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How to Configure a Custom SMTP Email Server for Outbound Emails

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To set up your own email server for sending outbound emails from BoldDesk using SMTP, follow these steps:

  1. Navigate to Settings:

    • Go to the Settings menu.
    • Select Emails.
    • Choose an existing email or add a new email account.
  2. Select Custom Email Server:

    • In the Email server section, select Custom Email Server.
  3. Choose Email Type:

    • If you are using Microsoft services, select Microsoft as the Email Type.
    • Otherwise, select Others.
    • This setup is specifically for outbound emails. Please select the outbound option if that’s your primary requirement. If you need both inbound and outbound configurations, you can choose the appropriate option based on your needs.
  4. Enter Server Details:

    • Under the email system, select Others.
    • Fill in the required username and password details for your email server.
    • Click Save to apply the settings.

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  1. Completion:
    • Once saved, your server will be configured with SMTP.
    • All outbound emails will now be sent from your configured server instead of BoldDesk’s default server.

Tips:

  • Ensure that your SMTP server details are correct to avoid sending failures.
  • Regularly update your server credentials to maintain security.

By following these steps, you can successfully configure your custom SMTP server for outbound email management in BoldDesk.

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