Introduction
Typically Compuco will undertake most of the configuration needed to send emails from CiviPlus as part of the initial system set up, but there are few aspects that may want to configure yourselves.
Compuco typically set up the following for you:
1. Mailer Configuration
SMTP Settings
Bounce Handling
2. Domain and Email Addresses
Your Sending Domain
Appropriate DNS settings (e.g., SPF, DKIM, and DMARC)
3. Default Reply-To Address
Set up the default email address where replies to your emails will be sent.
The following are areas that Compuco may set up, or you may do the initial configuration yourself.
From Email Address Options
By default, CiviPlus uses the primary email address of the logged in user as the FROM address when sending emails to contacts. However, you can define one or more "general" Email Addresses that can be selected as an alternative when sending emails, for example "Events Manager" <events@example.org>.
To set up a new FROM email address, navigate to Administer -> Communications -> FROM Email Addresses (you can also goto Mailings -> From eMail Addresses). You will see the FROM email addresses currently available, which you can amend by clicking the Edit link at the end of the row.
To create a new FROM email address click the ADD FROM EMAIL ADDRESS button and complete the following fields:
From Email Address Enter a valid mailbox name, such as "Events Manager"<events@example.org>. The display name of the mailbox should be included in double-quotes ("), and the actual email address should be included within angle-brackets.
The Value is an internal identifier for this particular email address and generally speaking it is best to default that is already entered.
Add a Description so that you can see what this address is used for when presented in the administration page.
The Order field will determine where in the list of FROM email addresses this particular one will appear. The lower the number the higher up the list it will appear.
If Enabled is checked then this FROM email address will appear in the list when sending emails.
If Default is checked, this email address will be used by default when composing new emails, unless another address is specified.
Click SAVE to make this new FROM eMail Address available to users
Mailing Groups
The article on defining your mailing lists or groups is here.
Email Templates
The articles on creating eMail Templates are here