Email & SMTP settings control how your organization sends emails from OppLogix. Configure your SMTP server for transactional and bulk email sending, and manage campaigns and subscription lists.
SMTP Configuration
Set up your outgoing mail server so OppLogix can send emails on behalf of your organization.
1Navigate to Settings in the sidebar, then select the Email & SMTP tab
2Enter your SMTP Host (e.g., smtp.gmail.com)
3Enter the Port (typically 587 for TLS or 465 for SSL)
4Enter the SMTP Username and Password
5Select the Encryption method (TLS or SSL)
6Click Save to store the configuration
Test SMTP Connection
Verify your SMTP settings are correct by sending a test email.
1After saving your SMTP configuration, click Send Test Email
2Enter a recipient email address
3Click Send -- you should receive a test email within a few moments
4If the test fails, check your SMTP credentials and server settings
Email Campaigns
Create and manage email campaigns to send bulk communications to your contacts and leads. Campaigns use email templates and can be targeted to specific segments of your audience.
Email Templates
Build reusable email templates with a rich text editor for use in campaigns and one-off emails. Templates support merge tags to personalize each message with recipient data.
Subscription Management
Manage opt-in and opt-out lists to ensure compliance with email regulations.
1View and manage subscription lists from the Subscriptions section
2Contacts and leads can unsubscribe via the unsubscribe link included in bulk emails
3Manually add or remove contacts from subscription lists as needed
SMTP settings are organization-wide and apply to all outbound emails sent by OppLogix, including campaign emails, notifications, and reminders. Individual users can also connect personal email accounts via OAuth on their Profile page.
Always send a test email after changing SMTP settings. If emails are not being delivered, check your spam folder and verify that your SMTP provider allows sending from the configured address.