Email (SMTP), Templates and Email-to-Case Setup

The CRModular interface is currently in Turkish. Menu and button names are shown in bold Turkish with an English explanation in brackets.

Email settings are on Ayarlar → E-posta & İletişim (Settings → Email & communication).

1. SMTP connection

• SMTP host, port, username and password. For Microsoft 365 / Google Workspace use an app password.
• Sender email and name.
• Open and click tracking.

The password is stored encrypted and never shown on screen.

2. Sending limits

Günlük (daily) and Saatlik Gönderim Limiti (hourly sending limit) count every email your company sends — single, bulk, cadence and automation. When a limit is reached, sending stops and the reason is shown; if a bulk campaign stops part-way, its owner gets a notification. 0 = unlimited. Set the limits to match your email provider’s limits.

3. Email templates

Prepare templates for sending quotes, welcome emails and support replies. Insert personalisation tags such as {{first_name}} and {{company_name}} with the buttons.

4. Email-to-Case (support mailbox)

Professional and higher. Use one of two methods:

• IMAP: host, address, port, app password, SSL → Bağlantıyı Test Et (Test connection) → active. The mailbox is read every 5 minutes.
• Forwarding (webhook): point your email provider’s forwarding feature to the address shown on screen, with the x-company-id and x-webhook-secret headers.

If the sender is a known contact, the case is linked to that contact.

5. Email-to-Lead

The same setup for a sales mailbox; incoming emails become leads.

Check

Send a test email to the support address; it should appear as a case within 5 minutes. Reply from the case with Müşteriye Yanıtla (Reply to customer); the email should arrive.

If emails are not sent, check the SMTP details and app password and make sure your provider allows SMTP access. Also set up SPF/DKIM/DMARC records for your sending domain.