How do I set up and enable email sending in Crelate?
Crelate allows users to send emails directly from the platform by setting up an Email Connection. This guide provides step-by-step instructions for configuring your email account, enabling email sending, and addressing advanced configurations like email journaling.
Step-by-Step Guide to Setting Up Email Connections
Access Email Settings - Navigate to your Profile & Preferences in Crelate. - Open the Email Connections section.
Add or Configure Your Email Account - Select the option to add a new email connection. - Follow the prompts to authenticate your email account with your email provider. This process ensures that your email account is securely connected to Crelate.
Enable Email Sending - Once the connection is established, you can compose and send emails directly from Crelate. This feature is available to all users who have completed the email connection setup.
Advanced Configurations
Reconfiguring Email Journaling - If you previously used email journaling and have changed your email address or domain, ensure that journaling is reconfigured to track messages for the new address. This step is optional but recommended for users who rely on journaling for email tracking.
Troubleshooting Common Issues
If you encounter issues during the email connection setup, verify that your email provider's authentication settings are correctly configured.
Ensure that you have the necessary permissions to connect your email account to third-party applications like Crelate.
By following these steps, you can seamlessly set up and enable email sending in Crelate, ensuring efficient communication directly from the platform.