Required
Proof that you can receive mail at your account address
- Format
- Six-digit code
- Units
- Digits
- Save behavior
- Stored for your user and email when Verify email succeeds. Changing your login email requires a new code.
- Downstream effect
- Required before you can activate sending or send a preview to yourself.
Business mailing address Required
The physical company address required in every hosted email footer
- Format
- Street, city, state or province, ZIP or postal code
- Units
- Not applicable
- Save behavior
- Saved separately when you select Save mailing address on the Business mailing address card, or save Settings > Company profile. Activation requires a complete saved address and does not change it.
- Downstream effect
- Appears in the compliance footer of campaigns, conversations, NDA invitations, and automated email.
Audience source Required
Where your recipients came from
- Format
- Existing clients, listing inquiries, or opt-in subscribers
- Units
- Not applicable
- Save behavior
- Recorded with the activation or setup request.
- Downstream effect
- Documents the first-party basis for sending. It does not replace suppression, review, or allowance checks.
Sending agreement Required
The current versioned commitments for hosted sending
- Format
- Checkbox with the authorization statement
- Units
- Not applicable
- Save behavior
- Recorded immutably for the company when a manager activates or accepts.
- Downstream effect
- Every send is refused until the current version is accepted.
Sender name and Reply-To
- Requirement
- Required
- What it means
- The name recipients see and the account email replies return to
- Format
- Read from your Profile
- Units
- Not applicable
- Save behavior
- No direct entry here. Select Edit sender profile to change your name in Settings > Profile.
- Downstream effect
- Sets the From name on hosted email and the Reply-To address on campaigns.
Email verification
- Requirement
- Required
- What it means
- Proof that you can receive mail at your account address
- Format
- Six-digit code
- Units
- Digits
- Save behavior
- Stored for your user and email when Verify email succeeds. Changing your login email requires a new code.
- Downstream effect
- Required before you can activate sending or send a preview to yourself.
Business mailing address
- Requirement
- Required
- What it means
- The physical company address required in every hosted email footer
- Format
- Street, city, state or province, ZIP or postal code
- Units
- Not applicable
- Save behavior
- Saved separately when you select Save mailing address on the Business mailing address card, or save Settings > Company profile. Activation requires a complete saved address and does not change it.
- Downstream effect
- Appears in the compliance footer of campaigns, conversations, NDA invitations, and automated email.
Audience source
- Requirement
- Required
- What it means
- Where your recipients came from
- Format
- Existing clients, listing inquiries, or opt-in subscribers
- Units
- Not applicable
- Save behavior
- Recorded with the activation or setup request.
- Downstream effect
- Documents the first-party basis for sending. It does not replace suppression, review, or allowance checks.
Sending agreement
- Requirement
- Required
- What it means
- The current versioned commitments for hosted sending
- Format
- Checkbox with the authorization statement
- Units
- Not applicable
- Save behavior
- Recorded immutably for the company when a manager activates or accepts.
- Downstream effect
- Every send is refused until the current version is accepted.
Required means the field is needed to complete or support this workflow. Some screens allow a draft to save before every required item is complete. The steps and troubleshooting call out controls the product actively blocks.
Activate once, or submit one setup request
Paid company manager, activation available
- What the page shows
- Activate sending
- What happens
- The agreement and audience source are recorded, and company sending setup begins. The business address must already be saved. Confirm Ready to send before sending.
Paid company manager, activation not available in this deployment
- What the page shows
- Submit setup request
- What happens
- The agreement is accepted now, the request is saved, and the state becomes Sending access is under review. Check the page for the decision.
Regular User or Coordinator
- What the page shows
- Ask your company administrator
- What happens
- The page names a manager to ask. Your drafts remain available.
Company approved before this release
- What the page shows
- Ready to send, or the current setup state
- What happens
- Accepted terms, verified domain, limits, and history are kept. Nobody is asked to start over.
Access declined or withdrawn
- What the page shows
- Contact support about sending access
- What happens
- Setup does not create another request and does not overwrite the decision.
- 1
Open Set up sending
Settings > Email & sending > Sender & setup
Read the current sending status before completing setup.
Expected result: Finish setting up sending points to the sender identity, verification, address, audience source, and agreement controls; Sending status unavailable means the check failed.
If this step does not work
If status is unavailable, select Try again first. Do not assume setup has not started.
