SMTP Settings Configuration

  • Updated

The Simple Mail Transfer Protocol is required for Impact CRM to send out emails.

To set up your SMTP, navigate to:

Settings → Portal→ SMTP Settings → Profiles → New

Users permissions Required

Create SMTP Settings

To create a new SMTP settings

View SMTP Settings

To view the Created SMTP settings

Update SMTP Settings

To edit the created SMTP settings

Delete SMTP Settings

To delete the existing SMTP settings

How to Test your SMTP configuration:

To test the SMTP that has been set as primary go to:

Settings → Emails → Customers Template/User Template

  1. Press on the 3 dots in the action column

  2. Select the ''Send Test'' option

  3. Type out the email recipient

  4. Press Send Test

  5. Check your email inbox

If an email was received then the configuration was successful.

Important Note:

  1. User is allowed to create multiple SMTP Mail Profiles but the system will only use the profile that has been marked as ‘'primary’'.

  2. You are advised not to use a personal email.

  3. Always user an application password.

  4. Limits(https://docs.microsoft.com/en-us/office365/servicedescriptions/exchange-online-service-description/exchange-online-limits?redirectedfrom=MSDN#receiving-and-sending-limits)

  5. Contact your mail provider to configure your SMTP according to the best practices to avoid spam emails.

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