SugarCRM How-To - Set up a Bounce Handler

In order to send Campaign emails out, you will need to have at least one Bounce Handler configured.

Read on to find out how to set it up

The bounce handler not only specifies the name and address that the Campaign will be sent out as, but also defines who the Reply should go to if someone presses "Reply" when they have received the email (it is not advisable to use a REAL person's email box as the From address and bounceback mailbox as this will receive lots of "junk" which the Sugar system uses to report on which, if deleted before Sugar has looked into the mailbox, will not get reported against the campaign.

To configure the Bounce Handler account, go to Admin in your SugarCRM system and click on Inbound Email.


Hover over the Inbound Email tab and select "New Bounce Handling Account".


You wil be presented with the Bounce Handler setup screen as below.


You will need to provide the following information:

Name (Required Field) - This is the name you will use to select the Bounce Handler when creating your campaigns.

Mail Server Address - Either the Fully Qualified Name or IP address of the mail server where the mailbox which will be handling the non delivery reports resides.

Mail Server Protocol - IMAP is the option to select for bounce back reporting. If you merely want to use the bounce handler for sending campaigns and don't want to see which mails weren't delivere, click NONE

Mail Server Port - You shouldn't need to alter this unless your IT staff tell you to.

Use SSL - Select this if you have Secure Socket Layers enabled on the connection to your mailserver (again your IT staff will have this information).

Status - Active (the Bounce Handler is available for users to use) or Inactive (does not show in the available Bounce Handler list).

Username - The username needed to access the mailbox on the Mail Server specified in the Mail Server Address field.

Password - The password for the above username.

Monitored Folders (normally INBOX unless your mailbox has been configured to send incoming mail into another folder)

Trash Folder (normally Deleted Items unless your mailbox has been configured to send delete mails to another folder)

Sent Folder (normally Sent Items unless your mailbox has been configured to store sent mails in another folder)

Email Handling Options:
Assigned to Teams - Which team will any records created by the handler be visible to? (normally Global) This field is only available in Professional Edition.

Import Emails Automatically: Tickbox to say whether the bounced email should be archived in Sugar or not

Create Case from Email: Allows a mailbox to be monitored and create cases in the Sugar system automatically.

Auto Reply Template - Create and/or use a template stored in SugarCRM as an auto response to any email received into the monitored folder.

No Auto-Reply to this domain - select which domains should not receive automatic replies (e.g. microsoft.com)

"From" Name - What name will appear in the recipients mail client as the name of the person who sent your campaign?

"From" Address - What is the address of the bounce handler monitored mailbox?

"Reply-to" Name - if a recipient clicks on "Reply" what is the name of the person they are replying to?

"Reply-to" Address - if a recipient clicks on "Reply" what is the email address of the person they are replying to?

Allow users to send emails using the "From" Name and Address as the reply to address - gives the option for users of the Sugar system to send emails from the Sugar email client using this mail handler.

Number of Auto-responses - How many emails will the bounce handler reply to before stopping sending any more auto-responses.

It is Strongly advised that you use the Test Settings button before pressing Save as saving away invalid settings can result in your browser hanging as the server attempts to test the settings in the background.

Mike Gee's picture

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