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CA Cloud Desk

Email (Marketing)

Use the Email option under Communication to configure SMTP, create reusable templates, and send one-to-one or bulk emails to your clients and client groups.

Path

Login (Partner Desk) → Communication → Email

Log in to your CA CloudDesk Partner Desk account. From the left navigation menu select Communication, then click the Email tile.

Dashboard with Communication menu highlighted
Dashboard — open the Communication menu from the left panel.
Communications screen with Email, SMS and Notification tiles
Communications — choose the Email tile to work with email communications.

Email screen overview

Inside the Email screen three tabs are available at the top: Send Email, Send Email By Groups, and View Sent Emails. Start with SMTP Configuration and Email Templates so that sending becomes quick and consistent.

Step 1 — SMTP Configuration (mandatory)

1

Open SMTP configuration from Settings

On the Send Email tab, click the Settings icon on the top-right corner and choose SMTP. This opens the SMTP Configuration screen.

Send Email screen highlighting Settings icon and SMTP option
Send Email — open the Settings menu and select SMTP.
2

Fill in SMTP details

In SMTP Configuration, enter the email server details provided by your email service. These settings are mandatory to send emails from CA CloudDesk.

Email Password Host Port Default (Tick to mark as default SMTP)
SMTP configuration form with Email, Password, Host, Port and Default fields
SMTP Configuration — add your email server details and save.
If you use multiple SMTP accounts, mark one as Default so that it is selected automatically when sending emails.

Step 2 — Add Email Template

3

Open Add Email Template

From the Send Email screen, click the Settings icon and choose Add Email Template.

Send Email screen highlighting Add Email Template option
Settings — use Add Email Template to create reusable content.
4

Create and save your template

On the Add Email Template screen you will see three tabs: Add Email Template, View Email Template, and Deleted Email Template. To create a new template, stay on the Add Email Template tab and fill the required fields.

Title Subject Email Template (Body content)
Add Email Template form with Title, Subject and Email Template editor
Add Email Template — define title, subject and email body, then save.
Use clear titles (for example, GST Filing Reminder) so you can easily select the correct template while sending emails.

Step 3 — Send Email

5

Fill email details

On the Send Email tab, choose the SMTP and template, select the client, and enter recipient details.

SMTP — Select a SMTP Template — Select a template Client — Select or Add New Client Additional Email CC Email Subject Content (Email body editor) Footer Template — Select a Footer template Footer Content Attachments — Add Attachment
Send Email form with SMTP, Template, Client, subject, content, footer and attachments
Send Email — complete all fields and add optional footer and attachments.
Use the Footer Template and Footer Content to maintain a consistent signature (for example, partner name and firm details).
6

Send or schedule the email

After filling all required fields, choose one of the actions at the bottom: Send Email to send immediately, or Schedule and Send to deliver it later.

Step 4 — Send Email By Groups

If you have already created Client Groups in the system, use the Send Email By Groups tab to send the same email to all clients in a group at once.

  • Open the Send Email By Groups tab.
  • Select the required group and SMTP / template, then review subject and content.
  • Click Send Email or Schedule and Send to send to the whole group.

Step 5 — View Sent Emails

Use the View Sent Emails tab to track all emails sent from CA CloudDesk. You can review past communication, check status, and confirm which template or SMTP was used.