What is SMTP Integration? SMTP (Simple Mail Transfer Protocol) is essential for sending emails over the internet. By integrating your preferred SMTP provider with your CRM, you can improve email delivery control and use a preferred email service for communications. How to Set Up SMTP Integration Configure for the Entire Agency: 1. Open Settings: Access the CRM dashboard and go to Settings > Email Services. 2. Add Your SMTP Provider: Enter your SMTP provider details, which will apply to all locations unless a specific SMTP setup is configured for individual locations. Configure for Specific Locations: 1. Select the Location: Choose the specific location where SMTP integration is required. 2. Add SMTP Provider: Go to Settings > Email Services within the chosen location and configure the SMTP provider for that specific location. Selecting Your SMTP Provider The CRM supports various SMTP providers. G Suite users benefit from a simplified setup process. Important Considerations Sender Email Matching: Ensure the email address used in CRM workflows or bulk emails matches the one integrated with your SMTP provider. Some providers allow email verification, which helps if the sender email is not an exact match. Testing SMTP Setup: Verify that the sender email matches the SMTP-integrated email during tests. For delivery issues, check the SMTP provider’s error logs and be aware of sending limits. Email Analytics Currently, only Mailgun provides detailed email analytics (such as delivery, bounce rates, open rates, and click-through rates) within the CRM. Other SMTP providers may offer limited data. Troubleshooting and Frequently Asked Questions Common Problems: Updating Default Providers: Disable email functionality temporarily when changing SMTP providers to avoid billing issues. Integration Issues: Use the CRM’s diagnostic tool to test SMTP settings. For persistent problems, contact your SMTP provider for support. FAQs: Can I use email aliases with my SMTP provider? Yes, SMTP providers like Google SMTP support aliases, allowing you to send emails from various addresses within the same domain.