Module: Email Profiles

Path: Company > Company > Email Profiles

Topic: Email Profiles

Version(s):  5.1 and up

Editions: All

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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.

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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.

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.

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.

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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.
   

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Setup

Tool Bar

Utilizing the buttons on the tool bar  you can:

Add new 

Print 

Filters

 

Add New

To add a new profile 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.

1. Client - Client profile is being created for
   
2. Profile Name: This is customizable to your organization.
   
1. It is recommended to relate this to what the profile will be used for within OLX.
   
2. Profile name is required.
3. Outbound Server: The e-mail server you use to send company e-mail.
   
1. Server is required.
   
2. If you're unsure what the server is you made need to do an internet lookup for {insert your email provider} server settings
1. 

   If using SendGrid please refer to setup instructions found HERE
   
4. Outbound Port: Your mail provider can provide this information for you
   
1. Most mainstream SMTP servers utilize 587
5. Inbound Server: The e-mail server you use to receive company e-mail.
   
1. If you're unsure what the server is you made need to do an internet lookup for {insert your email provider} server settings
   
6. Inbound Port: Your mail provider can provide this information for you
   
1. Most mainstream SMTP servers utilize 995
7. Login: User login information
   
1. Login is required.
8. Password: User Password
   
1. Password is required.
9. Confirm Password: Reenter User Password
   
1. Confirm Password is required.
10. From (default): The return address as it appears on the e-mail.
    
1. From Default is required.
11. Auth Mechanism: Should be using UserPassword unless told otherwise by your email provider.
    
1. UserPassword- method used to verify the identity of a user sending emails through an email server. It ensures that only authorized users can send emails, preventing spam and unauthorized access.
2. CRAMMD5- utilizes a challenge-response mechanism, where the server sends a random challenge, and the client responds with a hash of the challenge using the user's password as a secret key
3. NTLM - allows clients to authenticate to an SMTP server without sending their password directly, using a challenge-response mechanism
4. Kerberos - an authentication protocol for trusted hosts on untrusted networks
12. 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

"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.