Setting up SMTP Server Mail Delivery

This article is outdated and has been merged into our wider document on Email Notifications in DeskDirector.

Emails sent from DeskDirector to your customers can be configured either to use SMTP or use an Office 365 email account. v1.31 of the admin console (released 26th of Oct 2021) introduced the support for SendGrid email delivery.

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

SMTP Mail Delivery Account - Tutorial

32 STEPS

1. Open DeskDirector Admin Portal and click Email.

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2. Click Delivery Accounts.

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3. Click New Account.

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4. Type the Name of the delivery account.

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5. Click the Type dropdown.

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6. Select SMTP.

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7. Click Create.

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8. Click Setup.

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9. In the Host textbox, type the URL of the SMTP server.

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10. Click the Port textbox.

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11. Type the Port number.

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12. To enable/disable the SSL/TLS connection, tick/untick the checkbox. We will leave it turned on.

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13. Type the User name.

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14. Type the Password.

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15. Type the Message ID domain. For example - deskdirector.com.

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16. Finally, click Save to save the account.

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17. Click the SMTP account link in the menu path to go back.

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18. Click the three-dot menu.

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19. Click Test to test if the account is active.

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20. Type an email address to receive the test email.

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21. Click Send test email.

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22. Click Email Delivery Accounts to go back.

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23. Click on New SMTP Account.

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24. To set the sender's email ID, click Edit

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25. Type the Display name.

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26. Type the email address.

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27. Click Setup.

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28. To set the sender's no reply email ID, click Setup.

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29. Type the Display name.

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30. Type the email address.

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31. Click Setup.

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32. That's it. You're done.

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** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/2350655/Create-an-SMTP-delivery-account

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