SMTP, Simple Mail Transfer Protocol, is an integral component used by mail servers to send, receive, and relay outgoing mail between email senders and receivers. Without SMTP, your email wouldn't reach its destination. Examples of SMTP providers include Gmail, Outlook, Yahoo, and Comcast, among others.

The SMTP section can be found as per the below instructions:

1. Log in to CRM and go to the left side menu
2. Scroll down and hit the System Settings > SMTP Accounts
   
3. If already configured, the list of the SMTPs will be displayed on this page.
   

Creating a New SMTP Account in WowPay

1. Click on the '+ Create new' button on the right of the page.

●      Depending on how the SMTP is going to be used, follow one of the below instructions:

Set up the SMTP Account for an External Provider

SMTPs configured as External Providers are managed by Mailgun. Therefore, ensure that Mailgun has been verified. To do this, click on the Domain Verification Walkthrough link and follow the steps. Once done, follow the instructions below to set up the External SMTP. The information required, available inside your SMTP account, includes:

●      Account Name: For example, "Demo Account"

●      Account Type: Set as either Campaigns | Customer Service | System Account

●      Domain: This is the part of the email address after the @. For example, if the email is support@dfogpc.com, the domain is dfogpc.com

●      Email: Add the email that is linked to this Email Server (SMTP), for example, Demo@emanagecrm.com

●      From Name: For example, "Demo Support"

●      The 'Is Active?' toggle needs to be switched to ON

After filling in all the details, click on the 'Save' button.

Set up the SMTP Account for an Internal Provider

SMTPs configured as Internal Providers are managed by an internal server. The information required, available inside your SMTP account, includes:

●      Account Name: For example, "Demo Account"

●      Account Type: Set as either Campaigns | Customer Service | System Account

●      Host: Provide the SMTP Settings, for example, smtp.gmail.com

●      Email: Add the email that is linked to this Email Server (SMTP), for example, Demo@emanagecrm.com

●      From Name: For example, "Demo Support"

●      Port: This is typically a number like 587

●      User: For example, Demo@emanagecrm.com

●      Password

●      The 'Is Active?' toggle needs to be switched to ON

●      The 'TLS/SSL' toggle needs to be switched to ON

After filling in all details, click on the 'Test' button. A tab will pop up where you can add your email, click on the 'Send' button, and the system will trigger a test email to the email you have provided with a Confirmation Code. Copy and paste the code into the second field of the tab and click on confirm the test and the SMTP is finally ready.

Editing an SMTP

To edit a SMTP, navigate to the SMTP Accounts page, go to the right side of the page on the Actions Column, click on the 'Edit' button of the SMTP that you need to edit. You will then be redirected to the SMTP Account settings, where you can make the necessary updates.

Deleting an SMTP

To delete an SMTP, navigate to the SMTP Accounts page, go to the right side of the page on the Actions Column, click on the 'Delete' button of the SMTP that you wish to delete. An alert message will pop up if the SMTP is currently in use, informing you that active campaigns are linked to it. Click on the 'Delete' button to remove the SMTP Account from the instance.

In the Ticket Mailboxes section, you can set up the email inboxes used by the Customer Service team to send and receive emails.

Creating a New Ticket Mailbox

1. Click on the '+ Create New' button.
2. Fill in all the fields on the Ticket Mailboxes page.
3. Click on the 'Save' button.

Editing a Ticket Mailbox

1. Click on the Edit button
   
2. Update the details and click on the Save button
   

Deleting a Ticket Mailbox

1. Click on the Delete button
   
2. Confirm the action, and the address will be removed.

Viewing Ticket Mailbox History

Click on the 'See Running History' button, and a tab will pop up with all ticket mailbox history.