Email set-up
In order to send e-mails to your patients, you need to set your e-mail addresses' SMTP settings.
SMTP probably doesn't sound familiar to you, but you can always check these details with your mail provider.
Enter the e-mail address you want to use to send your mails and click [Verify].
A verification code will be sent to the e-mail address you entered. Enter the verification code to continue.
If you have not received the code, click on send me a new code. It may take a few minutes before you receive the e-mail. Be sure to check your spam folder as well.
Then enter the sender name that the recipient will see when receiving the e-mail. This name may be different from the e-mail address. Click [Next step].
For Microsoft SMTP types such as Outlook, Hotmail and Office 365, the platform automatically chooses the first part of the entered email address at step 1 as the sender name when sending emails from Crossuite. This is because the Microsoft Graph API, which is used for sending messages, does not support a custom sender name. So the sender name for Microsoft mailbox users is not configurable from within Crossuite.
It is possible to have this modified by an IT administrator through the dedicated management panel of your Microsoft corporate account. The IT administrator can configure that Outlook messages are sent on behalf of another user or mailbox permissions are assigned to another Microsoft 365 user. However, this means there is a shared email account within the company and the name of that email account is used for sending emails.In step 3, you have the option to customise the footer of your mails. You can read more about how to set this in the article Set footer / mailfooter. Click [Next step].
In step 3, you have the option to customise the footer of your mails. You can read more about how to set this in the article Set footer / mailfooter. Click [Next step].
Finally, you set the type of SMTP to connect to your SMTP server. At the top of the drop-down menu under SMTP type, we already have some common types. If your SMTP type is listed here, select the type applicable to your mail address.
If your mail address is a Hotmail/Live, Outlook, Office365 or Gmail address, connect the SMTP by logging in with your mail address and password of your e-mail account.
If you have a One.com email address, you connect to the SMTP by entering your One.com username and password at the bottom. Your username and password are the same as your email address and password you use to log into your mailbox/account at One.com.
If you have another mail provider, choose the 'Other' option. The SMTP details are up to you.
An authentication is required. Choose [normal password] or [encrypted password].
SMTP data can often be found online. For example, search for ‘SMTP Telenet’ in Google to find Telenet's SMTP details. If you cannot find the details online, contact your mail provider so they can provide you with the SMTP details.
If your mail provider did not provide a username or password, this is almost always your e-mail address and the corresponding password to log into your mailbox/e-mail account.
In most cases, mail providers also provide incoming server and POP3/IMAP data. You do not need these data. The SMTP data you need are always those of your outgoing server.
Click [Verify SMTP configuration] to test and add your SMTP connection. If the connection fails, it means there are SMTP details that are not correct.
Be aware of your mail provider's limitations. Some providers impose restrictions on the number of emails sent per x minutes, or in general how many emails are sent per day.
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