After you’ve followed the guide to getting to the Mail Delivery wizard, you can hit ‘Start Wizard’ and begin adding a mail type. This guide is for those of you using your an external mail server (e.g. your hosting’s webmail, outlook or gmail – via SMTP) – if you’d like to use the default WordPress email setting (wp_mail), you’ll need to skip over to the guide for wp_mail setup.
1) Sender Details
Your sender details let you set the name and email you want to appear on the ‘from’ section of your outbound emails.
This is usually something like:
Send from name: Widget Company
Send from email: firstname.lastname@example.org
Enter your chosen name and email into the wizard as in the screenshot below (using your info):
2) Mail Server
Next we need to choose which type of mail server we’ll send from. Here we check ‘Custom Mail Server (SMTP)’.
Once you’ve checked ‘Custom Mail Server’ the SMTP detail wizard will open (as previous screenshot).
Those of you familiar with Outlook or Thunderbird, or other similar mail clients will be used to settings such as these. Ultimately what we’re telling ZBS here is ‘how to send emails’.
You’ll need to enter:
- SMTP Address (this is your outgoing server e.g. auth.smtp.1and1.co.uk or smtp.live.com)
- SMTP Port (Usually this is 587, but it can occasionally be 465 or other values)
- Username (This is usually either your full email address, or the first part. e.g. ‘you’@widget.com or just ‘you’)
- Password (This is your mail password)
Where to find your SMTP Credentials:
All mail providers usually make it easy to find your POP/SMTP details, and often a quick google of ‘yourprovider + SMTP’ will provide you with the right page. (E.g. Gmail SMTP Settings).
Zero BS Helps You with your SMTP Details:
While it can be frustrating to try to find your correct SMTP servers, once they’re set up they’re usually solid for years. Zero BS CRM has probing built in, which means if your port isn’t quite right or you’re using a non-standard address for a common provider, it’ll try and work out the right settings for you.
Further, we’ve also added a ‘Quick-fill’ drop down box which auto-populates the SMTP address and port for the most common email providers.
Once you’re confident you’ve got the right settings in there, hit ‘Validate Settings’.
3) Validate Settings & Confirmation
Zero BS CRM will now go away and try its best to send an email using the settings you’ve just set. If everything went okay, you’ll get an email in your admin inbox (from your new SMTP mail delivery method), and you’ll see a screen as below, saying ‘Confirmation’.
If, however, you see a confirmation like the following, please hit finish, you did it!:
You’re finished. If this is the first mail delivery method you’ve set up, it’ll show up like the following screenshot, and it’ll automatically set itself to be the default for all outbound emails (from ZBS).
From the main mail delivery page you can now Send Test or Remove for your new mail delivery method, or you can use ‘Add Another’ to setup more via the wizard you’ve used above.
SMTP FAQs & Gmail
Having trouble getting your SMTP details to validate in the ZBS Delivery Method Wizard? Sometimes it’s not obvious what your mail providers correct SMTP settings are, or other times its that they have strict rules on their servers and dislike people using their email service for things such as CRM duties.
We can help as best we can via support, but 99% of cases here are incorrect SMTP address & port. While ZBS CRM itself does try to remedy this, sometimes it takes a little investigation to get things up and running. Here’s our FAQ for specific hosts/scenarios.
Gmail SMTP Setup
Gmail.com has a very sensitive SMTP Policy. What this means to you, is that if you’d like to use Gmail here, you’ll need to go through some extra security steps, (also, if you’re sending out a lot of mail via ZBS, it’s probably best to avoid Gmail all together, as they have very fussy spam filters).
Here are the steps it takes to make Gmail work for SMTP in ZBS:
- Use the steps above to add Gmail as your SMTP Server, and hit continue (to send a test email)
… this will fail, because Google locks accounts by default in this scenario.
- You’ll then need to do (potentially all) of the following:
- After completing these, you can then try the SMTP settings again, at which point they should work fine. If not, you may have to repeat the last 3 steps again, and then retest.
We’ve had reports that 1and1‘s webmail actually works quite well here – we suggest setting up a mailbox and using the default locale server urls. For us in the UK these are auth.smtp.1and1.co.uk, port 587 (as per our Quick-fill setting ‘OneandOne.co.uk’)
AWS SES (Simple Email Services)
If you’re sending a lot of email, or you want really solid deliverability, you can opt to send your Zero BS CRM emails out through a service like Amazon’s SES. This is recommended for high-level users, and we’ve used this ourselves to much success.
We’ve written a guide on Setting up AWS SES for use with Zero BS CRM here for those who need it.
…After following that guide, you can simply use your AWS SES credentials as normal in the above guide. Here’s an example screenshot of us using AWS SES: