Outcome
Settings shows CREBuilder Mail ready to send, or shows the setup, review, or pause state to resolve before sending.
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 CREBuilder company workspace
- Access to the inbox for your account email, to receive the verification code
- A complete street, city, state, and ZIP or postal code for the company
- A Single Agent, Brokerage Admin, or Admin to accept the agreement and activate sending
Understand the readiness model
Required gates and optional domain upgrade
Hosted sending requires a verified sender, a complete address, a manager-accepted agreement, and company activation. CREBuilder provisions the protected sender. A custom domain is optional.
Your account email verified
Complete business mailing address
Current agreement accepted by a company manager
Company sending activated
Protected shared sender ready
Optional custom domain with 3 DKIM CNAMEs
- Your account email verifiedCompany sending activated
- Complete business mailing addressCompany sending activated
- Current agreement accepted by a company managerCompany sending activated
- Company sending activatedProtected shared sender ready
- Protected shared sender readyOptional custom domain with 3 DKIM CNAMEsoptional upgrade
Who can finish setup
Anyone on a paid plan can verify their own email and prepare drafts. Accepting the sending agreement and activating or requesting company sending needs a Single Agent, Brokerage Admin, or Admin. Other roles see the name of the administrator to ask. Companies that were approved earlier keep their accepted agreement, verified domain, limits, and history.
Read status before taking action
Finish setting up sending
- What it means
- The company still needs setup or a required sending gate is incomplete.
- User action
- Open Set up sending. Check email verification, the saved business address, the current agreement, and activation. A Single Agent, Brokerage Admin, or Admin completes the company steps.
Finish setting up sending
- What it means
- If the required setup is already accepted, the protected sender may still be finishing setup.
- User action
- Check setup again. Wait for Ready to send before submitting a campaign.
Sending access is under review
- What it means
- A setup request is saved and waiting for a decision.
- User action
- Check this page for the decision. Do not submit duplicates. You can keep preparing drafts.
Ready to send
- What it means
- The required gates pass. Mail uses the protected shared sender or your verified domain.
- User action
- Read the displayed From and Replies to identities, then compose within the allowance.
Contact support about sending access
- What it means
- Hosted access was declined or withdrawn for this company.
- User action
- Follow the displayed support path. Setup does not create another request.
Sending is paused
- What it means
- Sending is paused for your company or across CREBuilder Mail.
- User action
- Keep your draft. Resolve the displayed condition or wait for sending to resume.
Sending status unavailable
- What it means
- The status check itself failed.
- User action
- Select Check again or Try again where offered. Nothing sends until the current state is known.
Complete the required setup
- 1
Open Email sending settings
Main navigation > Settings > Email & sending > Sender & setup
Wait for the sending status card and the Set up sending section to load.
Expected result: The page shows a current state rather than a placeholder, with your Sender name and Reply-To.
If this step does not work
If status is unavailable, select Try again. Do not activate or send based on cached assumptions.
Confirm sender verification, business address, agreement, activation, domain status, and account allowance before composing a campaign. - 2
Check the sender identity
Set up sending > Sender name and Reply-To
Confirm the displayed name and Reply-To address.
Expected result: Recipients see this name, and replies go to your account email.
If this step does not work
Select Edit sender profile to correct your name in Profile.
- 3
Request a verification code
Set up sending > Verify your email
Select Email me a verification code.
Expected result: CREBuilder emails a six-digit code to your account address.
If this step does not work
Wait one minute before Send another code. Check spam if nothing arrives.
- 4
Enter the verification code
Verify your email > Verification code
Enter the six digits from the email.
Expected result: Verify email becomes available.
If this step does not work
A wrong or expired code is refused. After the attempt limit, request a new code.
- 5
Verify your email
Verify your email > Verify email
Select Verify email.
Expected result: The section changes to Email verified. Email verification is complete; the other setup and preview requirements still apply.
If this step does not work
If the code was refused, select Send another code after the one-minute wait.
- 6
Confirm the business mailing address
Set up sending > Business mailing address
Confirm the street, city, state or province, and ZIP or postal code shown.
Expected result: The complete address appears in the required footer of every hosted email, and the status line reads Saved company address.
If this step does not work
Edit a field and select Save mailing address to correct it; this updates the company address in Settings > Company profile. If the fields are read-only, the card names the company administrator who manages the address. Select Add company details when the company has no profile yet.
- 7
Describe the audience source
Set up sending > Where did your audience come from?
Choose existing clients, listing inquiries, or opt-in subscribers.
Expected result: The choice is recorded with the activation or request.
If this step does not work
If your audience includes purchased, rented, or scraped addresses, stop and clean the list first.
- 8
Read the sending agreement
Set up sending > Sending agreement
Read every commitment shown with the version number.
Expected result: You know what the company is accepting.
If this step does not work
If the agreement cannot load, select Try again. Do not accept unseen terms.
- 9
Accept the sending agreement
Sending agreement > authorization checkbox
Check the authorization statement as a company manager.
Expected result: The activation control becomes available for the displayed version.
If this step does not work
If you are not a company manager, ask the administrator named on the page.
- 10
Activate or request sending
Set up sending > Activate sending or Submit setup request
Select the one control shown, which is Activate sending or Submit setup request.
Expected result: Activation starts company sending setup; confirm Ready to send after it completes. A request shows Sending access is under review.
If this step does not work
Preserve a displayed error before retrying. Denied and withdrawn decisions are not overwritten; use support.
- 11
Confirm shared sender readiness
Email & sending > sending status card
Verify Ready to send, the From and Reply-To addresses, the recipient sends available today and this month, the reset time, and the campaign review state.
Expected result: Hosted Mail is ready on the protected shared sender.
If this step does not work
If paused, declined, or capacity-limited, keep the draft and follow the displayed next step.
Verify readiness and recover safely
Ready-to-compose check
- Your account email shows Email verified.
- The current agreement is accepted.
- Street, city, state, and ZIP or postal code are complete.
- Company sending is activated or approved.
- No pause or declined state is shown.
- The displayed allowance covers the planned unique recipients.
- Review requirements are understood.
- Reply-To identity is correct.
- Custom domain is verified or the shared sender is intentionally used.
Settings cannot determine Mail status
Likely cause: The status request failed, which is different from having no setup.
- Select Try again.
- Keep drafts unchanged.
- Do not activate, request, or send until the status check succeeds.
Activate sending stays unavailable
Likely cause: The email is not verified, the address is incomplete, the agreement is unchecked, the audience source is empty, or your role cannot manage sending.
- Complete the item the section still shows.
- Ask the named company administrator when the role is the reason.
- Keep preparing drafts in the meantime.
The agreement was accepted before but sending is blocked
Likely cause: A newer agreement version requires acceptance again.
- Open Set up sending.
- Read the full current terms.
- Have a company manager accept the displayed version.
The shared sender is ready but a custom domain is not
Likely cause: Custom DKIM is optional and has a separate verification state.
- Continue on the shared sender if appropriate.
- Finish the three CNAME records separately.
- Do not alter existing MX, SPF, or DMARC records.
The allowance is too small for the planned campaigns
Likely cause: The company is on the included allowance, which is 25 per day and 100 per month on the shared sender or 500 per day and 5,000 per month with a verified domain.
- Verify a custom domain to raise the included allowance.
- Open Settings > Email & sending > Sending plan, or select Add sending capacity on the sending status card, to compare paid monthly plans.
- Have the billing manager choose a plan through Stripe; the larger capacity applies after payment is confirmed.
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