How To Add a 3rd Party Email/SMTP Account

SMTP ("Simple Mail Transfer Protocol") is the method of communication for emails, which allows you to use the email service within Our Software. Setting up your Email/SMTP provider will allow you to send out campaigns and more. We recommend using MailGun, but you may want to use another provider such as Gmail, Outlook, or other. Follow these steps to get your SMTP setup:

Step 1: Adding the 3rd Party

• Navigate to Settings > Email Services.

• Click Add Service

• Choose Other

• Fill out items in the pop-up

• Use the following link to determine the SMTP Provider and SMTP Port Number specific to the service you are integrating. Use outbound options (not inbound): https://www.arclab.com/en/kb/email/list-of-smtp-and-imap-servers-mailserver-list.html

• Save.

Troubleshooting Tip: Ensure that you approve any verification emails that are sent to your inbox as Our Software attempts to integrate with your email platform. If you are receiving an error message, this is often the cause.

NOTE: If you're using Gmail, Yahoo, or Outlook as your SMTP provider, please be advised that you may experience some emails being flagged as spam or not being sent out at all.

• If your SMTP provider is set to "[e-mail]" and in your workflow configuration, you try to use a different Gmail account like "[e-mail]", Gmail will often flag it as spam.

• If your SMTP provider is set to "[e-mail]" or "[e-mail]" and in your workflow configuration, and you try to use a Gmail account, Yahoo and Outlook will often prevent the email from even sending.

• If you are going to use Gmail, Outlook, or Yahoo as your SMTP provider, use the same email address for your workflows so you don't experience issues.

• Some providers have daily limits on the number of emails that can be sent. For example, current Gmail limitations allow for about 150 maximum emails daily.

NOTE: Only Mailgun reports stats back to__CompanyName. Other Email/SMTP providers currently do not report some or all stats back into Our Software

How to Add Multiple Lines in a Custom Value

Custom values are a great way to autofill information in various places within the system. You can use the HTML tag to split the text into multiple lines also known as the line break element. Here is how you can accomplish this within the system:

Step 1: Adding a Custom Value

Please navigate to Settings > Custom values and click on + Add Custom Value

Step 2: Enter the Name and Value

Name the value as preferred and within the value separate lines by including to separate the text into multiple lines

Step 3: Test the value

This example shows how to enter a custom value into an email with the email menu, you can also copy and paste this into many places within the system depending on what you are trying to accomplish