2.5.5.3 Setup SMTP

The SMTP (Simple Mail Transfer Protocol) Setup feature in Agency Handy enables agencies to configure their SMTP details for sending emails directly from their workspace. Additionally, agencies can generate unique SMTP keys to authenticate and secure email communications.

Purpose:

Setting up SMTP for email delivery offers several benefits:

• Enhanced Reliability: By configuring SMTP settings, agencies can ensure reliable email delivery directly from their workspace, eliminating reliance on third-party email servers.

• Customization: SMTP setup allows agencies to customize email delivery settings according to their preferences and requirements.

• Security: Generating unique SMTP keys adds an extra layer to email communications, preventing unauthorized access and ensuring data integrity.

Pre-condition to Use the Feature:

• Users must have access to their SMTP server details, including the SMTP server address, port number, and authentication credentials provided by their email service provider.

Steps to Use:

• Access Workspace Configuration: Log in to the AgencyHandy platform and navigate the workspace config settings.

• Navigate to SMTP Setup: Locate and click the "SMTP Setup" option within the workspace configuration menu.

• Enter SMTP Details: Enter the SMTP server address and port number provided by the email service provider. If required, provide authentication credentials such as username and password for SMTP authentication.

• Generate SMTP Keys: Generate unique SMTP keys to authenticate and secure email communications.

• Save Settings: Once the SMTP details and keys are entered, save the configuration settings.

• Verify Configuration: Verify the SMTP setup by sending test emails from the workspace to ensure proper delivery.