Editing Email Settings in Clik Cert

There are two ways of emailing from Clik Cert. You can either use our SMTP settings or your own SMTP settings. We always recommend that you use your own if possible, so that your cert emails come from an email address that belongs to you.

To set this up, go to Edit > Settings.

Click on ‘Email’ on the left-hand side.

Using Clik’s SMTP Settings

Choose a display name, this will be the name that appears on the email, so they know who the email is from. Put your name in or your company name.

The default subject and default body are the text that is in the subject box in an email and the main body. If the subject and body change depending on the cert, leave these boxes blank, you can fill these in when you email the cert.

In the ‘Reply To Address’ box, enter your email address.

Please see the example below.

Alternatively, for the ‘Default subject’, you can use the subject ‘builder’, which allows you to pull some predefined information from your certificate.

To use the subject builder, click on the ‘tag’ icon to the right of the ‘Default subject’ field.

You can then double click on the tags on the left or click them once and then hit the arrow icon to move them to the selected tags section. You can see in our example below it has generated a format with the tags included and a preview of how that would look. You can also type freely into the format box to add additional details like your company name.

Using Custom SMTP Settings

If you want to use your own SMTP settings, tick ‘Use Custom SMTP Details’, which will cause some additional fields to pop up that will need to be filled out. In these added boxes, add the server, port, from address, username, and password that you have received from your SMTP provider.

If you are unsure of these details, then contact whoever manages your email settings.