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Adding SMTP Connections

SMTP Connections

SMTP connections are how Score CRM sends emails. You need at least one configured connection before you can launch any campaigns or journeys.

Creating a Connection

  1. Navigate to SMTP in the sidebar
  2. Click Add Connection
  3. Fill in the connection details:

Add SMTP Connection

Connection Fields

FieldRequiredDescription
NameYesA descriptive name (e.g., "SendGrid Production")
Vendor TypeYesThe email provider type
HostYes*SMTP server hostname
PortYes*SMTP server port (usually 587 or 465)
UsernameYes*SMTP authentication username
PasswordYes*SMTP authentication password
API KeyYes*API key for API-based providers (SendGrid, SparkPost, SMTP.com)
SecureNoEnable TLS/SSL (recommended)
From EmailNoDefault sender email for this connection
From NameNoDefault sender name for this connection

*Required fields depend on the vendor type. API-based providers need an API key instead of host/port/username/password.

Security

All sensitive credentials (passwords, API keys, webhook signing keys) are encrypted using AES-256-CBC encryption before being stored. They are never stored in plain text.

  1. Click Save

Webhook Configuration

For providers that support webhooks (event tracking), Score CRM automatically generates a webhook URL for each connection:

https://your-domain.com/webhooks/v2/{vendor}/{connectionId}

You'll need to configure this URL in your email provider's webhook settings. See Webhook Setup for provider-specific instructions.

Default Sender Settings

When you set From Email and From Name on an SMTP connection, these values are automatically pre-populated in the campaign builder when you select that connection. This saves time and ensures consistency.

Connection Status

After saving, your connection is ready to use. You can verify it's working with the test connection feature.

Managing Connections

ActionDescription
EditUpdate connection settings (credentials, sender info)
DeleteRemove the connection (cannot delete if used by active campaigns)
TestSend a test email to verify the connection works
caution

Deleting an SMTP connection that is referenced by running or scheduled campaigns will cause those campaigns to fail. Always ensure no active campaigns are using a connection before deleting it.