BeigeCRMGUIDE

Settings

Email sending

Anything BeigeCRM sends on your behalf — campaigns, automation emails, form notifications — goes out through a sending provider you connect. Until one is configured, those features have nowhere to hand the message to.

This is separate from My Email, which is your personal mailbox for one-to-one correspondence. This page is about bulk and automated sending.

Configure it under Settings → Email Sending.

Email sending settings showing the configured provider
Email sending settings showing the configured provider

Two providers#

SMTPAmazon SES
Best forAny mailbox you already haveVolume sending
SetupHost, port, credentialsAWS keys and region
ThroughputWhatever your provider allowsHigh, with your own limits

Pick SMTP if you already have a mail provider and your volumes are modest. Pick SES if you're sending campaigns to thousands of people — it's built for that, and it gives you deliverability controls SMTP relays generally don't.

Campaigns can also name a preferred provider, so a newsletter can go via SES while transactional mail continues over SMTP.

Connecting SMTP#

The SMTP settings form
The SMTP settings form

You'll need five things from your mail provider:

FieldNotes
Hoste.g. smtp.yourprovider.com
PortUsually 465 for SSL or 587 for STARTTLS
SecureOn for 465, off for 587
Username / passwordYour SMTP credentials — often not your mailbox password
From email / nameWhat recipients see in the From line

The from address should be at a domain you control and have authenticated. Sending as a domain you don't own is the fastest route to a spam folder.

Connecting Amazon SES#

The Amazon SES settings form
The Amazon SES settings form

You'll need an AWS account with SES set up:

FieldNotes
RegionThe SES region you verified your identity in, e.g. us-east-1
Access key ID / secret access keyAn IAM user with SES sending permission
From email / nameMust be a verified identity in that region
Daily / hourly send limitOptional caps, on top of whatever AWS allows you

Three things worth knowing before you start, because each one surprises people:

  1. New SES accounts are sandboxed. You can only send to addresses you've verified until you request production access from AWS. A campaign that "sends" but reaches nobody is usually this.
  2. The region matters. An identity verified in us-east-1 does not exist in eu-west-1. The region here must match where you verified.
  3. Give the IAM user only SES send permission. These keys are stored so BeigeCRM can send as you; there is no reason for them to carry anything else.

The optional send limits are your own guard rail — a way to bound the damage if a misconfigured automation starts looping.

Suppression#

Addresses that bounce or unsubscribe are added to a suppression list, and sending skips them from then on. That is a deliverability feature, not bookkeeping: continuing to mail addresses that bounce is what gets a sending domain reputation-blocked.

Find it under Settings → Email Suppression.

Testing before you send#

Every campaign has Send test, which delivers one copy to an address you choose. Use it after connecting a provider and after any change to it — a test send is the only way to know the credentials, the from address and the rendering all work together.

Last updated 2026-08-14