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Mail Providers

Use Security > Mail Providers to manage the email delivery infrastructure used by the system.

This module supports two provider types:

  • API SMTP: third-party service based delivery
  • Mail SMTP: classic SMTP server based delivery

Current Panel Overview

The panel shown in the video is used to:

  • view the provider list
  • add a new provider
  • enter host and credential details
  • set provider priority
  • keep a fallback provider ready

Provider Types in the Video

  • SMTP: standard SMTP server connection
  • API SMTP: API-based mail service provider
  • CRM API SMTP: API mail provider dedicated to CRM-related sending if your environment uses it

Multi-Provider and Fallback Logic

If the API SMTP provider becomes temporarily unavailable, email delivery should not stop. For this reason, multiple providers are configured with a defined priority order.

Recommended setup:

  • Primary: API SMTP
  • Backup: Mail SMTP

Fields and What to Enter

  • Provider Type: select the correct mail delivery mode such as SMTP, API SMTP, or CRM API SMTP
  • Provider Name: enter a short internal label such as zeptomail so the provider is easy to identify in the list
  • SMTP Host: enter the SMTP server host, for example smtp.zeptomail.in
  • Port: enter the provider port such as 587
  • Username: enter the SMTP username or API login value provided by the vendor
  • Password: enter the SMTP password or API key value required by the provider
  • Encryption: select the encryption mode required by the provider; use the exact mode supported by that server
  • From Email: enter the sender email address used in outgoing mails
  • From Name: enter the sender display name users should see
  • Service Type: select whether the provider should be used as Primary or Fallback
  • Status: set the provider to Active when it is ready for use

Important:

  • SMTP Host, Port, Username, and Password must all belong to the same provider account.
  • From Email should usually be a verified sender address for that provider.
  • If Service Type is set incorrectly, fallback logic may not work as expected.
  • Activate the provider only after all credentials are validated.

Operational Flow

  1. Open Security > Mail Providers.
  2. Click Add to create a new provider.
  3. Select the correct Provider Type.
  4. Enter Provider Name.
  5. Fill SMTP Host, Port, Username, and Password.
  6. Choose the correct Encryption mode.
  7. Fill From Email and From Name.
  8. Set Service Type and Status.
  9. Save the provider.
  10. Configure provider priority from primary to fallback.
  11. Send a test email to verify both providers work correctly.

What Is Important Before Saving

  • Save one working Primary provider first.
  • Add at least one Fallback provider so email delivery does not stop during outages.
  • Use real provider credentials; placeholder values will save incorrectly or fail at runtime.
  • Test after every new provider or credential change.

Notes

  • API-based providers can face rate limits or short outages, so fallback should always be configured.
  • Keep SMTP credentials secure and never expose them in logs.
  • In production, keep at least one tested backup provider active.