Administration – Mailboxes Tab

By default, BNTouch takes care of your email server settings for communication through your CRM. This means that your emails will be sent through the BNTouch server. The benefit of using the BNTouch server is that everything is already set up for you. Some businesses prefer to use their own private server for their email communications. If recipients of your emails ever report your communications being erroneously reported as spam or bulk, you may instead consider using a server associated with your domain name. Custom mailbox settings can be customized on a per-user basis in the “Mailboxes” tab of your CRM Admin. In the User Menu in the upper-right corner of the screen, click “Administration,” then open the “Mailboxes” tab.

Only administrative users can access this area of the CRM; please contact your administrator if you need help and do not have access. Also, we recommend that you only change these email settings if you know exactly what you are doing and have the email server details easily available.

Here, you’ll see a list of all users for your BNTouch account sorted by name. For each user, default options for email server settings will appear in rows below. The first row is a “default settings” row; whatever you enter in the fields of this row will automatically apply to any new user accounts you create. The settings here will not copy to already existing accounts; any changes will need to be made directly to the user’s settings below.

Each user will have fields listed to the right for email server settings. If you have a corporate, GoDaddy, Gmail, or other email server, you can enter the information for that server in these fields. You can also enter an Opt-out message for that user’s email communications in the field to the right. Meta-tags can be used in this field to automatically pull information from your CRM data. Be sure to always include the “##OPTOUTLINK##” meta-tag in these messages; this tag ensures that the link for opting out of this user’s emails will be specific to the particular client it was sent to.

If you make any changes to fields on this list, they will only be saved if you click the “Update Information” button below. If you cannot see all of the fields in this list, you can use the scroll bars to change which fields display; the username and account type will still be visible when you do so.

Once you have saved the information on this page, you can check the connection of your custom email server by clicking the “Check Connection” button for a user. If so, you will see a “Connection is Success” message.