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 Zoho – 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 Jetpack CRM 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.
Jetpack CRM 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. Jetpack 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
Jetpack 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 Jetpack CRM).
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.
Having trouble getting your SMTP details to validate in the Jetpack CRM 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 settings (particularly the SMTP address & port). While Jetpack CRM itself does try to remedy this, sometimes it takes a little investigation to get things up and running, and we recommend contacting your mail provider directly to verify the correct settings.
Gmail and Google Workspace
As of summer 2022, SMTP for Gmail and Google Workspace no longer work, so you’ll want to switch to the OAuth API-based method to connect your account.
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 Jetpack 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 Jetpack 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: