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LC - Email

How to Migrate My Agency Over to LC - Email

November 25, 20223 min read

If you are an existing client with Mailgun or SMTP integrated into your CRM please follow the guide below.

If you are a 'New Agency' and have not integrated any SMTP/Mailgun provider you are already on LC - Email by default. You can check by testing

LC - Email is designed to help agencies avoid the hassle of signing up for Mailgun or any 3rd party email service provider. In the past, when an agency signed up they would need to either integrate with Mailgun or another email service provider to send/receive emails.

With LC - Email, sending & receiving email works right out of the box, on every subaccount. This article will help you migrate your Agency and sub-accounts over to the LC - Email.


How to migrate over to LC - Email


Head into your
Agency Settings > Mailgun. If you see the button 'Use LC - Email' please click and follow the prompts:
 

If you do not see the 'Use LC - Email' button shown above please follow these steps

Please Note:

Clicking the 'Use LC - Email' button will not affect sub-accounts that already have SMTP or Mailgun integrated, please follow the steps below to remove the existing SMTP/mailgun.

After clicking the 'Use LC - Email' button all new accounts will automatically switch over to LC - Email. You can still configure new accounts away from LC- Email by integrating your own Mailgun or SMTP.


If you do not see the 'Use LC - Email' button shown above please follow these steps

To migrate your agency over to LC - email we will need to remove all email connections to the CRM, just like a brand new agency account.

If you would like a specific sub-account to remain using its own SMTP please leave it integrated on the sub-account level.

Only sub-accounts that have no email integration will be on LC-Email.

1. Let's start by removing all SMTP email providers first on the sub-account level or whichever sub-accounts you'd like to switch over to LC - Email. 

Head into your sub-account settings > If the Location / Sub-account is using SMTP please remove all SMTP integration first, then proceed with Mailgun integration which is done on the agency level (we'll cover that below).

Please Note:

If you did not remove the SMTP first from the sub-account level and now you cannot remove your 'default provider' as its selected (blue dot) please reach out to support and we can remove this.

2. Next, if you have Mailgun/SMTP integrated on the agency level you're going to want to head into your Agency View> Settings and remove all SMTP Service connections first (where applicable), then continue to remove Mailgun.

If you have an SMTP integrated please remove it, If not please skip to the next step.

If you have Mailgun integrated please click the 'Edit' button below and continue to step below (Agency Level)

Type 'Confirm' > Click 'Change Now'

Click 'Delete connection'

3. Lastly, let's remove the Agency Mailgun API Key and Token (if applicable)

Head into your agency settings > Mailgun > Click on the 'pencil' up top and remove the token and API key.

Your Agency Settings > Mailgun should look like this:

If your sending domain is listed below you have officially switched over to LC - Email

mg.msgsndr.org

mg.msgsndr.net

replies001.msgsndr.com

replies.msgsndr.com

replies000.msgsndr.com

ec1.msgsndr.org

ec1.msgsndr.net

Please note: 

Custom domains will be supported soon! Please check back later for more info


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