Managing Email Configuration

• Hierarchy
• Required Parameters
• Configuration Process

Overview

To send emails through our platform, you must provide an email configuration.

{warning} We don't offer an email server by default, however you could use our email sending service, if that is required. However we can't give any guarantuee on the email deliverability.

Hierarchical Configuration

The configuration follows a hierarchical structure, allowing you to define global settings or override them at the event or email campaign level.

Global Email Configuration

• Customer Homepage: You can define a global email configuration on your customer homepage. This configuration is automatically applied to all emails sent via our platform.

Event-Level Configuration

• Event-Specific Settings: You can override the global email configuration at the event level. If an event-specific configuration is provided, it will be used for all emails related to that event.

Email Campaign-Level Configuration

• Campaign-Specific Settings: You can further override the configuration at the email campaign level. If an email campaign belongs to an event, it will inherit the event's configuration or the global configuration if no event-specific settings are provided.

{danger} If you specify the configuration on Event or Email Campaign level, you have to setup the complete email configuration.

You cannot simply change the Sender Name for example, this would require a complete new email configuration setup.

Parameters

Required Parameters

To configure email settings, the following parameters are required:

• Sender Name: The name that appears as the sender of the email.
• Sender Email: The email address that appears as the sender of the email.
• Reply-To Email Address: The email address to which replies should be sent.
• SMTP Address: The address of the SMTP server used to send emails.
• SMTP Port: The port used by the SMTP server.
• Authentication Username: The username for authenticating with the SMTP server.
• Authentication Password: The password for authenticating with the SMTP server.

Optional Parameters

• Custom Headers: You can set up custom headers if supported by your email provider. This allows for additional customization and functionality in your email communications.

Configuration Process

Setting Global Configuration

1. Navigate to Customer Homepage: Go to the customer homepage settings.
2. Enter Required Parameters: Fill in the required parameters (Sender Name, Sender Email, Reply-To Email Address, SMTP Address, SMTP Port, Authentication Username, and Authentication Password).
3. Save Settings: Save the configuration. This will apply to all emails sent via the platform unless overridden at a lower level.

Setting Event-Level Configuration

1. Navigate to Event Settings: Go to the settings of the specific event.
2. Enter Required Parameters: Fill in the required parameters if you need to override the global configuration.
3. Save Settings: Save the event-specific configuration.

Setting Email Campaign-Level Configuration

1. Navigate to Email Campaign: Go to the specific email campaign settings.
2. Enter Required Parameters: Fill in the required parameters if you need to override the event or global configuration.
3. Save Settings: Save the campaign-specific configuration.

Conclusion

By managing your email configurations effectively, you can ensure that your emails are sent with the correct settings and that you maintain consistency across your communications. The hierarchical structure allows for flexibility, enabling you to apply global settings while also providing the ability to customize settings for specific events or email campaigns as needed.