Email Config & Templates

Email Config & Templates

This section covers how to configure email settings and customize email templates in DigifyCRM. Efficient email setup ensures smooth communication with customers, proper notifications, and other system-generated messages.

7.1 Email/SMTP Configuration

To ensure DigifyCRM can send emails, you need to configure the SMTP settings for your system.

Steps:

1. Go to the Admin Panel, then navigate to Settings > Email.

2. Input the SMTP Host, SMTP Username, and SMTP Password from your email provider.

3. Set the port (typically 587 for TLS or 465 for SSL).

4. Test the configuration by sending a test email.

5. Ensure the email queue is enabled for handling bulk email sending.

7.2 AWS Email SMTP Setup

Using Amazon SES (Simple Email Service) is an efficient way to ensure high email deliverability.

Steps:

1. In your AWS Console, go to Amazon SES and create an SMTP user.

2. Verify your domain and set up DKIM records.

3. Obtain SMTP credentials from the SES Console.

4. Return to DigifyCRM, navigate to Settings > Email, and input your SES SMTP settings.

5. Save and test the configuration.

7.3 Email Queue

For large volumes of emails, it's important to manage email queues to avoid hitting server limits.

Steps:

1. Navigate to Settings > Email Queue.

2. Set the queue interval (e.g., 1 minute) for how often emails will be sent in batches.

3. Ensure your cron job is set up to run the queue.

7.4 Email Templates

DigifyCRM comes with pre-defined email templates for invoices, proposals, projects, and other notifications. You can customize these templates according to your branding.

Steps:

1. Go to Settings > Email Templates.

2. Select the template you wish to edit (e.g., Invoice Sent, Lead Reminder).

3. Modify the subject and body of the email using placeholders for dynamic content like {customer_name}, {invoice_number}, etc.

4. Save your changes.

7.5 Configure Email with Google OAuth 2.0

Google OAuth 2.0 allows you to securely connect DigifyCRM with your Google account without storing your email password.

Steps:

1. Create a project in Google Developer Console and enable the Gmail API.

2. Configure your OAuth 2.0 credentials and download the OAuth key.

3. Input the OAuth client credentials in DigifyCRM under Settings > Email Configuration > Google OAuth 2.0.

4. Authenticate your Google account and test the connection.