Email server

This section helps you configure the various requirements with respect to running your email campaigns.

Define and configure an email server along with associated email accounts. Administrators can set up email accounts, allowing the system to connect with external mail services such as POP3, SMTP, or IMAP servers.

When you configure your email server, you can perform the following tasks:

• Receive emails from your customers and enable agents to respond to them.

• Send email messages as part of your outbound campaigns.

Follow these steps to create an email server:

1. In the Name field, enter a unique name for the email server configuration.

2. In the Server type section, select SMTP or SendGrid. This defines how the system sends emails through an SMTP server or the SendGrid service.

   1. SMTP: Sends emails through the organization’s email server by using standard email protocols. This option is used when the email infrastructure is managed internally.

   2. Sendgrid: Sends emails through the SendGrid service. This option supports high-volume and transactional email delivery with delivery reliability and tracking.

3. In the Sender email field, enter the email address used as the sender for outgoing emails.

4. In the Reply to field, enter the email address used to receive replies.

5. In the Email API token field, enter the API token provided by SendGrid. This token authenticates the system with SendGrid and supports secure email delivery.

   Note: This is applicable if server type is SendGrid.

6. In Outgoing mail server section, do the following:

   Note: This is applicable if server type is SMTP.

   1. In the SMTP field, enter the SMTP server address. This specifies the mail server used to send outbound emails.

   2. In the SMTP port field, enter the port number used by the SMTP server. This defines the network port used to connect to the mail server.

   3. In the SMTP user name field, enter the username for SMTP authentication. This verifies permission to send emails through the configured server.

   4. In the SMTP password field, enter the password associated with the SMTP user. This secures access to the SMTP server.

7. In Incoming mail server section, do the following:

   Note: This is applicable if server type is SMTP.

   1. In the POP3 or IMAP field, enter the incoming mail server address. This defines the server used to retrieve incoming emails.

   2. In the POP3 or IMAP port field, enter the port number for incoming mail retrieval. This defines how the system connects to the incoming mail server.

   3. In the POP3 or IMAP user name field, enter the username for the incoming mail server. This authenticates access to retrieve customer emails.

   4. In the POP3 or IMAP password field, enter the password for the incoming mail server. This secures access to incoming emails and supports reliable message retrieval.

8. Click Create to save the Email Server configuration.

Edit Email Server

To update an Email Server:

1. Select the Email Server you want to update.

2. Select Edit to modify the details.

3. Update the required fields and click Done to save the changes.

Delete Email Server

Email Server is removed from the system permanently when you delete it.

Important: This action cannot be undone.

1. Select the Email Server you want to remove.

2. Select Delete. A confirmation window opens with a warning that the action cannot be reversed.

3. Review the Email Server name in the confirmation message to confirm that you are deleting the correct Email Server.

   Warning: Are you sure you want to delete this Email Server?

4. Select Delete to remove the Email Server permanently.