SMTP Accounts

What is an SMTP or Email Server

The SMTP stands for Simple Mail Transfer Protocol, and it’s an application used by mail servers to send, receive, and/or relay outgoing mail between email senders and receivers.

Without an SMTP server, your email wouldn’t make it to its destination.

Additionally, the SMTP server verifies that the outgoing email is from an active account, acting as the first safeguard in protecting your inbox from illegitimate email. It also will send the email back to the SMTP sender if it can’t be delivered. This informs the sender that they have the wrong email address or that their email is being blocked by the receiving server.

Some examples of SMTPs are:

Where to find the SMTP in CRM

The SMTP section can be found as per the below instructions.

1. Log in to CRM and go to the left side menu

2. Scroll down and hit the System Settings>SMTP Accounts
   
   

   Open

   

3. If already configured, the list of the SMTPs will be displayed on this page.
   
   

   Open

   

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

To create a new SMTP account in CRM, just click on the + Create new button on the right of the page

and then follow one of the below instructions depending on how the SMTP is going to be used:

• An External Provider

• An Internal Provider

Set up the SMTP Account for an External Provider

SMTPs configured as External Providers are going to be managed by Mailgun.

Once this is done, please follow the below instructions to set up the External SMTP:

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

• Domain: which is the part of the email address after the @. For example, for the support@dfogpc.com, the domain is dfogpc.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

2. Once you have filled in all details, just click on the Save button (see the below example)

Set up the SMTP Account for an Internal Provider

SMTPs configured as Internal Providers are going to be managed by an internal server.

1. 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

2. Once you have filled in all details, just click on the Test button, so the below tab will pop up:

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 (see the below example)

How to edit an SMTP

To edit a SMTP, once you are on the SMTP Accounts page:

1. Go to the right side of the page on the Actions Column

2. Click on the Edit button of the SMTP that you need to edit
   
   

3. 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:

1. Go to the right side of the page on the Actions Column

2. Click on the Delete button of the SMTP that you need to edit
   
   

3. An alert message will pop up if the SMTP is currently in use, informing the user that active campaigns are linked to it

4. By clicking on the Delete button the SMTP Account will be removed from the instance.