Configure the SMTP Settings
To configure your outgoing e-mail service, perform the following steps:
|Sign in to the Home Portal of XTRF Platform.|
|Click the configuration icon.|
|In the accordion menu click the General Configuration and then select the Advanced Configuration.|
|In the System tab select the E-mail sub-tab.|
|Click the Edit button to go to the edit mode.|
In the SMPT Server field provide the outgoing e-mail server.
Server Port Number
If you require to add a port number to the outgoing e-mail server, you can do as follows:
|In the E-mail Address field provide the e-mail address of the account from which the messages will be sent.|
|Select the Authorization Required checkbox if the access to your e-mail server is restricted with a log in and password.|
|In the E-mail Login field provide the login required for the Home Portal to gain access to your e-mail server.|
|In the Password field provide the password required to gain access to your e-mail server.|
In the Connection Type drop-down menu select the type of the security protocol used for communication between the Home Portal and your e-mail server:
In the Set Sender's E-mail Address in drop-down menu select where the Home Portal should put the sender's address:
With the E-mail Sender Name radio button select the format which should be used in the signature of the e-mail messages:
(Optional) Select the Redirect All Mail to Admin checkbox if you want all e-mail messages from your Home Portal to be sent to the Portal administrator's mailbox.
You may use this option at the implementation stage, for example when you are testing the e-mail templates and you do not want any trash mail to be sent to your clients and vendors.
You may test if all settings above are correct:
You have configured the SMTP settings.
Configure the Attachments
|Select the Attachments Allowed in CRM checkbox, if you want to allow attaching files to the e-mail messages sent from the CRM module.|
In the Max Attachment Size] (0 - Unlimited) field provide the value of the attachment file size limit.
If you set the value to 0 there will be no limit for the file size attached to the CRM e-mail.
|You have configured the attachment settings.|
Configure the CRM Bulk Mailing
Some e-mail servers do not allow you to send a large number of e-mail messages in a short period of time. In this case, you can change the queuing settings in order to make the Home Portal send fewer e-mails and ensure that all e-mails are delivered and not treated as junk mail.
|Select the Queuing Enabled checkbox if you want the Home Portal to start queuing the CRM e-mails.|
|In the Bulk Sending Interval (in seconds) field provide the value of the time interval the Home Portal should wait before sending the next volume of messages.|
|In the Bulk Size (e-mail messages) field provide the number of e-mail messages that will be sent at the same time.|
|You have configured the CRM Bulk Mailing.|
Click the Save button at the bottom of the page to save your settings in the Home Portal.