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Introduction
In this comprehensive overview, we explore the System Email Profile Settings within Partner Settings, a crucial feature designed to streamline email communications across workspaces.
This feature simplifies the process for partners and clients to send emails—whether for notifications or flow builder actions—by establishing a default email profile that applies universally across workspaces and custom domains.
Understanding this setup enhances efficiency, reduces technical hurdles, and ensures consistent email delivery.
Detailed Explanation of the Feature
What is the System Email Profile Setting?
The System Email Profile Setting is a configuration that allows partners to define a default SMTP email profile for all their workspaces and custom domains. This setup:
Automates email sending across multiple workspaces
Simplifies client onboarding by reducing manual email configuration
Ensures consistent branding and sender identity
Provides flexibility for clients to override the default if needed
Why is this feature important?
Ease of Use: Clients often find connecting SMTP profiles complex, involving multiple steps like navigating integrations, email settings, and SMTP profiles.
Time-Saving: Eliminates repetitive setup for each workspace.
Consistency: Maintains uniformity in email sender addresses across all workspaces.
Flexibility: Clients can override the default email profile if they prefer to use their own email addresses.
How does it work?
Connect an SMTP Profile:
Partners access the main partner workspace.
Navigate to Integrations > SMTP Profiles.
Connect an email address (e.g., [email protected]).
Set the Default Email Profile:
Return to Partner Settings.
Scroll to System Email Profiles.
Select the connected SMTP profile as the default.
Application Across Workspaces:
The selected email profile becomes the default for all workspaces and custom domains.
Clients can override this default with their own SMTP profiles if desired.
Step-by-step process
Step | Action | Location | Notes |
|---|---|---|---|
1 | Connect SMTP Profile | Main Partner Workspace > Integrations > SMTP Profiles | Choose email address to send from |
2 | Set Default Profile | Partner Settings > System Email Profiles | Select the SMTP profile connected earlier |
3 | Apply to Workspaces | Automatically applies to all workspaces and custom domains | Clients can override if needed |
Key Points to Remember
The default email profile applies globally unless overridden.
Clients must connect their SMTP profiles if they want to send emails from their own addresses.
The setup reduces technical barriers for non-technical clients.
The feature supports custom domains, ensuring brand consistency.
Benefits and Best Practices
Benefits of Using System Email Profile Settings
Streamlined Email Management: Centralized control over email sender profiles.
Enhanced User Experience: Simplifies client onboarding and reduces setup time.
Brand Consistency: Ensures all outgoing emails originate from a unified address.
Flexibility & Control: Clients retain the ability to override defaults, maintaining autonomy.
Best Practices
Choose a professional, recognizable email address for the default SMTP profile.
Test email delivery after setup to confirm proper configuration.
Inform clients about their ability to override the default profile.
Regularly update SMTP profiles to maintain security and deliverability standards.
Document the setup process for onboarding new clients or team members.
Final Thoughts
Implementing the System Email Profile Settings in partner environments significantly enhances operational efficiency and user experience.
By establishing a default email profile, partners can ensure consistent communication, reduce technical complexity, and provide clients with a flexible yet controlled email sending environment.
Proper configuration and communication of this feature empower both partners and clients to manage email workflows effectively, fostering smoother interactions and stronger brand presence.