This guide explains how to configure your SMTP server email in Carddio CRM to send emails directly from the platform.
Step 1: Access the CMS
Go to cms@carddio.com.sg in your web browser.
Step 2: Sign In
Log in using your Carddio CRM account credentials.
Step 3: Open Settings
From the side navigation menu, click on the Settings dropdown.
Step 4: Open Server Management
To configure your SMTP server email, click on “Server Management.”
Step 5: Enable the Server
Turn on the “Enable Server” toggle to activate SMTP setup.
Step 6: Add SMTP Server Details
Fill in the following fields with your email server details:
- Server Name: For your reference — you can use any name.
- SMTP Email: The sender’s email address (e.g., no-reply@yourdomain.com).
- SMTP Name: The name that should appear as the sender (e.g., Your Company or John Doe).
- SMTP Host: The outgoing mail server (e.g., smtp.gmail.com or smtp.yourdomain.com).
- SMTP Port:
- Use 587 for TLS / Use 465 for SSL
- SMTP Encryption: Select TLS (for port 587) or SSL (for port 465), depending on your email provider’s settings.
Step 7: Test the SMTP Connection
Click on “Test SMTP” to verify that the details entered are valid. If the test passes successfully, your SMTP configuration is complete.
💡 Tip: You can add multiple SMTP servers for different email accounts or departments if needed.
✅ You’ve successfully added your SMTP server email in Carddio CRM!
