Financial Services Creatio, customer journey edition
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This documentation is valid for Creatio version 7.16.0. We recommend using the newest version of Creatio documentation.

How to set up a mailbox to send email notification

To set up automatic emailing (applicable for versions 7.12.2 and below):

1.Open system designer by clicking the system_designer.png button.

2.Click the [System settings] link in the [System setup] block.

3.Open the [Sending emails] system setting folder.

4.In the [Customer service email] setting, specify the email address to send notifications to.

5.In the [SMTP server password] setting, specify the mailbox password.

6.Populate the [SMTP server port] and [SMTP server name or IP] system settings with values received from your email provider.

7.In the [SMTP server login] setting, specify the email address to send notifications to.

8.Populate the [Use SSL] system setting for secure connection.

Note

The SSL protocol provides secure data exchange. Make sure the SSL protocol can be used by your email provider.

See also

Set up contact case notification rules

Setting up email templates

User satisfaction scale setup

Case resolution notification setup

Configuring email accounts in Creatio

Configuring shared mailbox

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