@cakemail-org/cakemail-cli 1.7.0 → 2.0.0

package/docs/user-manual/03-email-operations/01-senders.md

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+# Senders
+
+Manage and verify sender email addresses for transactional emails and campaigns.
+
+## Overview
+
+Senders are verified email addresses you can send from. Before sending emails, you must:
+1. **Create a sender** with email and name
+2. **Verify the email** by clicking confirmation link
+3. **Use verified sender** in emails/campaigns
+
+**Why verification is required:**
+- Prevents email spoofing
+- Improves deliverability
+- Reduces spam complaints
+- Required by email providers
+
+## Sender Commands
+
+### List Senders
+
+```bash
+cakemail senders list [options]
+```
+
+**Options:**
+- `-l, --limit <number>` - Results per page
+- `-p, --page <number>` - Page number
+- `--sort <sort>` - Sort order
+- `--filter <filter>` - Filter results
+
+**Examples:**
+```bash
+# All senders
+cakemail senders list
+
+# Confirmed senders only
+cakemail senders list --filter "confirmed==true"
+
+# Sort by email
+cakemail senders list --sort "+email"
+
+# Unconfirmed senders
+cakemail senders list --filter "confirmed==false"
+```
+
+### Get Sender Details
+
+```bash
+cakemail senders get <sender-id>
+```
+
+**Example:**
+```bash
+cakemail senders get abc123
+```
+
+**Output:**
+```json
+{
+  "id": "abc123",
+  "name": "John Doe",
+  "email": "john@example.com",
+  "confirmed": true,
+  "confirmed_on": "2024-06-15T10:00:00Z",
+  "created_on": "2024-06-15T09:50:00Z"
+}
+```
+
+### Create Sender
+
+```bash
+cakemail senders create \
+  -n "Sender Name" \
+  -e "sender@example.com"
+```
+
+**Required Options:**
+- `-n, --name <name>` - Display name for sender
+- `-e, --email <email>` - Email address (must be valid)
+
+**Examples:**
+```bash
+# Personal sender
+cakemail senders create \
+  -n "John Doe" \
+  -e "john@example.com"
+
+# Business sender
+cakemail senders create \
+  -n "Acme Support" \
+  -e "support@acme.com"
+
+# No-reply sender
+cakemail senders create \
+  -n "Acme Notifications" \
+  -e "noreply@acme.com"
+```
+
+**After creation:**
+1. Confirmation email sent to the address
+2. Click confirmation link in email
+3. Sender becomes verified
+
+### Update Sender
+
+```bash
+cakemail senders update <sender-id> [options]
+```
+
+**Options:**
+- `-n, --name <name>` - Update display name
+- `-e, --email <email>` - Update email (requires re-verification)
+
+**Examples:**
+```bash
+# Update name
+cakemail senders update abc123 -n "John Smith"
+
+# Update email (triggers new confirmation)
+cakemail senders update abc123 -e "john.smith@example.com"
+
+# Update both
+cakemail senders update abc123 \
+  -n "John Smith" \
+  -e "john.smith@example.com"
+```
+
+**Note:** Changing email requires re-verification.
+
+### Confirm Sender
+
+Verify sender using confirmation ID from email:
+
+```bash
+cakemail senders confirm <confirmation-id>
+```
+
+**How to get confirmation ID:**
+1. Create sender
+2. Check email inbox
+3. Click confirmation link or copy ID from link
+4. Use ID with confirm command
+
+**Example:**
+```bash
+cakemail senders confirm conf_abc123xyz456
+```
+
+### Resend Confirmation
+
+If you didn't receive the confirmation email:
+
+```bash
+cakemail senders resend-confirmation <sender-id>
+```
+
+**Example:**
+```bash
+cakemail senders resend-confirmation abc123
+```
+
+### Delete Sender
+
+```bash
+cakemail senders delete <sender-id> [--force]
+```
+
+**Examples:**
+```bash
+# Interactive confirmation
+cakemail senders delete abc123
+
+# Skip confirmation
+cakemail senders delete abc123 --force
+```
+
+**Warning:** Cannot delete senders used in active campaigns.
