Step by step
- Open Communicate > Email Providers.
- In Add Email Provider give a Provider Name and the Server (for example smtp).
- Enter the Host and Port of your mail service (for example smtp.gmail.com and 587) and choose the Encryption: TLS, SSL or None.
- Enter the User Name and Password of the mail account, then the Sender Mail and Sender Name the customer will see.
- Set Status to Active and press Save.
- In the list press the paper plane icon (Test connection). Type an Email, Subject and Email Body and press Send Email to check that mail goes out.
- The pencil icon loads a provider into the form to change it, and the bin icon deletes it.
Good to know
- Server, Host, Port, Encryption, User Name, Password, Sender Mail and Sender Name are required, and Port must be a number.
- Only one provider sends mail. Saving one as Active turns the others off.
- When the test mail cannot be sent, the message from the mail server is shown, so you can correct the settings.
- The Email pages need the Email Integration app and the Email Providers permission.