Calling Guru supports SMTP support for custom or older e-mail systems. Calling Guru will only be able to send e-mails using this approach, and does store the credentials. As a best practice of using SMTP, we advise to change the password from time to time.
1. Connect
These steps are done in the Customer Zone. So, as a customer, you can do them yourself. Or as an admin, navigate to the Customer Zone first. |
- Click on Connections
- Click on e-mail
- Fill in the settings and click on ‘Save Settings and Send e-mail‘
- you’re done!
2. Setup the template e-mails
Next, you can setup the template you’d like to use for info mails, meeting mails.