How to Configure Email Sending Configuration

Introduction

Properly configuring your email sending settings is crucial for ensuring your eDirectory website can reliably send out system-generated emails, such as notifications, alerts, and contact form submissions. This guide provides detailed instructions on configuring email sending, with specific steps for eDirectory-hosted email accounts and general guidelines for third-party email providers.

Overview of Email Sending Configuration:

eDirectory allows you to configure email sending for system-generated emails, including:

• Notifications
• Alerts
• Contact form submissions

To set up email sending, you'll need to go to Settings -> Email Sending Configuration and configure the following information:

• Outgoing Server Name (SMTP Server): The address of your mail server.
• SMTP Port Number: The port number used for secure email transmission.
• Email Address: The email address you want to use as the sender.
• Username: The email address you just added in the previous field.
• Password: The password associated with the email account.

Configuration for Emails Hosted by eDirectory:

If your email accounts are hosted by eDirectory, use the following settings:

• SMTP Server: mailserver01.edirectory.com
• Port: 465
• Encryption: TLS/SSL required
• Email Address: your-email@website.com
• Username: your-email@website.com (Use the full email address)
• Password: The password for your email account

Step-by-Step Instructions (eDirectory-Hosted Emails):

1. Log in to the Site Manager:
   • Access your website's administrative backend by logging into your Site Manager account.
2. Navigate to Email Sending Configuration:
   • Go to the "Settings" section.
   • Select "E-mail Sending Configuration" from the available options.
3. Enter the Required Details:
   • Fill in the form with the following information:
     • Server: mailserver01.edirectory.com
     • Email Address: Enter your complete email address.
     • Username: Enter the same email address as in the previous field.
     • Password: Type your email account password.
     • Port: 465
     • Authentication: SSL

4. Save the Configuration:
   • Click "Save Configuration" to apply your settings.
   • If the configuration is successful, the system will confirm the changes. If there are errors, you will receive a notification.

Important Notes:

• Administrator Email Configuration: It is crucial to configure the Administrator email address. This is the email where you'll receive important notifications from your site, including contact form submissions. To do this, ensure the "Email sending configuration" option is enabled.

• Password Updates: If you change the password of an email account configured in "Settings" > "Email Sending Configuration," remember to update the password within the Site Manager to maintain proper email sending functionality.

• For information on managing leads in eDirectory, refer to our article: "Understanding Leads in eDirectory".

Using Third-Party Email Providers:

When using a third-party email provider (e.g., Gmail, Yahoo, Zoho), you will need to obtain the specific SMTP settings from their support resources.

Step-by-Step Instructions (Third-Party Email Providers):

1. Log in to the Site Manager:
   • Access your website's administrative backend by logging into your Site Manager account.

2. Navigate to Email Sending Configuration:
   • Go to the "Settings" section.
   • Select "E-mail Sending Configuration" from the available options.

3. Enter the Required Details (Obtained from Your Provider):
   • Fill in the form with the following information, ensuring the accuracy of the details provided by your email provider:
     • SMTP Server: The SMTP server address provided by your email provider.
     • Email Address: Your email address.
     • Username: Your email account username (may or may not be the full email address).
     • Password: Your email account password.
     • Port: The SMTP port number provided by your email provider.
     • Authentication: The authentication method required by your email provider (e.g., SSL, TLS).

Important Notes and Best Practices:

• Username Format:
  • For eDirectory-hosted emails, always use the full email address as the username.
  • For third-party servers, confirm the correct username format with your provider.
• Authentication:
  • Both incoming and outgoing mail servers require authentication. Ensure the username and password are correct.

SMTP Details for eDirectory-Hosted Emails (Recommended Secure Settings):

• Username: your-email@website.com
• Password: Your email account password
• Incoming Server: mailserver01.edirectory.com
• IMAP Port: 993
• POP3 Port: 995
• Outgoing Server: mailserver01.edirectory.com
• SMTP Port: 465
• IMAP, POP3, and SMTP require authentication.

Conclusion

By carefully following the instructions in this guide, you can successfully configure your email sending settings in eDirectory. Whether you are using eDirectory-hosted email accounts or third-party providers, accurate configuration is essential for reliable email delivery. Remember to consult your provider's documentation for specific settings if needed. If you encounter any difficulties or require further assistance, our support team is available to help.