Email Account

Email Account

Overview

You may be handling email workitems as part of your work in the platform. Having an email account is a prerequisite for handling these types of workitems. This article explains how you can go about creating and configuring an email accout.

Creating an Email Account is essential. if your organization is planning to have the system pick up and route email work items Valid information must be entered in all fields or the system will not be able to access your email server.

  • Name is where you enter the name of the Email Account The Name field must contain the correct address otherwise work items will not route correctly
  • Description is where you enter the description of the email address. You can elaborate the purpose of the Email Address The description is only seen on the creation page
  • Email Address is the email address that you want the system to access in order to pick up and distribute emails amongst your users
Type

There is more than one email communication protocol for connecting to email servers. In in order for the system to successfully access the email messages that are sent to your email account you will need to select the correct email server protocol that is used to connect to your email server. Enter the protocol that is provided to you by your email provider or IT manager. NOTE the system only support secure email protocols

  • IMAPS
  • POP3S
  • SMTP
Host

A host can be the name of a server or group of servers in charge of handling your incoming email. You can find your host name by consulting your IT Manager or accessing the web page of your provider, ex the host for a gmail account is imap.gmail.com

Port

is the port on the incoming email server that is open to communicate with other email servers. You can find your port by consulting your IT Manager or accessing the web page of your provider, eg the port for a gmail account is 993

Username

Your username is the username you chose when you created your email account. It is most likely your email address but it does not have to be. If you are unsure of your username consult your IT Manager

Password

The password is the password you chose when you created your email account. if you are unsure of your password consult your IT Manager

Connection Timeout (ms)

Is the amount of time is milliseconds you would like the system to wait when trying to connect to the email account. If the system attempts to connect to the email but is not able to connect for x milliseconds the system will time out and try again. an example 30000 means the system will wait 30000 ms (30 seconds) before timing out and trying again.

Read Timeout

Is the amount of time is milliseconds you would like the system to wait when trying to retrieve email from the email account. If the system attempts to read the email after x milliseconds the system will time out and try again. an example 240000 means the system will read the email for 240000 ms (240 seconds) before disconnecting and trying again.

SMTP Host

An SMTP host can be the name of a server or group of servers in charge of sending your outgoing email. You can find your SMTP host name by consulting your IT Manager or accessing the web page of your provider, ex the SMTP host for a gmail account is smtp.gmail.com

SMTP Port

is the port on the outgoing email server that is open to communicate with other email servers. You can find your port by consulting your IT Manager or accessing the web page of your provider, ex the port for a gmail account is 587

Assigning an Email Account to a Campaign

After you have completed creating an email account you must assign the email account to a campaign in order for the system to begin routing emails.

To assign an Email Account to a campaign first navigate to campaigns. Next select the campaign you want to use . scroll down to Email Account located under address. Select the file icon to the right of Email Account. A pop up window will open with the list of Email Accounts. Choose one and select OK

Click Here to Download Linked File

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.