If you use your default server email (wp_mail), follow this guide to set up the outbound email.
If, on the other hand, you’d like to use a mail provider (e.g. your webmail or something like Gmail), you’ll need to skip over to the guide for SMTP setup.
Initial prerequisite
To proceed with the guide listed below, you had to follow the guide to get to the Mail Delivery wizard.
You can hit Start Wizard and begin adding a mail type. After that, you can go through the following steps.
Sender Details
The sender details let you set the name and email that will appear in the ‘from’ section of your outbound emails.
This is usually something like:
Send from name: Widget Company
Send from email: hello@widgetco.com
Important note: when using this outbound configuration to send emails from wp_mail, you must use the same domain name.
If your WordPress tries to send an email from another domain, it’ll almost definitely not get delivered, and your server might even be banned for attempting to spam.
Mail Server
You can leave the default option checked (wp_mail). This is the default for most WordPress servers and is usually fine for low-scale emails from all good hosting providers.
You can click Validate Settings to proceed to the next session.
Confirmation – Test & Verify
Jetpack CRM will try to send an email using the settings you’ve just set. If everything goes okay, you’ll get an email in your admin inbox – from this new mail delivery method – and you’ll see a Confirmation screen.
If your mail delivery method didn’t return this success screen, please go back and work through the steps above; make sure your email in the address field is from the domain you’ve got this installed on.
Finished!
If, on the other hand, you see a positive confirmation screen, you can click the Finish green button: you’re all set!
If this is the first mail delivery method you’ve set up, it will automatically set itself as the default for all outbound emails from Jetpack CRM.
From the main Mail Delivery page, you can manage this default outbound account. You can:
- Send Test: you can send another test email.
- Remove: this will delete your mail delivery method from the system.
- Add Another: set up more mail delivery methods using the wizard you’ve used above.
When you have multiple mail delivery methods, the Set as Default button will be available.