+
+---
+
+## Verification Process
+
+### Step-by-Step
+
+**1. Create sender:**
+```bash
+cakemail senders create \
+  -n "John Doe" \
+  -e "john@example.com"
+```
+
+**2. Check email:**
+- Email sent to `john@example.com`
+- Subject: "Confirm your sender email"
+- Contains confirmation link
+
+**3. Confirm (Option A - Click link):**
+- Click link in email
+- Redirects to confirmation page
+- Sender automatically verified
+
+**3. Confirm (Option B - Use CLI):**
+```bash
+# Get confirmation ID from email
+cakemail senders confirm conf_abc123xyz456
+```
+
+**4. Verify confirmation:**
+```bash
+cakemail senders get abc123
+# Check: "confirmed": true
+```
+
+### Troubleshooting Verification
+
+**Didn't receive email:**
+```bash
+# Resend confirmation
+cakemail senders resend-confirmation abc123
+
+# Check spam folder
+# Check email address is correct
+# Wait a few minutes
+```
+
+**Confirmation link expired:**
+```bash
+# Resend confirmation (generates new link)
+cakemail senders resend-confirmation abc123
+```
+
+**Wrong email address:**
+```bash
+# Update to correct email
+cakemail senders update abc123 -e "correct@example.com"
+
+# New confirmation sent to correct address
+```
+
+---
+
+## Using Senders
+
+### In Transactional Emails
+
+```bash
+cakemail emails send \
+  -t recipient@example.com \
+  -s "Subject" \
+  --html "<p>Content</p>" \
+  --from-email john@example.com \
+  --from-name "John Doe"
+```
+
+### In Campaigns
+
+```bash
+cakemail campaigns create \
+  -n "Campaign" \
+  -l <list-id> \
+  -s <sender-id> \
+  -t <template-id>
+```
+
+### Default Sender
+
+Set a default sender in your account settings (via dashboard), or always specify with `--from-email`.
+
+---
+
+## Sender Management
+
+### Organizing Senders
+
+**By purpose:**
+- Marketing: `marketing@example.com`
+- Transactional: `orders@example.com`, `support@example.com`
+- Notifications: `noreply@example.com`
+
+**By brand:**
+- Main brand: `hello@acme.com`
+- Sub-brands: `hello@acmewidgets.com`
+
+### Best Practices
+
+#### 1. Verify All Senders Immediately
+
+```bash
+# Create sender
+ID=$(cakemail senders create -n "Support" -e "support@example.com" | jq -r '.id')
+
+# Check email and confirm right away
+cakemail senders confirm <confirmation-id>
+```
+
+#### 2. Use Descriptive Names
+
+```bash
+# ✅ Good
+cakemail senders create -n "Acme Support Team" -e "support@acme.com"
+cakemail senders create -n "Acme Orders" -e "orders@acme.com"
+
+# ❌ Avoid
+cakemail senders create -n "Sender 1" -e "support@acme.com"
+```
+
+#### 3. Separate Transactional and Marketing
+
+```bash
+# Transactional
+cakemail senders create -n "Orders" -e "orders@example.com"
+cakemail senders create -n "Support" -e "support@example.com"
+
+# Marketing
+cakemail senders create -n "Newsletter" -e "news@example.com"
+```
+
+#### 4. Don't Delete Active Senders
+
+```bash
+# Check usage first
+cakemail campaigns list --filter "sender_id==abc123"
+
+# If campaigns exist, don't delete
+```
+
+#### 5. Keep Senders List Clean
+
+```bash
+# List unconfirmed senders
+cakemail senders list --filter "confirmed==false"
+
+# Delete or resend confirmation
+```
+
+---
+
+## Practical Examples
+
+### Example 1: Setup New Domain
+
+```bash
+#!/bin/bash
+# setup-senders.sh - Setup senders for new domain
+
+DOMAIN="example.com"
+
+# Create senders
+cakemail senders create -n "No Reply" -e "noreply@$DOMAIN"
+cakemail senders create -n "Support" -e "support@$DOMAIN"
+cakemail senders create -n "Orders" -e "orders@$DOMAIN"
+cakemail senders create -n "Marketing" -e "marketing@$DOMAIN"
+
+echo "Senders created. Check email to verify."
