Setting up SMTP Server Mail Delivery

Emails sent from DeskDirector to your customers can be configured either to use SMTP or use an Office 365 email account. This article guides you through the setting up email delivery using SMTP.

SMTP Mail Delivery Setup Guide

To get started, login to your DeskDirector admin console and head to Email > Settings then scroll down to SMTP Server Mail Delivery and click "Setup SMTP" or directly via this link:

https://{your deskdirector company}.deskdirector.com/admin/v2/emails/settings/smtp (e.g. https://demo.deskdirector.com/admin/v2/emails/settings/smtp)

Configuring the SMTP Server

Setting up the SMTP Server details should be pretty straightforward as you only need 4 things:

  • SMTP Host
  • SMTP Port
  • Email User
  • Email Password

You can easily secure these credentials from your email provider. Here's a screenshot of the SMTP fields filled up:

Configuring email sender details:

You have the option to setup/modify the sender email address and display name for General Purpose and System Notification emails sent by your DeskDirector instance.

SPF Records

These records are used to indicate to mail exchanges which hosts are authorized to send mail for a domain. To get the SMTP mail setup working properly, you will need to configure the SPF record of your domain to include the following: include:spf.deskdirector.com

e.g. If you are sending from example@deskdirector-demo.com, you need to add include:spf.deskdirector.com to the SPF record of deskdirector-demo.com.

MX Toolbox is an online tool you can use to verify if your domain's SPF record is configured correctly.

Testing Email Delivery 

Once you have configured the SMTP settings, you can test the configuration easily from Email > Settings > Email Delivery.

Just click on Test Email Delivery button, select the event you want to test then click on the Send test email button.

If you did not receive the test email, please check your spam folder.
 Mail Delivery History

Delivery History is a great troubleshooting tool for whittling down the cause of undelivered emails from your defined mail host. You will be able to access the email history under Email > History

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