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Discussion on Email Template Manage Module For Perfex CRM

Discussion on Email Template Manage Module For Perfex CRM

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110 comments found.

hi, how do I set up an automatic re-occurring email> e.g. a birthday email that automatically goes out every 12 months or a service reminder, that goes out every 3 or 6 months? I don’t see an option to make something re-occurring?

hello

You can set this in the “Special Mails” section on the left menu.

Here you can see the “Repeat every” field on the detail screen that opens. there you can see the year option or the 6 month option

https://demo1.suitedigital.net/admin/email_template_manage/special

oh, thank you!

Hi, i have 12 teams member . can they add own email through SMTP ? ( under same domain name) ex: info@company.com, sales@company.com, sales1@company.com ?

Hello,

Yes, you can define separate SMTP for each and assign it to your staff. You can check this process on the SMTP definition screen on my demo site.

Thank you. I have another question. can the team send an email schedule to a client?

Yes, you can schedule emails to be sent at a later date. Please explore the ‘Mail Timer’ and ‘Reminder’ sections in my module for more details.

the demo link is not working

how do i use my Microsoft365 imap, any idea?

You are yet to respond to my email. and also the special email page is not pop in out any template, which means i cant use it.

Hello, I apologize for the delayed response. I have replied to your email. Thank you.

Hello, I have a problem when closing send email. The tiny editor remains open. Can you help me fix this?

https://streamable.com/caad3y

Hello

I will check and get back to you

Hello,

I hope this message finds you well. I am currently facing an issue with the Mail Template Manage Module for Perfex CRM that I purchased from CodeCanyon. Specifically, when I configure my custom SMTP server in the “SMTP Settings” section, emails are not being sent. However, when I switch to using the “System SMTP” option, emails are sent successfully.

I have verified that the SMTP configuration is correct—there are no issues with the settings (hostname, port, username, password, etc.). Despite this, emails do not send when using the custom SMTP configuration.

Here are the steps I’ve followed:

I added my custom SMTP server details correctly in the “SMTP Settings” section. I attempted to send test emails, but they do not go through when using the custom SMTP configuration. Switching to the “System SMTP” option resolves the issue, and emails are sent without any problems. I have already reached out to your support team via email, but I have not received a reply yet. Could you kindly assist me in troubleshooting why the custom SMTP configuration isn’t working? Any help or guidance would be greatly appreciated.

Thank you for your attention to this matter. I look forward to your prompt response.

Best regards,

Hello,

I saw your email. I will get back to you via email

Thank you

Dear support,

i have the problem when i send a html email, and i want to answer the structure is completely destroyed and not looking like it looks in the send email. i use new version. pls tell me how can i fix it.

i try it to create the html emai with over 5 different email builder it still not working…

how we fix it..

thx for responsing

greetz

Dear kontakt035,

Thank you for reaching out and sharing your concern. I noticed that you haven’t purchased the module yet and have been testing it through the demo. After checking the emails sent using the demo, I found that the content appears correctly both in the original email and when replying. I also tested sending it to another email address, and the formatting remained intact.

If you are still experiencing issues, could you please send me a screenshot of the problematic email content? This will help me better understand the situation. You can send the screenshot to my email address: halilyazilim1@gmail.com.

Thank you for your cooperation, and I will do my best to assist you promptly.

Best regards, Halil

Uncaught ReferenceError: fnc_smtp_setting_dlg is not defined at HTMLAnchorElement.onclick (smtp_settings:4453:370)

see this error ?

Hello

This function is used on a single page only, and it’s quite unusual for this error to occur. Could you create a test user in the system for me and send the details via email? I’ll check it during the day and resolve the issue for you

Thank you

This is my email address: halilyazilim1@gmail.com.

If the issue persists, please feel free to reach out to me via email.

Hello,

I am using regular license of email template manage module. I have Multitenant Perfex CRM. When I create a tenant, the email module doesn’t appear for the tenant. How shall I use email module for multiple tenants ?

Thanks in advance.

However, it is not displayed for the tenant

Could you please reach out to me via my email address? My email is halilyazilim1@gmail.com.

Hello Team,

I am using personalization variables in the templates. When the trigger that uses this template gets activated the recipient receives the email however the variables don’t change. e.g., {lead_name}, {lead_email} Kindly provide the solution.

Best Regards, Abhijeet Palaskar

Ok, thanks for informing. When is the next update scheduled ?

It wouldn’t be right for me to give a date. I’m busy and working alone, but I’ll try to add what you want within this month.

Thank you so much. I appreciate it.

Sender email is wrong encoded – -Add Support for non-UTF8 sender names

Please fix this issue it appears you need to use something like this.

$encodedString = ”=?UTF-8?B?U2xhdm9tw61yIETFvnViw6Fr?=”; $decodedString = iconv_mime_decode($encodedString, 0, “UTF-8”); echo $decodedString;

Hi,

Thank you for your feedback. I will make the necessary changes to address the issue you mentioned. Could you please reach out to me at this email address: halilyazilim1@gmail.com

Thank you,

Hi, I’m running PHP Version 7.3.33 and when I activate the module it displays the HTTP ERROR 500 error. If I change PHP to 7.4 the module doesn’t run. Thanks

hello

I have a customer who uses PHP Version 7.4.33.

