Marketing and CRMProvider guide1 min read
Configure Marketing email and templates
Understand outgoing email configuration, editable templates, test messages, and provider separation.
Version 1Last reviewed 23 Aug 2026
Marketing email is a communication channel with its own templates, sending rules, and provider configuration. Use the permitted SMTP or administrator-managed mail path for the product you are operating; Creator Core purchase email and platform support email are not Marketing SMTP workflows.
Templates should be edited with clear subject lines, brand language, unsubscribe behavior, and safe merge fields. Test a message before enabling a campaign or automation. Never put an API key or SMTP password in the template body.
Common questions
Why did a test email fail? Check credentials, sender identity, provider restrictions, DNS or domain verification where applicable, and the mail log. Why is Creator purchase email not using my Marketing SMTP? Creator Core purchase and payout messages intentionally follow the administrator’s Core mailer isolation.
Steps
- Open Marketing Settings and review the permitted email configuration.
- Choose or edit an approved message template.
- Send a test to an authorized internal address.
- Check the delivery result before activating campaigns or automations.