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System emails in Jetpack CRM

Emails are an integral part of any communication system, and CRM is perhaps the most important system which relies on email. Taking this into account, we’ve decided to focus on making emails into and out of Jetpack CRM simple, reliable, device-friendly, and managed.

This means that rather than just relying on whatever means your WordPress installation has for sending emails, we built a Mail Delivery manager. Next, we realised that it was super important that every email sent out of the CRM be fully customisable. That lead to us writing a fresh Mail Template manager. Both of these features were released in v.2.80 and are now defaults for outbound emails from Jetpack CRM.

All of this allows…

Reliable, Scalable, Email Delivery

It’s all well and good if your server sends out four weekly emails to a few clients. But if any of the following apply to you, email delivery becomes a big challenge:

  • Shared hosting: Other people on your server might be participating in spamming or nefarious activity, which can also get your emails blocked or marked as spam
  • Sending out large quantities/unlimited emails: Anyone trying to do this from a dedicated server will know this doesn’t work well. Most go undelivered. Often, your server gets blocked or banned. If the block or ban is from a common email provider, like outlook.com or gmail.com, all of your customers using that email provider will not get your emails.

Those issues are solved with Jetpack CRM’s…

Mail Delivery Manager

From v2.80 of Jetpack CRM, you can manage your mail delivery options. In a nutshell, you can add multiple ‘FROM’ email addresses to send out mail from your CRM. Learn how to use the Mail Delivery Manager here.

Currently, you can add any email address with an SMTP account and send emails from that address. This has the following benefits:

  • Emails come from an actual mail provider instead of from a generic server, which is more likely to get delivered without being marked as spam
  • Emails can go through large-scale delivery machines like Amazon’s SES, SendGrid, or MailGun, which means far improved deliverability and scale
  • If you use an email mailbox, you can see all of the sent emails in your ‘sent’ folder
  • Emails can come from different email addresses depending on what they’re for. For example, you might want all invoice emails to be sent from accounts@yourdomain.com and general correspondence to be sent from support@yourdomain.com.
  • Mail Campaigns v2.0 Ready: In Mail Campaigns V2, your email can come from any validated SMTP source. This manager seamlessly integrates with MC2.

Note: The Jetpack CRM mailing system can only send emails to Contacts’ email addresses.

Mail Templates:

After ensuring your email gets to your clients, the next step is ensuring the email looks great every single time. Enter Mail Templates.

In earlier versions of Jetpack CRM, you could modify some of the system email templates, but before v2.80 you couldn’t change them all. You can now effortlessly modify all outbound system emails via the Mail Template Manager.

This is a centralised repository for templates for all system emails, such as:

  • Quote Notification (to client)
  • Invoice Notification (to client)
  • Quote Accepted Notification (to your back office)
  • Task/Schedule/Event Notifications (participants)

Read guides on editing your mail templates here.

Gmail OAuth Connection for Mail Delivery Method

From version 5.2.0 it’s possible to connect your Gmail account with CRM for mail delivery. We have put together a step-by-step guide to follow to set it up. You can find it on this dedicated Gmail OAuth Connection documentation page.

Updated on June 23, 2023

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