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Email configuration to send email in MA

Email Configuration

Purpose

The Email Configuration screen allows administrators to configure the email server settings used by Thulo Marketing Automation for sending marketing emails, automated notifications, drip campaigns, and workflow-based communications.

The module supports two configuration methods:

  1. System Default SMTP – Uses the email configuration already defined in the main system settings.

  2. Custom SMTP Configuration – Uses a dedicated SMTP server specifically for Marketing Automation activities.

This flexibility allows organizations to either share the platform-wide email infrastructure or maintain a separate email delivery service for marketing campaigns.

Create

Method 1: Use System Default SMTP

  1. Navigate to Setup → Settings → Email.

  2. Configure and save the system email settings.

  3. Go to Marketing Automation → Email Configuration.

  4. Select System Default SMTP.

  5. Save the configuration.

The Marketing Automation module will use the system-wide SMTP settings for all outgoing email communications.

Method 2: Use a Custom SMTP Server

  1. Navigate to Marketing Automation → Email Configuration.

  2. Select Other SMTP.

  3. Enter the SMTP server information provided by your email service provider.

  4. Complete all required configuration fields.

  5. Save the configuration.

The Marketing Automation module will use the specified SMTP server instead of the system email settings.

View

To view the current email configuration:

  1. Navigate to Marketing Automation → Email Configuration.

  2. Review the selected email delivery method and SMTP details.

  3. Verify whether the module is using:

    • System Default SMTP

    • Custom SMTP Configuration

Edit

  1. Navigate to Marketing Automation → Email Configuration.

  2. Open the existing configuration.

  3. Modify the required settings.

  4. Save the changes.

Updated settings are applied to future email communications generated by the Marketing Automation module.

Field Descriptions

Field Description
Email Configuration Type Determines whether the module uses the System Default SMTP or a dedicated SMTP server.
System Default SMTP Uses the email settings configured in the platform's global email settings.
Other SMTP Uses a separate SMTP server configured specifically for Marketing Automation.
SMTP Host The hostname or IP address of the SMTP server.
SMTP Port The communication port used by the SMTP server.
SMTP Username Username used to authenticate with the SMTP server.
SMTP Password Password associated with the SMTP account.
Encryption Type Security protocol used for email transmission, such as SSL or TLS.
Sender Email Address Email address displayed as the sender of outgoing emails.
Sender Name Display name shown to recipients when emails are delivered.

Workflow Rules

Email Delivery Method

The Marketing Automation module supports only one active email configuration at a time.

When System Default SMTP is selected

  • All marketing emails are sent using the platform's global email settings.

  • Any changes made in Setup → Settings → Email automatically affect Marketing Automation email delivery.

When Other SMTP is selected

  • Marketing Automation uses the dedicated SMTP configuration defined within this screen.

  • The system email settings are ignored for Marketing Automation email delivery.

  • Changes to the global email settings do not affect Marketing Automation emails.

Campaign Email Sending

The selected email configuration is used for:

  • Email Campaigns

  • Drip Campaigns

  • Automation Workflows

  • Customer Journey Emails

  • Scheduled Emails

  • Trigger-Based Emails

  • Marketing Notifications

Important Notes

  • SMTP credentials must be valid and active before emails can be delivered successfully.

  • Using a dedicated SMTP server is recommended for high-volume marketing campaigns.

  • If System Default SMTP is selected, any changes to the platform email settings will immediately affect Marketing Automation email delivery.

  • Ensure that the configured sender email address is authorized by your email provider to prevent delivery issues.

  • Incorrect SMTP settings may cause email delivery failures.

  • Only authorized users should modify email configuration settings.

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