Email is an important part of any business, from receiving or sending notifications to communicating with your customer. The E-mail Configuration section shows how to configure your mail ID to send e-mails.
By default, emails will be sent from no-reply@leadcenter.ai. If you need to send emails to your customer from your email account, you need to configure your email ID with other related information.
General email configuration is used to configure a general email account. For Example, sales@company.com to send emails to all your customers.
This account can be used by all members of your organisation. For example: if you have a store, then this configured general email will be common to everyone in your organisation and can be used by all your employees to send emails to your customers.
Pre-requisites for E-mail Configuration
Before you configure your email ID in LeadCenter.ai, you need to get the SMTP settings from your email provider. We have listed the configurations to be done for Gmail, Hotmail & Outlook, and Yahoo.
Gmail
To get the SNMP settings from Gmail, do the following:
- Set up the 2-Step Verification. For instructions click here.
- Set up the App Password to be used by LeadCenter.ai. For instructions click here.
- Check the latest SMTP settings for Gmail by clicking here.
| Full Name or Display Name | Your Name |
|---|---|
| Account Name, User name, or Email address | Your full email address |
| Password | Use the password generated from step 2 above. This is not your Gmail password |
| SMTP Server | smtp.gmail.com |
| Port (for TLS/STARTTLS) | 587 |
4. If you are still getting an error, you may need to enable Less secure app access. Click here to enable it.
Hotmail & Outlook
The Hotmail & Outlook SMTP information is provided in the table below:
| Full Name or Display Name | Your Name |
|---|---|
| Account Name, User name, or Email address | Your full email address |
| Password | Your Hotmail or outlook password (*or App password if two-step verification is enabled in your account) |
| SMTP Server | smtp-mail.outlook.com or smtp.office365.com |
| Port (for TLS/STARTTLS) | 587 |
* If two-step verification is enabled for your office 365 account, you will need to create an app password. Follow the following steps to create an app password. You can create and delete app passwords from the Additional security verification page for your work or school account.
- Sign in to the Additional security verification page, and then select App passwords.
- Select Create, type the name of the app that requires the app password and then select Next.
- Copy the password from the Your app password page, and then select Close.
- On the App passwords page, make sure your app is listed.
For information about SMTP settings for Hotmail and Outlook, click here.
Yahoo
The Yahoo SMTP information is provided in the table below:
| Full Name or Display Name | Your Name |
|---|---|
| Account Name, User name, or Email address | Your full email address |
| Password | Use the generated App Password.This is not your yahoo password To set up an App Password, click here. |
| SMTP Server | smtp.mail.yahoo.com |
| Port (for TLS/STARTTLS) | 587 |
Configuring Email to Send Emails and Notifications
To do the email configuration, do the following;
- Login to his account on LeadCenter.ai using https://app.leadcenter.ai/login
- On the left side navigation menu click on SETUP > click E-mail Configuration -> click General
The E-mail Configuration page is displayed.
- In the Email Configuration section, enter the details to configure your email.
See the table below to enter the information.
| Field Name | Description |
|---|---|
| Sender Name | Add the name of the sender. The sender name is always a part of the business email address and reflects in the “From” part of an email so that the recipient can identify the sender of the email. |
| Sender Email | Add the sender’s email ID. This is your email ID, from which the email will be sent to your customer. Once you configure this email ID, it will replace the default LeadCenter.ai no-reply@leadcenter.ai email ID. |
| SMTP Host | Add the SMTP Host based on your email provider. Refer to the Prerequisites for E-mail Configuration and follow the steps provided for your email provider. |
| SMTP Port | Add the SMTP Port based on your email provider. Refer to the Prerequisites for E-mail Configuration and follow the steps provided for your email provider. |
| SMTP Username | Add the SMTP Username. |
| SMTP Password | Add the SMTP Password. Refer to the Prerequisites for E-mail Configuration and follow the steps provided for your email provider. |
| Enable TLS/SSL | To enable the TLS/SSL toggle the button to the right.This should always be enabled to send any email. |
| Enable received leads related emails | If a user wants to receive lead-related emails from your personal email ID to LeadCentre.AI ID. Enable: To receive lead-related emails from their personal mail ID (like @gmail.com, @outlook.com). Disable: If a user does not want lead-related emails from their mail ID (like @gmail.com, @outlook.com) |
4. After entering the information click on
Example for Gmail email provider
You have successfully configured your email ID.
Testing the Configured E-mail
You can send a test email to verify that your configuration information and email ID are correct.
In the Test Configuration section, enter an email ID and click Send Test Mail.
Deleting the Configured E-mail
You can delete the configuration from this section. Once the configuration is deleted, mail will be sent from the default LeadCenter.ai no-reply@leadcenter.ai mail ID. This will delete your SMTP settings. Keep in mind that this action is irreversible. In the E-mail Configuration page, go to the Delete Configuration section, type “CONFIRM” and click the Delete Configuration button.