EMAIL SETUP

Send individual and bulk emails from the CRM, and configure your sending infrastructure with SMTP or Amazon SES.

Individual

## Sending an Individual Email

{'>'} From any contact or lead detail page:

1 Click Send Email in the header action buttons.

2 The email composer opens with the recipient's email pre-filled.

3 Choose a template (optional) or write your email from scratch.

4 Review the subject and body — variables are previewed with real values.

5 Click Send.

✓ The email is delivered immediately and logged on the contact's activity timeline.

***

Bulk

## Sending Bulk Emails

{'>'} To send the same email to multiple contacts or leads:

Go to Contacts or Leads and apply filters to target the right audience (e.g., Stage = Nurturing, Source = Website Form).

Check the box in the list header to select all records matching your filter, or select individual records manually.

Click Actions → Send Email. Choose an email template. Preview the email with sample variable values.

Review the recipient count and click Send to X Recipients. Emails are queued and sent over the next few minutes to avoid spam triggers.

⚠️ Bulk emails are sent to all selected recipients, even those you may have recently emailed. Check for contacts already in active automation sequences before sending a manual bulk email to the same group.

***

SMTP

## Configuring SMTP

📧 SMTP lets you send emails through your own email provider (Google Workspace, Microsoft 365, Mailgun, SendGrid, etc.).

Go to Settings → Email → SMTP and configure:

Setting	Value
AWS Access Key ID	From your IAM user credentials
AWS Secret Access Key	From your IAM user credentials
AWS Region	`us-east-1`
From Email	A verified SES email address or domain
From Name	The name recipients see

🔌 Click Test Connection to verify the settings before saving.

### Google Workspace SMTP

{'>'} Use smtp.gmail.com on port 587. For the password, create an App Password in your Google account security settings (requires 2FA to be enabled). Do not use your regular Google password.

### Microsoft 365 SMTP

{'>'} Use smtp.office365.com on port 587. Use your Microsoft 365 email and password. If your organization enforces Modern Authentication, use the Microsoft 365 integration instead of SMTP.

### Sendgrid / Mailgun

{'>'} Use the provider's SMTP relay credentials. Set the From Email to an address on a domain you've verified with the provider.

***

SES

## Configuring Amazon SES

☁️ Amazon SES is a high-volume, cost-effective sending option suitable for workspaces sending thousands of emails per month.

Go to Settings → Email → SES and enter:

Setting	Value
AWS Access Key ID	From your IAM user credentials
AWS Secret Access Key	From your IAM user credentials
AWS Region	`us-east-1`
From Email	A verified SES email address or domain
From Name	The name recipients see

**Prerequisites:**

1 Verify your sending domain in AWS SES (add TXT and DKIM records to your DNS).

2 Create an IAM user with ses:SendEmail and ses:SendRawEmail permissions.

3 Request production access from AWS to send to unverified addresses (sandbox mode only allows verified emails).

📌 Once SES is configured, all emails sent from ParsaLink — including automation emails — will route through SES. Monitor your SES sending metrics in the AWS console to track bounce and complaint rates.

***

Tips

## Email Deliverability Tips

✓ Use a custom domain — Sending from [you@yourcompany.com](mailto:you@yourcompany.com) is far more trustworthy than a generic provider domain.

✓ Set up SPF, DKIM, and DMARC — These DNS records authenticate your emails and significantly reduce the chance of landing in spam.

✓ Warm up new domains — Start with small send volumes and gradually increase over 2–4 weeks when using a new domain or SES account.

✓ Keep lists clean — Use suppression lists and regularly remove hard bounces to protect your sender reputation.