Email delivery¶
Ticket replies, estimates, invoices, reminders and campaigns all go out by email, so connect your mailbox before you invite anyone. Mail then leaves from your own address, and your clients' replies come back to you.
Connect your mailbox¶
Your workspace sends through the mailbox you connect. Gmail / Google Workspace and Microsoft 365 / Outlook connect in one click:
- Open Settings → Company Info → Run setup again, or the setup wizard if you have not finished it, and go to the Email delivery step.
- Press One-Click Setup and sign in with the mailbox you want to send from.
- Approve sending. The connection is made for you, and the From address is set to the account you signed in with.
- Send the test email the step offers to an address you can check, and confirm it arrived and was not marked as spam.
Tick the sending permission
Google shows a consent screen with a checkbox for sending email on your behalf. If it is left unticked, Google issues a connection that cannot send. CRM-NG refuses that connection and asks you to sign in again with the box ticked.
Another mail service?
If your mail is with another provider (Zoho Mail, Amazon SES, Mailgun, SendGrid, Brevo, or your own SMTP server), ask us through Help & Support and we will connect it for you.
Make your mail trusted: SPF, DKIM and DMARC¶
Mail providers increasingly reject mail from domains that do not publish authentication records. Add these DNS records at your domain host. Replace the examples with the values your mail service gives you.
| Record | Type | Example | What it does |
|---|---|---|---|
| SPF | TXT on @ |
v=spf1 include:_spf.google.com ~all |
Lists the servers allowed to send for your domain. Use one SPF record and merge include:s if you use several services. |
| DKIM | TXT (or CNAME) on selector._domainkey |
provided by your mail service | Signs each message so receivers can prove it is really from you. |
| DMARC | TXT on _dmarc |
v=DMARC1; p=none; rua=mailto:postmaster@example.com |
Tells receivers what to do with mail that fails SPF/DKIM and where to send reports. Start with p=none, then move to quarantine once reports look clean. |
Send from a subdomain
Sending automated mail from a subdomain, such as no-reply@hq.example.com, keeps it separate from your staff
mailboxes and lets you set stricter policies for it.
When mail still fails¶
Check the error your mail service gave in the Email delivery step, and look it up in the error library. The most common causes are a connection made without the sending permission and missing SPF or DKIM records.
Next: sign-in security.