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 to CRM and go to the left side menu
Scroll down and hit the System Settings>SMTP Accounts
If already configured, the list of the SMTPs will be displayed on this page.
Also, on the table 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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Account Name: for example, Demo Account
Account Type: which can be set as Campaigns | Customer Service | 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
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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 | 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
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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
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.