Topics explained on this page:
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What is an SMTP or Email Server
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The SMTP section can be found as per the below instructions.
Log in
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to CRM and go to the left side menu
Scroll down and hit the System Settings
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>SMTP Accounts
If already configured, the list of the SMTPs will be displayed on this page.
Also, on the table are is displayed the following information for each SMTP:
The Account Name
What Host is
The email address used by the account
If the SMTP is active in CRM
Last update was made on the account in CRM (see the below example)
How to create a new SMTP Account in CRM
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SMTPs configured as External Providers are going to be managed by Mailgun.
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Therefore, the user needs to make sure that Mailgun has been verified. To do so, please click on the below link and follow the steps: Domain Verification Walkthrough. |
Once this is done, please follow the below instructions to set up the External SMTP:
The information that needs to be provided, which are is available inside your SMTP account, are:
Account Name: for example, Demo Account
Account Type: which can be set as Campaigns I | Customer Service I | System Account
Domain: which is the part of the email address after the @. For example, for the support@dfosupport@dfogpc.globalcom, the domain is dfodfogpc.global com
Email: add the email that is linked to this Email Server (SMTP), for example, Demo@emanagecrm.com
From Name: for example Demo Support
Is Active? toggle needs to be switched to ON
Please find attached below an example of an SMTP configured in CRM as an External Provider:
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2. Once you have filled in all details, just click on the Save button .(see the below example)
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Set up the SMTP Account for an Internal Provider
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SMTPs configured as Internal Providers are going to be managed by an internal server.
The information that needs to be provided, which is available inside your SMTP account, are:
Account Name: for example, Demo Account
Account Type: which can be set as Campaigns | Customer Service I | System Account
Host: it is needed the SMTP Settings, for example, smtp.gmail.com
Email: add the email that is linked to this Email Server (SMTP), for example, Demo@emanagecrm.com
From Name: for example Demo Support
Port: which is a number like 587
User: for example, Demo@emanagecrm.com
Password
Is Active? toggle needs to be switched to ON
TLS/SSL toggle needs to be switched to ON
2. Once you have filled in all details, just click on the Test button, so the below tab will pop up:
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3. Add your email into the first field and click on the Send button, so the system will trigger a test email to the email you have provided with a Confirmation Code
4. Copy and paste the code on the second field of the tab and click on confirm the test and the SMTP is finally ready . Please find attached below an example of an SMTP configured in CRM as an Internal Provider: (see the below example)
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How to edit an SMTP
To edit a SMTP, once you are on the SMTP Accounts page:
Go to the right side of the page on the Actions Column
Click on the Edit button of the SMTP that you need to edit
The page will be redirecting you to the SMTP Account settings, where you can go ahead editing the SMTP information
How to delete an SMTP
To delete an SMTP, once you are on the SMTP Accounts page:
Go to the right side of the page on the Actions Column
Click on the Delete button of the SMTP that you need to edit
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An alert message will pop up if the SMTP is currently in use, informing the user that active campaigns are linked to it
By clicking on the Delete button the SMTP Account will be removed from the instance.