CiiRUS User GuideCRM Email IntegrationCRM Email Integration Overview

CRM Email Integration Overview

Ciirus uses both the Mandrill and any other SMTP email option to allow the CRM email features to work.

Mandrill is a purpose built, high volume email distribution solution. It is very much like SMTP except it does not integrate directly with the user’s emails service, and it provides safe guards to prevent black listing from occurring. Additionally, Mandrill provides Detailed Reports, so that the user can see how each email was handled, when it was opened, or if it failed and why.

  • Mandrill is a paid service, and setting it up requires a MailChimp Account and a couple of text records will need to be added to the sending domain’s name server to pass SPF Validation. Mandrill also provides some great documentation on how to complete the set-up.

To view the Mandrill set-up Documentation, click on the following link http://mandrill.com/

Click here to Calculate your monthly costs:

 

SMTP is a fairly universal way of remotely sending messages from a 3rd party email server, using another application to generate the message. Many email services offer SMTP functionality including but not limited to Gmail, Microsoft Exchange, Zoho, and others. With SMTP, the message is composed from the CiiRUS system but is then sent to an SMTP sever to actually “send” the message. This method sends the message as the email service user and so instead of the message coming from @ciirus.com with a mailto: in the header, the email sends from the user’s actual email address. Such a method is SPF compliant and results in a much more reliable delivery system.

  • Users should be careful connecting their SMTP server to an automated system like our Emailers and Rules, as too high of a volume of messages to the wrong recipients could leave the email address permanently black listed.
  • The user should refer to their email service of choice for the documentation pertaining to this set-up.

Outbound Emails

To Access Outbound Email Settings, go to

  1. Account Settings
  2. Edit Account Details
  3. Click on the Outbound Emails button.

Mandrill API key

When a Mandrill account is opened they will send an API key, this key must be inserted into your Ciirus account before you can start sending bulk emails.

SMTP (Simple Mail Transfer Protocol)

To obtain the SMTP server setting for your email account, open your web browser and search for e.g. (Gmail SMTP Server Setting), or contact your email service provider if you have misplaced your personal details.

Then click the Test button to send yourself a test email.