How to Associate a Mailbox in SugarCRM Email Marketing

Only an administrator may set up mailboxes in your SugarCRM.

SugarCRM is a third-party contact management system for your business that sends marketing emails to your address list. In order to send out email campaigns from the SugarCRM system, you need to associate a mailbox with the account. You can set up a mailbox in the program to manage your outgoing and incoming emails. Only someone with an administrator status can associate a mailbox in SugarCRM email marketing, according to the Sugar Administration Guide.

Things You'll Need

• SugarCRM software

Instructions

Outbound

1. Choose email settings. Once you log into the SugarCRM system with the administration log on name and password, the administration page appears on your screen. From this screen, click on the "Email Setting" option.

2. Type in the name as you want it to appear in the "From" line. Once the email setting page appears, go line by line to complete the requested information.

3. Add the "From" email address. Type in the email address that you are using to send out the email campaigns.

4. Select email format option(s). Place a check mark next to the format that you want your emails to be sent in. Options include plaint text or HTML. You can choose one or both.

5. Pick the option to save sent emails to records. Each record in the CRM is for the member on the list who is receiving your emails. You can choose whether or not you want to attach a copy of the email that you send to the individual records.

6. Save the options. Click the "Save" button to preserve the changes that you have made in the email panel of SugarCRM.

Inbound

1. Set up an inbound email box. In order to associate a mailbox in SugarCRM email marketing to receive emails, choose the "Inbound Email" link from the shortcuts menu. Then click on the "Monitor New Mailbox."

2. Enter "From" information. The basic setup screen appears and prompts you to complete the information for the inbound box, including the name and email address.

3. Choose a mail server. Choose the type of your incoming mail server for your email provider from the drop down menu. Options are POP3 or IMAP.

4. Enter the mail server port for your incoming email server.

5. Create a user name and password for the incoming mailbox. Type in the user name and password that the administrator of the mailbox must use to log in to the account through SugarCRM system and click the "Save" button.

References

• SugarCRM: Sugar Open Source Administration Guide