Setup of email integration on account level
Personal setup
You can connect your Exchange / Office 365 or Google with your webCRM system in two different ways.
If you as a User are only supposed to send out regular emails from your webCRM account, you can follow this guide to setup external credential settings on User level.
Set up account settings under Integrations
If you are using mass sendings (sending out newsletters from Overviews), landingpages or/and the Supportmodule, you will need to have an email connected on account level. GO to Configurations --> Integration --> External login credentials:
https://app.webcrm.com/Configuration/Integration/IntegrationExternalCredentials.aspx
The mail that should be logged on to here, would be the one you're sending support emails and newsletters from. This could for example be info@company.com or support@company.com, but not necessarily.
The mail that is to be connected, needs to have the rights to send out from the emails you're usually sending from.
Exchange and Google
Here you can connect either your Exchange, Google or Mailjet account or even set up a custom SMTP solution. Click on the correct solution your company uses, and login with your credentials. We recommend always using OAuth and thereafter logging in to the respective account.
Impersonation
If you are using an Impersonation account in Exchange, this has to be set up here as well under the Integration. An Impersonation account is like an "umbrella-account", that is acting on the behalf of other emails. The Impersonation account is often used if you have many Users in your webCRM system that is to send out from the same email. An Impersonation account has to be created by your own IT department.
Mailjet
If you're using Mailjet, this as to be set up with an API key. Read more about setting up Mailjet here.
Customer SMTP
If you have a hosted solution, it can be connected through the Customer SMTP. Login information, server and port are all information that are required, and can be found, where your solution is hosted.
Sync and email sendouts
When you've logged in with the chosen service / provider and clicked Saved, you will be transfered to the Sync tab in webCRM. In the Email field you can then choose the service you're using to send out emails with.
If it's a regular Exchange, Google or Customer SMTP, you don't need to choose anything else.
If you are using Impersonation, you need to choose whether or not to synchronize the calender, and then activate the toggle function for Exchange synchronization for all users:
The tab Email settings can be used if you are using landingpages in webCRM, and sending internal emails in that regard. It's important that the email you are entering has access to send out from webCRM. It would often be the same e-mail you've connected earlier in the Integration.
Under Status you can see which Users are logged in with individual settings, and if there is any errors in the synchronization.
