How do I configure outgoing Emails?


  1. Go to Config > General > Automated Emails.

Email Addresses

Configure the email address that are used when sending out Emails from CircuiTree.

  1. Select Addresses.

  1. To edit an existing address, select the  icon. To remove, select the  icon.
Note – Only Email Addresses that are not currently being used in a Automated or Scheduled Email can be deleted.
  1. In the lower right hand corner, select Add Email Address.
  2. Enter a Display Name that will show in the From line of the email as well as the Email Address.


  1. Select Save.

Auto Email Triggers

Triggers are associated with queries that are used for sending Scheduled Emails.

Note – It is not recommended to change the queries associated with Triggers as it will affect the sending of existing Scheduled Emails. Please contact Support if you are needing to make a change.
  1. Select Auto Email Triggers.

  1. If you click Edit, you can see the query the trigger is using.


SMTP Provider

The process of sending an email through CircuiTree works as follows:

  1. An Automated, Scheduled or Mass Email is generated in CircuiTree.
  2. Email is sent to a third party provider via SMTP.
  3. Third party sends email out.

CircuiTree recommends selecting a transactional email service as your third party SMTP provider in order to send emails. A transactional email provider will increase the deliverability of your emails as well as let you look up to see if a specific email was delivered to an address or not. These providers are designed to send emails in bulk and prevent your email address from ending up on a SPAM list.

Other services like Gmail and Microsoft Exchange Server limit the number of emails that you send in a given day, since they are trying to prevent individual accounts from sending SPAM.

Note – Providers typically require that you verify your sending domain in order to send emails using their services. This is to ensure that you own the domain that you are sending emails from [i.e. that you own]. You may need to involve the person in your organization who manages your website, email server, or domain management in order to complete this task.

There are several transactional email services, but here are a few that other clients are currently using.


  1. Follow Getting Started Guide to create an account.
  2. Make a note of the SMTP settings – How to set up SparkPost as your SMTP Relay

Mailchimp / Mandrill

  • Allows you to create templates in Mailchimp, send them to Mandrill and select them in CircuiTree. How do I send emails using Mandrill?
  • Mandrill is the transactional email service that sends the emails.
  • Requires setting up a Mailchimp Grow account as well as purchasing a block of 25,000 emails from Mandrill.
  • Mailchimp offers at 15% discount to nonprofits.To request the discount, sign up for a free account, and contact their Billing team with your username and a link to your organization’s website.
  1. Follow the Create an Account guide and select a Grow account.
  2. Add Mandrill to your Mailchimp account
  3. Make a note of the SMTP settings – Where do I find my SMTP credentials?


  1. Signup for a Mailgun account.
  2. Make a note of the SMTP settings – Where can I find my API Key and SMTP Credentials?


Once you have your SMTP settings, follow these steps:

  1. Click on Settings.

  1. Enter your information from your third party SMTP provider in the fields. If you are using Mandrill Templates, enter your Mandrill API key.
  2. Select Save.

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