What this page is for
This page sets up the e-mail channel: which provider sends your business's e-mail, and what address it sends from. Only one provider sends e-mail at a time. Its sign-in details are stored encrypted and are never shown again, not even here — a saved password is replaced only by typing a new one.
Only people whose role can manage settings see this page.
Fields
Provider
Which mail provider sends your e-mail.
- Mail server (SMTP): SMTP (Simple Mail Transfer Protocol) is the ordinary way to send e-mail through your own mail server or a mail service.
- Test provider: records every message in the log and sends nothing to anybody, so you can try the flow before your mail server details are ready.
Example: Mail server (SMTP)
Send from address
The address your business's e-mail appears to come from. Required.
Example: receipts@acaciagrill.co.ke
Server address
Your mail service's server address. Required the first time you save an SMTP connection; left blank afterwards keeps what is stored.
Example: smtp.mailservice.co.ke
Port
The port your mail server listens on.
Example: 587
User name
Your mail server account's user name.
Example: receipts@acaciagrill.co.ke
Password
Your mail server account's password. Stored encrypted and never shown again; leave it blank to keep the one already saved.
Send on this channel
Shown only once a connection is already saved. Switch off to stop sending without losing the details.
How to…
How to set up e-mail
- Go to Messaging connections and press Set up on the E-mail card.
- Choose Provider. For Mail server (SMTP), fill in Server address, Port, User name and Password.
- Type the Send from address.
- Press Save connection.
- Back on Messaging connections, send a test and register delivery reports.
How to change an existing connection
Press Change details on the E-mail card. Blank credential fields keep the stored value — only fill in what you are changing.