+```
+
+### Example 2: Verify All Pending
+
+```bash
+#!/bin/bash
+# verify-pending.sh - List unverified senders
+
+echo "Unverified senders:"
+cakemail -f table senders list --filter "confirmed==false"
+
+echo ""
+echo "Resend confirmations? (y/n)"
+read -r response
+
+if [ "$response" = "y" ]; then
+  # Get IDs of unconfirmed senders
+  IDS=$(cakemail -f json senders list --filter "confirmed==false" | jq -r '.data[].id')
+
+  for ID in $IDS; do
+    echo "Resending confirmation for $ID..."
+    cakemail senders resend-confirmation "$ID"
+  done
+
+  echo "Confirmation emails sent!"
+fi
+```
+
+### Example 3: Audit Senders
+
+```bash
+#!/bin/bash
+# audit-senders.sh - Check sender status
+
+echo "=== Sender Audit ==="
+echo ""
+
+TOTAL=$(cakemail -f json senders list --limit 1 | jq '.total')
+CONFIRMED=$(cakemail -f json senders list --filter "confirmed==true" --limit 1 | jq '.total')
+UNCONFIRMED=$(cakemail -f json senders list --filter "confirmed==false" --limit 1 | jq '.total')
+
+echo "Total senders: $TOTAL"
+echo "Confirmed: $CONFIRMED"
+echo "Unconfirmed: $UNCONFIRMED"
+echo ""
+
+if [ "$UNCONFIRMED" -gt 0 ]; then
+  echo "Unconfirmed senders:"
+  cakemail -f compact senders list --filter "confirmed==false"
+fi
+```
+
+---
+
+## Domain Configuration
+
+### DNS Setup
+
+For best deliverability, configure these DNS records:
+
+**SPF Record:**
+```
+v=spf1 include:_spf.cakemail.com ~all
+```
+
+**DKIM Record:**
+Configure via Cakemail dashboard
+
+**DMARC Record:**
+```
+v=DMARC1; p=none; rua=mailto:dmarc@example.com
+```
+
+**Check DNS:**
+```bash
+# Check SPF
+dig +short TXT example.com | grep spf
+
+# Check DKIM
+dig +short TXT default._domainkey.example.com
+```
+
+---
+
+## Troubleshooting
+
+### Cannot Send Emails
+
+**Check sender verification:**
+```bash
+cakemail senders list --filter "email==sender@example.com"
+# Verify: "confirmed": true
+```
+
+**If unconfirmed:**
+```bash
+cakemail senders resend-confirmation <id>
+```
+
+### "Sender not found" Error
+
+**Verify sender exists:**
+```bash
+cakemail senders list
+```
+
+**Check sender ID:**
+```bash
+# Get correct ID
+ID=$(cakemail senders list --filter "email==sender@example.com" | jq -r '.data[0].id')
+echo $ID
+```
+
+### Confirmation Email Not Arriving
+
+**Possible causes:**
+1. Spam folder - Check spam/junk
+2. Email typo - Verify address is correct
+3. Email server delay - Wait 5-10 minutes
+4. Blocked email - Check email server logs
+
+**Solutions:**
+```bash
+# Verify email address
+cakemail senders get <id>
+
+# Update if wrong
+cakemail senders update <id> -e "correct@example.com"
+
+# Resend
+cakemail senders resend-confirmation <id>
+```
+
+---
+