Outcome
You will verify the email sender setup, maintain the campaign signature, follow only currently available social controls, and know where detailed campaign and domain workflows continue.
Navigation path
Settings > Email & sending > Social accounts
Access
Email sending and enabled social publishing require the applicable active subscription and account permission. Instagram is marked Coming soon, and LinkedIn appears only when the production feature is enabled.
On this page
What you will accomplish
Goals
- Read sender readiness accurately
- Open domain setup when needed
- Save the intended email signature
- Connect or disconnect only a visible supported social account
Settings support the publishing workflows
Configure identity and connection state here, then create and verify content in the dedicated workflow.
Email or Social settings
Sender, signature, or connection
Campaign or listing post
Preview or test
Send or publish
- Email or Social settingsSender, signature, or connection
- Sender, signature, or connectionCampaign or listing post
- Campaign or listing postPreview or test
- Preview or testSend or publish
Before you start
Data, sources, and access to prepare
- A signed-in CREBuilder account
- An active subscription for paid sending controls
- Authorized sender and domain information
- Permission to connect the intended personal social account
Prepare these details
- Confirm the sender identity used for campaigns
- Decide whether the optional sending domain is needed
- Prepare a concise compliant signature
- Confirm ownership of the social account
- Use only controls visible in the current production page
Complete the task
- 1
Open Email & sending
Settings
Select Email & sending.
Expected result: Sending status, the setup checklist, domain setup, and signature controls appear.
If this does not happen: Review the paid-feature notice if sending controls are unavailable.
- 2
Read the sending status
Email & sending > Sending status
Review the CREBuilder Mail status card.
Expected result: You understand whether the account is ready to send or needs a listed setup action.
If this does not happen: Follow the exact status message instead of an older integration screenshot.
- 3
Review the setup checklist
Email & sending > Sending status
Read each incomplete checklist item.
Expected result: The remaining sender setup work is identified.
If this does not happen: Refresh once if a just-completed item still appears incomplete.
- 4
Open domain setup
Email & sending > Sending domain
Expand the sending-domain control when custom authentication is needed.
Expected result: The current domain instructions and verification state appear.
If this does not happen: Use the dedicated domain-authentication guide if DNS access or records are unclear.
- 5
Review earlier connections
Email & sending > Earlier email connections
Expand the history only when that section appears.
Expected result: Retired or unavailable provider records are visible as historical context.
If this does not happen: Contact support instead of attempting to recreate a withdrawn integration.
- 6
Edit the email signature
Email & sending > Email signature
Enter the approved campaign signature.
Expected result: The signature preview reflects the intended sender identity.
If this does not happen: Remove unsupported or excessive formatting if the preview is distorted.
- 7
Save the email signature
Email signature card
Select the signature save action once.
Expected result: CREBuilder confirms the stored signature.
If this does not happen: Wait for the save to finish before retrying.
- 8
Open Social accounts
Settings
Select Social accounts.
Expected result: The currently available account cards appear.
If this does not happen: A missing card can mean the production feature is not enabled for this account.
- 9
Inspect the provider state
Social accounts > intended provider card
Read the Connected or Coming soon label.
Expected result: You know whether the provider can be used now.
If this does not happen: Do not treat Coming soon as a working publishing control.
- 10
Connect the supported account
Social provider card
Select Connect when the enabled provider and subscription permit it.
Expected result: The provider authorization page opens.
If this does not happen: Return without approving if the provider identity is not the intended one.
- 11
Approve the provider authorization
Provider authorization page
Authorize the intended account.
Expected result: CREBuilder returns to Settings with a Connected confirmation.
If this does not happen: Retry from the provider card after resolving any displayed OAuth error.
- 12
Disconnect an obsolete account
Connected social provider card
Select Disconnect when that connection should no longer be used.
Expected result: The card no longer reports the obsolete active connection.
If this does not happen: Reconnect the correct account if the wrong connection was removed.
- 13
Verify in the destination workflow
Email Blasts or supported listing-post workflow
Open one preview without publishing.
Expected result: The expected signature or connected identity appears in context.
If this does not happen: Return to Settings before sending or publishing if the identity is wrong.
Availability and ownership reference
| Control | What it manages | Important boundary |
|---|---|---|
| CREBuilder Mail status | Current sender readiness | Follow the live status and checklist |
| Sending domain | Optional authenticated domain setup | DNS verification can take time and needs authorized access |
| Email signature | Reusable supported campaign signature | Verify it in a campaign preview |
| Earlier email connections | Historical provider records | Not an invitation to reconnect a withdrawn service |
| LinkedIn card | Personal social connection when production-enabled | Can be hidden by current feature availability |
| Instagram card | Planned integration status | Coming soon is not a publishing workflow |
Connections are user-specific
The Social page states that connections apply only to the signed-in user account. Confirm the provider identity before authorizing it.
Verify before you finish
- Sending status was read from the live page
- Incomplete setup items have owners
- The saved signature is correct in preview
- No retired provider was treated as available
- Only a visible supported social provider was connected
- The connected identity is correct
Troubleshooting and next steps
Email sending remains unavailable.
Likely cause: The subscription, mail access status, checklist, or domain state may not be complete.
- Read the paid-feature notice and status card.
- Complete the listed setup item.
- Use the detailed email setup guide for the sender workflow.
A former email provider appears under Earlier email connections.
Likely cause: The record is retained as historical disclosure after the option was retired or withdrawn.
- Do not attempt to use it for sending.
- Contact support if the record appears incorrect.
LinkedIn is not visible.
Likely cause: The production feature flag may be disabled for the account.
- Use only currently visible controls.
- Do not follow hidden or internal connection instructions.
Instagram cannot be connected.
Likely cause: The card is marked Coming soon.
- Do not attempt an unsupported connection.
- Return when the production card offers an enabled Connect action.
Final verification
- Social provider card: The provider authorization page opens.
- Provider authorization page: CREBuilder returns to Settings with a Connected confirmation.
- Connected social provider card: The card no longer reports the obsolete active connection.
- Email Blasts or supported listing-post workflow: The expected signature or connected identity appears in context.
- No blocking warning, failed status, or unresolved validation message remains in the completed workflow.