Can you send an e-mail to halilyazilim1@gmail.com

Thank you very much for the excellent support, It works well.

Hello Team,

Greetings !!

I am planning to purchase this module. I have gone through the demo of the module. I must say it’s a great add-on to the Perfex CRM. However, I need a clarification regarding “Format for the trigger request” field under Triggers option. Is it possible to add more options in the “Format for the trigger request” field ?

Thanks in advance !

Hello,

Thank you for your interest in my module.

Yes, I will add more triggers there. Please share with me the triggers you need. I will try to include them in the next updates.

Hello Team, We have a problem with IMAP. We cannot connect and see our inbox email. We use the same IMAP credentials to connect in thunderbird and it works.

Hello,

can you send your IMAP information to halilyazilim1@gmail.com.

I will check the inbox from my module.

thank you.

Dear Support Team, 1. we’ve purchased the “Email Template Manage Module For Perfex CRM” because we want to bulk contact leads. As far as we understand it, direct mass mailing is not directly possible. That’s why our idea is to use the triggers. We have created a “E-Mail senden” (engl. Send E-Mail) lead status for this purpose. Now we want to give this status to 10 contacts every day so that the mail is sent automatically. However, the trigger does not work for us.

So if we understand it correctly the lead could have every status it wants and when the “E-Mail senden” status is assigned to this status, the mail should be send, right? 2. We’ve tested creating another trigger (triggers when lead created) and that worked nearly fine. If we use a trigger here, the variables are not filled out correctly even though any data is filled in the contact.

3. Is there any possibility to connect the lead answers to the lead in our perfex crm? For example: If we send a mail to “test@test.com” and this lead answers, the answer is shown in the inbox. (that’s working for us) But in the lead contact only the email we send to the lead is shown in the activity log. It would be great if we could see the answers too. I hope that I have explained everything clearly. Please feel free to contact me if you have any questions. I look forward to your reply. Best regards, Bastian

Hello Bastian,

Thank you for the detailed information. I will proceed with the necessary checks. In the meantime, please send an email to halilyazilim1@gmail.com so I can reach out to you if I need further details. Once the checks are completed, I will get back to you through that email.

Best regards, Halil

Hi, I have an issue, when I send an email from smtp it shows me in the log that the email has been sent, but unfortunately no email has been received, can you help me with this?

Hello,

The email might have ended up in the spam folder. Could you please check your spam folder? Additionally, if there is any email address added as BCC, can you also check that email address? Has the email been received?

If there is still an issue, you can reach me via email. My email address is: halilyazilim1@gmail.com

Thank you

Thanks for the quick response, I sent you an email.

I replied to your email. We can continue from there

Thank you

Hi :)

We bought the plugin two weeks ago. As soon as we install it we get a 500 error and can no longer log in. Before that all customer data disappears in the backend after activating the module. Do you have any ideas how we can patch this?

Hello

I’m sorry to hear this

Can you send the test user information and FTP credentials of the perfex CRM server to halilyazilim1@gmail.com

I will check the logs to understand the error

Hi, I would like support. I configured SMTP and it works, but even though I think I entered the right IMPAP information I don’t receive any messages on INBOX. I ask you for help

Hi,

Your server needs to have the imap plugin added.

Emails are reflected in your system when cron runs.

If you can send the IMAP information to halilyazilim1@gmail.com, I can test the accuracy of the information.

Thank you.

If you could create an FTP account that grants access to my Email Template Manage module and share the necessary details with me, I can conduct my tests from there.

I replied to the email you sent. Please check it.

Hi, how are you? We already added an SMTP from our perfex emails, then we added a MailRelay SMTP server, but it gives us an error, it tells us that the email is not valid, we are using the userman that MailRelay provided us in its configuration, I sent you the data: SMTP Host smtp1.s.ipzmarketing.com SMTP port 587 SMTP user bpgmvoawxpke

What data should we enter in your module for it to work correctly? Thank you so much

Hello, I sent an email 2 days ago, but I did not receive a response, mailrelay tells me that the configuration is correct, it must be STARTTLS and port 587, but it does not work

hello,

I replied to your email within 30 minutes. when you say reply it sends it to your email address @nubetis.com.

I sent an email again Can you check your email addresses @elfiko and @nubetis

Hi, I have purchased this module about 2 months back and it was working fine. This new update is not good for forms submission. My lead forms don’t submit when I activated this module and when I deactivate it the forms are working fine. There might be a bug cos all perfex lead form are not working on my website with this module activated.

Hello,

Actually, there is no connection between lead forms and my module.

Can you send me test user information and the link to the lead form page on your website to halilyazilim1@gmail.com so that I can check in detail?

Ok I saw your email

Thank you

Hi

If we use the official standard SMTP Configurated for the Admin the SEND EMAIl works. We have created an account (STMP) for staff member but we keep getting an error “An error occurred while sending email” as soon as we click on SEND EMAIL. Why?

Hello

In the mail logs, there is an error description in the mail sending detail. Can you check there? You can also check the activity logs section.

If the SMTP information you defined for your staff is correct and you continue to receive an error, you can send an e-mail to halilyazilim1@gmail.com

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