How to Manage Your New SMTP

SMTP (Simple Mail Transfer Protocol) is the backbone of sending emails across the internet. Whether youโ€™re setting up transactional or marketing emails, integrating your SMTP correctly ensures reliable delivery. Follow the steps below to manage and configure your new SMTP in the CRM.

๐Ÿ”ง Steps to Add and Manage SMTP

โœ… Step 1: Open the CRM Panel

Navigate to the side menu and click on the CRM option.

Navigate to CRM

โœ… Step 2: Go to Settings

Click on the Settings button to access your CRM configuration options.

Click Settings button

โœ… Step 3: Open the Settings Panel

The Settings panel will appear, showing all configuration options.

Settings panel view

โœ… Step 4: Click Add New SMTP

Select the Add SMTP button to initiate SMTP configuration.

Add SMTP button location

โœ… Step 5: Enter SMTP Details

Fill in the required details in the dialog box, including your API Key or other necessary credentials.

SMTP input fields

โœ… Step 6: Click Add

After entering all the details, click on the Add button at the bottom of the dialog box.

Add SMTP confirmation Add SMTP confirmation

โœ… Step 7: SMTP Added Successfully

Your SMTP settings will be updated and ready to use.

๐Ÿ’ก Pro Tip:

Always test your SMTP settings by sending a test email to ensure successful configuration and deliverability.