Email Profiles

Email Profiles

Module: Email Profiles
Path: Company > Company > Email Profiles
Topic: Email Profiles
Version(s):  5.1 and up
Editions: All

What Is Email Profiles

Email. We all would agree that it plays a huge part in our business and daily lives. According to statistics in 2020 212+ billion emails are sent/received daily. The average business emails that were sent/received daily per person was reaching a staggering number of 131. Those numbers were from 2020 and are only increasing every day. Email is a major factor to consider when incorporating any business opportunity. Here at Orderlogix we make sure you are able to communicate with your business partners and customers via email as easily as possible. 

We are excited to announce a new feature brought to you in 5.1 called Email Profiles! This new feature cleans up and organizes SMTP information making it easy to find what you're looking for.

I know, I know. If you've been with Orderlogix prior to 5.1 you're thinking "Now I have to remember a new location", the answer is No! We've linked the former locations to the new location. No matter where you go, you get to where you need to be.

Making The Connection

What Are The Default Profiles Used For?

  1. DefaultNotificationProfile is used when you setup Notifications in OrderLogix
  2. DefaultDeliveryProfile is used when setting up scheduled Jobs to email results outside the system

Where Will I See This Within OLX?

5.0

Lets take a stroll down memory lane.

In 5.0 SMTP server information for the DefaultDeliveryProfile was setup at Company Data > Company > System Preferences > Delivery/Default tab.


SMTP server information for the DefaultNotificationProfile was setup at Company Data > Notifications > Notifications Management > Edit Preferences.


If the SMTP information changed you had to remember which location to go to, depending on which profile you needed to update. If changes needed to be made to both profiles you had to navigate to both locations. This was time consuming, not to mention frustrating at times.

5.1

Now let's cruise through the new and enhanced 5.1.

Navigate to Company Data > Company > Email Profiles


You now have a one stop access to all SMTP server setups used within your Orderlogix system.

What Reports Can Be Pulled?

At this time there are no reports to handle email profiles.

What Imports/Exports Relate to Email Profiles?

At this time there are no imports to handle email profiles.

Troubleshooting

  1. Could not send email: SMTP protocol error. 530 5.7.0 Must issue a STARTTLS command first.

    1. If Email Client is set to Legacy change to Secure

  2. Could not send email: SMTP protocol error. 504 5.7.4 Unrecognized authentication type

    1. You will need to provide us with the following information so we can allow OLx through our firewalls to the new SMTP server
    2. SMTP Request Form

  3. The message could not be sent to the SMTP server. The transport error code was 0x80040217. The server response was not available

    1. This is indicating that the email server was not able to be connected to either because of invalid credentials or because the server is unable to send messages.

  4. Could not send email:Connection failed: A connection attempt failed because the connected party did not properly respond after a period of time, or established connection failed because connected host has failed to respond

    1. Check the port. If you are using a port other than 587, it is recommended to update and test again.

Setup

Tool Bar

Utilizing the buttons on the tool bar  you can:
Go back to the previous screen 
Add new 
Print 
Minimize module 

Filters

We have incorporated search filters at the top to make it easier to find the profile you're looking for. 


Select the dropdown on Filters #1 and 2, you will see a list of settings that you are able to filter your list of email profiles by. You can select the option to AND Filter #2 to the returned results of Filter #1. Alternatively you can select the option to OR Filter #2 to the returned results of Filter #1. 
 

Below Filter #1 you have the option to select how many profiles are shown on the page at a time.


Add New

To add a new profile you navigate to the far right side of the screen on the Email Profiles header bar and locate the Add Email Profile action button  located beside the printer icon.

Clicking on the action button will popup a blank Email Profile setting page, as seen below:


All fields are required to have a working Email Profile.
  1. Profile Name: This is customizable to your organization.
    1. It is recommend to relate this to what the profile will be used for within OLX.
  2. Server: The e-mail server you use to send company e-mail.
    If using SendGrid please refer to setup instructions found HERE
  3. Login: User login information
  4. Password: User Password
  5. Confirm Password: Re enter User Password
  6. Port: Your mail provider can provide this information for you
    1. Most mainstream SMTP servers utilize 587
  7. From (default): The return address as it appears on the e-mail.
  8. Email Client: Should be using Secure unless told otherwise by your email provider.
    1. Secure - Multi-factor authentication
    2. Legacy - Any authentication method older than Secure methods (see above)
  9. Is Active: Check this box to activate
  1. Save: To save changes and exit popup
  2. Close: To exit popup without saving changes
  3. Send Test Email: Will send a test email
  4. Delete: Delete profile settings and exit popup

Make Note

It's important to always remember when utilizing Email Profiles within Orderlogix:
  1. OLX will require that a firewall rule be provisioned to allow the connection
  2. The system/network administrator responsible for smtp.{customer_domain}.com will need to evaluate what, if any, configuration changes are required to allow connections from the OrderLogix Production Network 
SMTP Request Form can be found attached at the end of this article.
Firewall information can be found HERE

Edit Profile

You can edit an existing email profile from several screens.
"DefaultDeliveryProfile" & "DefaultNotificationProfile" are reserved profiles and unable to be renamed or deleted.
These are required for existing features for file delivery & notifications. 

Email Profile Screen

From the Email Profile screen you can click the edit action button  next to any profile to edit the information via a popup.

System Preference Screen

Navigating to Company Data > Company > System Preferences > Delivery/Default tab you are able to edit the DefaultDeliveryProfile. The System Preferences article has more information on that.

Notification Management Screen

Navigating to Company Data > Notifications > Notifications Management > Edit Preferences you are able to edit the DefaultNotificationProfile. You can read the Notification Management article for more information.


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