SMTP is a protocol used for sending emails across the internet. Setting up an SMTP provider in your CRM allows for greater control over email deliverability and the flexibility to use your preferred email service. Whether at the agency or sub-account level, proper integration ensures seamless email communication.

Agency-Level SMTP Setup #

To configure an SMTP provider at the agency level, navigate to Settings > Email Services > Add Service. This is where you can add your SMTP provider, affecting all locations without a specific SMTP configuration.

Location Specific Setup #

Switch to a specific Location (Sub-Account) by clicking on the desired location. Go to Settings > Email Services > Add Service to add the SMTP provider for that location only.

Choosing SMTP Providers #

The CRM supports various SMTP providers. For G Suite users, there’s a simplified option that requires fewer details.

Key Considerations #

Sender Email Address Configuration #

• The sender email address used in workflows or bulk emails must match the email address integrated with your SMTP provider.
• Some SMTP providers allow for sender email verification. If your sender email is verified, you can use it even if it doesn’t match the integrated email exactly.

Testing SMTP Integration #

• Ensure the sender email matches the integrated SMTP email when testing.
• If emails fail to deliver, check for errors from the SMTP provider and be aware of any daily sending limits.

Email Statistics #

Currently, only Mailgun provides full email statistics (delivered, bounced, opened, clicked) within the CRM. Other SMTP integrations will show limited stats.

Properly setting up an SMTP provider ensures reliable email communication, whether at the agency or sub-account level. By selecting the right provider and verifying configuration details, you can enhance deliverability and maintain effective email outreach.

Frequently Asked Questions #

How do I change my default SMTP provider? #

Temporarily disable email with billing when modifying your SMTP provider, then configure the new provider under Email Services.

What should I do about integration errors? #

Use the provided tool to test the SMTP settings. Persistent errors may require contacting your SMTP provider for further assistance.

Can I use an email alias with my SMTP integration? #

Yes. For providers like Google SMTP, you can set up aliases to send emails from different addresses within the same domain.

Where do I set up SMTP at the agency level versus a single location? #

For agency-wide setup, go to Settings > Email Services > Add Service. For a single location, switch into that sub-account first, then go to Settings > Email Services > Add Service.

Does the sender email have to match the integrated SMTP email? #

Generally yes, the sender email must match the integrated address. However, if your provider supports sender verification and the address is verified, you can use it even if it doesn’t match exactly.

Which provider gives full email statistics in the CRM? #

Currently only Mailgun reports full statistics (delivered, bounced, opened, clicked) inside the CRM. Other SMTP integrations show limited stats.