Calley Pro users can send emails seamlessly via SMTP (Simple Mail Transfer Protocol), allowing them to integrate their preferred email service provider. This feature is particularly useful for sending personalized follow-ups, appointment confirmations, and marketing emails directly from the Calley platform. Instead of switching between different tools, you can automate email communication effortlessly. In this guide, we’ll walk you through the setup process, template creation, and how to send emails via SMTP from both the web panel and mobile app.
Log in to Calley Pro Panel.
As you login redirect to Calley Pro Dashboard, to start with SMTP profile Setup go to Messages > Email > Profile Setup
Click on Add New button.
Fill in the required fields
Click Submit to store your SMTP profile.
After saving, click on Test Connection to ensure the SMTP profile is configured correctly.
Click Add New.
Provide required details.
Select Profile.
Enter the Subject Line for the email.
Design the email content using the text editor. You can include variables like {%name%}, {%contact%}, {%notes%}, {%agent name%} for personalization.
Click Save to store your template.
Email Template Created Successfully.
Prerequisite: Ensure the call list includes an email ID for each contact. Emails cannot be sent for numbers without a valid email address.
Once the call is done then update the feedback on the Call from Browser page.
To send the Email, Select the desired email template from the dropdown menu.
Click on Save and Pause send the Email and Pause the session else Click on Next Call button to send the email and moves to the next contact in the list.
Prerequisite: Ensure the call list includes an email ID for each contact. Emails cannot be sent for numbers without a valid email address.
After completing a call, On the mobile app post-call feedback page will appear.
To send the Email, Select the desired email template from the dropdown menu.
You'll see the available email templates, each with a corresponding Send Email button.
Click the Send Email button of the Template you want to sent.
Email sent successfully.
Click on Save and Pause to Pause the session else Click on Next Call button to moves to the next contact in the list.
✅ Professional Communication – Send emails from your own business email, building trust.
✅ Easy Follow-ups – Automate emails to stay connected with leads.
✅ Better Engagement – Personalize messages for higher response rates.
✅ Saves Time – No need to switch between email platforms.
✅ Boosts Sales – Timely emails increase conversions.
✅ Organized & Trackable – Manage all sent emails in one place.