Delivery Settings Tab for Email, CSV Attachment and Batch Delivery

Configure From and To Address email addresses.

Specify email subject templates or formats.

Choose whether to send plain text, HTML, or mixed content.

Set default footers or disclaimers included in every email.

Define fallback behavior (e.g. if HTML fails, send plain text).

From Email Address: The address your buyer sees in their email when a lead is viewed.

To Email Address: By default, the system delivers emails to the address set on the buyer's record. Otherwise, you can input the destination email(s) in this field. To add multiple emails, use a comma to separate them, e.g.: email1@email.com,email2@email.com

Copy (CC) Addresses: Used to set up CC options for delivery.

Blind Copy (BCC) Addresses: Used to set up BCC options for delivery.

SMTP Server: Input the SMTP server address here.

SMTP Authentication Required: Select whether SMTP Authentication is required.

SMTP Username: Enter the SMTP username if SMTP Authentication is enabled.

SMTP Password: Enter the SMTP password if SMTP Authentication is enabled.

Use a friendly, professional From Name that your leads recognize.

Keep subject lines concise and relevant.

Use HTML sparingly and ensure it degrades gracefully to plain text.

Include necessary legal disclaimers or unsubscribe links in footers.

Test emails across multiple email apps (Gmail, Outlook, mobile) to ensure formatting compatibility.

Emails not being delivered: Check for typos in the sender domain, DNS/SPF/DMARC records, and ensure the "From" address is authorized.

Replies not reaching you: Confirm the Reply-To address is correct and active.

HTML rendering issues: Simplify the HTML or ensure fallback plain text is available.

Footer or disclaimer not showing: Ensure it is appended after any dynamic content, not before.

Email and CSV Attachment: Next article: Retry Settings Tab

Batch Delivery: Next article: Batch Delivery Batch Schedule