Introduction

Email sending credentials allow you to enable all email-related functionalities within wolkvox CRM. This includes sending email notifications to customers, internal alerts between CRM users, and other automations that use email within the different modules of the system.

For these functionalities to be available, it is necessary to previously configure an email sending credential. If an email integration is not configured through this option, wolkvox CRM will not be able to send emails, meaning that email notifications and other functions that depend on email sending will not be available.

In wolkvox CRM, you can configure sending credentials using two methods: MAILGUN or SMTP, depending on the email infrastructure you wish to use.

Configuration

To create or manage email sending credentials in wolkvox CRM, follow these steps:

1. In the top right corner of wolkvox CRM, click on the "Configuration" icon.
2. Within the configuration panel, select the "Customize" tab.
3. Then click on the "Email Templates" section.
4. In this section, you will find a gear icon that corresponds to the "Configuration" button for email sending credentials. Click there.

The Manage Email Sending Credentials window will open, where you will find three options:

• Configure MAILGUN account.
• Configure SMTP account.
• Delete configuration (if you want to remove a previously configured credential).

Configure Credentials Using MAILGUN

If you want to use MAILGUN as your email provider, follow these steps: Click on Configure MAILGUN Account.

1. The following fields will be displayed:
   1. MAILGUN Key: Authentication key provided by the MAILGUN service.
   2. MAILGUN Domain: Domain configured in your MAILGUN account for sending emails.
   3. Geographic Zone: Select the corresponding region, which can be America or Europe.
2. Once you complete the information, click "Edit" to save and apply the configuration.

Configure Credentials Using SMTP

If you prefer to use an SMTP server for sending emails, follow these steps:

1. Click on "Configure SMTP Account". The following fields will be displayed:
   1. Select Server: You can choose between GMAIL, OUTLOOK, or Others.
      1. If you select "Others" in the "Select Server" field, the "Host" field will additionally appear, where you must indicate the corresponding SMTP server.
   2. Name: Name associated with the email account that will be used for sending.
   3. Email: Email address that will send the messages.
   4. Password: Password of the configured email account.
2. Once you complete the required information, click "Edit" to save and apply the configuration.