- 2
Complete the required fields
Set up sending
Complete each required item shown in Set up sending.
Expected result: Verification, the separately saved business address, and audience source are complete; activation still requires the current agreement.
If this step does not work
Activate sending stays unavailable until its required items are complete. Submit setup request requires the agreement and audience source; verification and a saved address remain separate readiness requirements.
- 3
Activate or request once
Set up sending > Activate sending or Submit setup request
Select the single control shown once.
Expected result: Setup begins or Ready to send appears after activation; a saved request shows Sending access is under review.
If this step does not work
Do not refresh-submit or create duplicate requests. Preserve any displayed error and retry only when the request clearly failed.
- 4
Read the resulting state
Email & sending > sending status card
Follow the next action the state names.
Expected result: The card shows Ready to send, Finish setting up sending, Sending access is under review, or Contact support about sending access.
If this step does not work
A declined or withdrawn state does not expose another request. Follow the support path rather than trying to bypass the decision.
Accept the exact current agreement
Versioned agreement gate
Acceptance applies to one immutable version. A new version requires a new review and acceptance by a company manager.
Company manager opens Set up sending
Current agreement version
Authorization statement checked
Version accepted
New version published
- Company manager opens Set up sendingCurrent agreement version
- Current agreement versionAuthorization statement checked
- Authorization statement checkedVersion accepted
- Version acceptedNew version publishedlater
- New version publishedCurrent agreement versionreview again
- 1
Open the current agreement
Set up sending > Sending agreement
Read every displayed commitment.
Expected result: The full current version and version number are visible.
If this step does not work
If the agreement cannot load, select Try again. Do not accept unseen terms.
Verify your email, confirm the business address, accept the agreement as a company manager, and activate or request sending before attempting to send. - 2
Confirm company authority
Sending agreement > authorization checkbox
Check the statement only if you are authorized to bind the company.
Expected result: Activate sending or Accept sending agreement becomes available for the displayed version.
If this step does not work
If you are not authorized, leave it unchecked and ask the manager named on the page.
- 3
Accept that version
Set up sending > Activate sending or Accept sending agreement
Select the control once.
Expected result: The acceptance date appears on the sending status card as Sending agreement with its date.
If this step does not work
If a stale-version conflict says the agreement changed, reload and review the new version before another acceptance.
- 4
Review the accepted snapshot later
Sending status card > Sending agreement date
Open the read-only accepted agreement when an audit requires the exact signed text.
Expected result: The immutable accepted version and date are shown.
If this step does not work
Do not substitute today’s current text for the historical accepted snapshot.
Handle access and agreement edge states
Activate sending is unavailable
Likely cause: Activation needs your verified email, a saved complete business address, an audience source, the current agreement, and a role that can manage sending.
- Complete the item still shown in Set up sending.
- Save mailing address separately before activating.
- Ask the named company administrator when the role is the reason.
Submit setup request is unavailable
Likely cause: The request needs an audience source, the current agreement, and a role that can manage sending. Email verification and a complete address are separate readiness requirements, not button gates for this request.
- Choose the audience source and accept the current agreement.
- Ask the named company administrator when the role is the reason.
- Wait if Sending access is under review is shown.
Access was declined or withdrawn
Likely cause: The deliverability or policy review does not permit hosted sending.
- Read the displayed decision.
- Use the support path for correction or appeal.
- Do not use a different company identity to avoid the decision.
Agreement acceptance returns a version conflict
Likely cause: The agreement changed after the page loaded.
- Reload the page.
- Read the new version in full.
- Confirm company authority and accept the new version.
Rules or sends stopped after terms were updated
Likely cause: A newer agreement version re-gates hosted delivery and contact-email automation.
- Open Email & sending > Sender & setup.
- Have a company manager accept the current version.
- Re-enable affected automation rules only after readiness is restored.
Final verification
- Set up sending > Sending agreement: The full current version and version number are visible.
- Sending agreement > authorization checkbox: Activate sending or Accept sending agreement becomes available for the displayed version.
- Set up sending > Activate sending or Accept sending agreement: The acceptance date appears on the sending status card as Sending agreement with its date.
- Sending status card > Sending agreement date: The immutable accepted version and date are shown.
- No blocking warning, failed status, or unresolved validation message remains in the completed workflow.
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