Workspace Config - Email Configuration

Email Configuration in Agency Handy – Frequently Asked Questions

1. What is the purpose of configuring email settings in Agency Handy?

Configuring email settings ensures:

• Professional Communication: Emails are sent from recognized addresses, enhancing credibility.

• Spam Prevention: Implementing DKIM and SPF records authenticates emails, reducing spam risks.

• Efficient Email Transmission: SMTP setup facilitates secure and reliable email delivery.

• Consistent Branding: Custom email templates maintain uniform communication aligned with your brand.

2. Who can configure email settings in Agency Handy?

Only users with administrative access to the Agency Handy workspace can configure email settings.

3. How do I set up the email address from which clients receive emails?

To set up the sender email address:

1. Navigate to Workspace Settings.

2. Select Email Setup.

3. Enter the desired sender email address.

4. Save the changes.asquaredwebsoftware.com.au

4. What are DKIM and SPF, and why are they important?

• DKIM (DomainKeys Identified Mail): Adds a digital signature to emails, verifying the sender's domain and ensuring message integrity.

• SPF (Sender Policy Framework): Specifies authorized mail servers for your domain, preventing unauthorized senders.Cold Email Tool

Implementing both enhances email deliverability and protects against spoofing.Cold Email Tool

5. How do I configure DKIM and SPF records for my domain?

1. Access your domain's DNS settings through your domain registrar.

2. Add the DKIM and SPF records provided by Agency Handy.

3. Save the DNS records.

4. It may take up to 48 hours for changes to propagate.Saleshandy+1Cold Email Tool+1

6. What is SMTP, and how do I set it up in Agency Handy?

SMTP (Simple Mail Transfer Protocol) is used for sending emails. To set it up:

1. Navigate to Workspace Settings > SMTP Setup.

2. Enter your SMTP server details, including host, port, username, and password.

3. Save the configuration.

7. Can I use a third-party email service with Agency Handy?

Yes, you can integrate third-party email services by entering their SMTP credentials in the SMTP setup section.

8. How do I customize email templates in Agency Handy?

To customize email templates:

1. Go to Workspace Settings > Email Templates.

2. Select the template you wish to edit.

3. Modify the subject line, body content, and add dynamic variables as needed.

4. Save the changes.

9. What are dynamic variables in email templates?

Dynamic variables are placeholders that automatically populate with specific information, such as the recipient's name or order details, personalizing each email.

10. Is it possible to preview email templates before sending?

Yes, Agency Handy allows you to preview email templates to ensure formatting and content accuracy before sending them to clients.

11. How do I test if my email settings are correctly configured?

After setting up your email configurations, send a test email to verify that emails are sent and received as expected.

12. What should I do if emails are landing in the spam folder?

Ensure that DKIM and SPF records are correctly configured and that your email content doesn't contain spam triggers. Regularly monitor and update your email practices to maintain deliverability.

13. Can I reset email configurations to default settings?

Yes, within the email settings section, there is an option to reset configurations to default. Note that this action cannot be undone, so proceed with caution.

14. How often should I review my email settings?

It's advisable to review your email settings periodically, especially after changes to your domain, email provider, or branding elements, to ensure continued optimal performance.