Configuration

Before sending notifications you need to configure at least one delivery channel. The module supports Email (SMTP), SMS, and WhatsApp.

Email (SMTP)

The module uses Perfex CRM's built-in SMTP configuration for sending emails.

1. Go to Setup → Settings → Email.
2. Enter your SMTP host, port, username, and password.
3. Choose the encryption type (TLS / SSL).
4. Click Save and use the Send Test Email button to verify delivery.

info

If test emails arrive but module emails don't, check that the "From" address matches a verified sender on your SMTP provider.

SMS Gateways

1. Go to Setup → Settings → SMS.
2. Enable your preferred SMS gateway:
   • Twilio — enter Account SID, Auth Token, and sender phone number
   • Clickatell — enter API key and sender ID
   • MSG91 — enter Auth Key, sender ID, and route
3. Click Save and send a test SMS to confirm everything works.

tip

Make sure sender phone numbers are in E.164 format (e.g. +1234567890). Most delivery failures are caused by incorrectly formatted numbers.

WhatsApp via Twilio

WhatsApp messages are routed through the Twilio WhatsApp Business API and bypass Perfex's built-in SMS provider.

1. Navigate to Custom Email/SMS → Settings.
2. Toggle WhatsApp for SMS to enabled.
3. Enter your Twilio credentials:
   • Account SID
   • Auth Token
   • WhatsApp sender number (must be an approved Twilio WhatsApp number)
4. Click Save.

For detailed setup and testing steps, see WhatsApp Setup.

warning

Always comply with Twilio and WhatsApp Business policies. You must obtain recipient opt-in before sending WhatsApp messages.