Home → Core System → Dedicated Email Service → Creating and managing SMTP accounts
2.2. Creating and managing SMTP accounts
Add your email SMTP details to your Rubi User Account profile to allow email interactions, scheduled emails, bulk contact and membership comm emails to be processed directly from RubiCRM.
Users must use a dedicated email service to process emails out of RubiCRM using SMTP.
Please note you can continue to process email interactions and bulk contacts through the Rubi Outlook Plugin.
From the Main Menu -> System -> Users, choose the Rubi User Account you wish to add a SMTP Account to. Using the eye icon located at the top left of the page, select SMTP to open the SMTP section.
From this section, you will see all of the SMTP Accounts added for that Rubi User Account. Click the () icon to create a new SMTP Account.
This will open up the Add New SMTP Account pop-up. If you are using our dedicated email service, please enter the following details for each field:
- SMTP Server : smtp.mandrillapp.com
- Email Port : 587
- Enable SSL : Tick
- Enable TLS : Tick
- From Name : The from name to be used when sending emails. This could be your name, Events Team, Membership Team, Accounts Team etc.
- Email UserName : The email address you wish to use for the SMTP Account.
- Email Password : Your Mandrill Key.
- Email Address : The email address you wish to use.
- Email Signature : Select the email signature you wish to attach to emails. New signatures can be added to your Main Menu -> Marketing -> Templates section. Not selecting an email signature will mean no signature is attached to the email.
Once you are happy you have created your SMTP Account, click Submit.
For guidance on how to create SMTP Accounts please watch our video below.