2.5.5 Set Up Emails

Workspace Configuration in AgencyHandy includes various settings related to email management, ensuring efficient and secure communication between agencies and their clients. This feature encompasses setting up email addresses, configuring DKIM and SPF to prevent spam, generating SMTP keys for email transmission, and customizing email templates for consistent communication.

Purpose:

Email Settings offers several advantages:

  • Professional Communication: Configure email settings to ensure professional and reliable client communication channels.

  • Spam Prevention: Generate DKIM and SPF to authenticate emails and reduce the likelihood of emails being flagged as spam.

  • Efficient Email Transmission: Utilize SMTP setup to generate keys for secure and efficient email transmission.

  • Consistent Communication: Customize email templates to maintain consistency in communication, reinforcing brand identity and professionalism.

Pre-condition to Use the Feature:

  • Users should have access to the workspace settings in AgencyHandy to configure email settings.

Here's a breakdown of the available settings:

  • Email Address Setup: Define email addresses from which clients will receive emails. This ensures clients receive communication from recognized and designated email addresses, enhancing trust and credibility.

  • DKIM & SPF Setup: Generate DKIM (Domain Keys Identified Mail) and SPF (Sender Policy Framework) to authenticate emails and prevent spammers from sending unauthorized emails on behalf of the agency. This enhances email deliverability and security.

  • SMTP Setup: Generate SMTP (Simple Mail Transfer Protocol) keys to securely transmit emails between the agency's servers and clients' email servers. This ensures encrypted and authenticated email transmission, safeguarding sensitive information.

  • Email Template Configuration: Customize email templates to align with the agency's branding guidelines and ensure consistent client communication. This includes specifying the sender's email address, dynamic variables for personalized content, subject lines, email body content, and social media links for engagement.

From here, you can,

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