Setting up an outbound email mailbox is essential for sending automated system emails. Follow these steps to configure it:
Step 1: Open the Admin Area
- Navigate to the Admin area from the top menu of your application to begin the setup.
Step 2: Select Outbound Email Menu Item
- In the Admin area, under the Email menu, you will find the option Outbound Email. Click on it to proceed.
Step 3: Create a New Outbound Email Account
- Within the Outbound Email page, select New Group Outbound Email Account from the left-hand navigation.
Step 4: Assign a Unique Account Name
- Provide a unique and meaningful name for the new email account. This will help you easily identify the account later.
Step 5: Enter Connection Details
- Enter the connection details provided by your email provider. These details are necessary for setting up the account.
Step 6: Set Default Sender and Reply Information
- Enter default values for the sender address and name. Optionally, you can also set a reply-to address and name.
Step 7: Test the Connection
- To ensure that the details entered are correct, test the connection by clicking the “Send Test Email” button.
Step 8: Save
- Once all the data is successfully tested and confirmed to be correct, click Save to finalize the mailbox setup.
Additional Information:
- OAuth Authentication: If your mailbox requires authentication via OAuth, you must first set up an External OAuth Connection. For more information, refer to this article: External OAuth Connections
Note:
- The DataEngine is ideal for sending targeted event-based emails. For more complex email campaigns, it is recommended to use a dedicated tool, such as a marketing automation tool.
Follow these steps to successfully set up your outbound email mailbox and send automated emails efficiently.