The Maximizer Email Service sends email messages as part of automated campaigns; opportunity and case email notification; and appointment reminders. You must configure the Maximizer Email Service to use these features properly.
To configure the email service
- In the left pane; expand the Preferences section; and select Email Server Settings.
- Click Modify Options.
- Set the Service cycle time check. The service cycle time check controls how often the Maximizer Email Service processes the email activities in automated campaigns. By default; this option is set to 1 minute.
- To send large quantities of email messages; select the Enable sending in batch mode option; and set the Batch size. If you are using an ISP; it’s important to control the email batch settings.
- Choose a character set from the Character set used by email service drop-down list. This is the friendly name for the character set. The actual name of the character set is shown in the field on the right of the drop- down list. This character set is used for all outgoing email sent by the Maximizer Email Service.
- Enter a URL in the URL of Campaign Manager Statistics field. This URL specifies the URL of the script that redirects the email recipients to the Landing page URL (as specified in the Add Email Activity dialog box); which is included in automated email activities.
- Select Activate services for the currently open Address Book. This checkbox must be enabled to use automated email campaigns; customer service case email notifications; and appointment reminders by email.
- Specify settings for your SMTP server:
- SMTP Server – Enter the outgoing (SMTP) server.
- SMTP Port – Enter the port for the SMTP server.
- SMTP server requires authentication – Select this option if the SMTP server requires authentication.
- Specify the account name and password for the user with the required permission to the SMTP server.
- SMTP server has SSL/TLS enabled – Select this option if Secure Sockets Layer (SSL) or Transport Layer Security (TLS) is enabled on the SMTP server.
- Static Sender – Enter the email address that messages are sent from. When recipients reply to email messages; they are addressed to this email address.
- Static Footer – Enter additional text to add at the end of all email messages.
- Click Save.
To test the SMTP connection
After configuring your SMTP server settings you can test the SMTP connection to ensure the settings are correct.
- In the left pane; expand the Preferences section; and select Email Server Settings.
- Click Modify Options.
- Enter the email addresses to use for the test.
- From – Enter the email address to use as the From address for the test email. The domain of the From address should match the domain of the SMTP server.
- To – Enter the email address to which the test email is sent.
- Click Run Test.
A test email is sent to the specified email address. If an error occurs when trying to send the email; an error message is displayed with information to help correct the problem.