How to Configure Global SMTP for Email module in workflow

Overview

FlowMattic’s Email module enables users to send emails in workflows using either SMTP or the PHP mail function. This guide provides a step-by-step process to configure global SMTP settings for the Email module, ensuring seamless email delivery.

Steps to Configure Global SMTP Settings

Step 1: Access FlowMattic Settings

1. Log in to your FlowMattic admin panel.
2. Navigate to the settings page by clicking on the Settings option in the FlowMattic admin menu.

Step 2: Locate the SMTP Settings Section

1. On the settings page, find the section labeled SMTP Settings for FlowMattic Email Module.
2. This section is where you will input the SMTP configuration details.

Step 3: Provide SMTP Configuration Details

Fill in the following fields with the appropriate information:

• Server Name: Enter the hostname of your SMTP server (e.g., smtp.gmail.com).
• Port Number: Specify the port number used by the SMTP server (e.g., 587 for TLS or 465 for SSL).
• SMTP Username: Provide the username required for SMTP authentication.
• SMTP Password: Enter the password associated with the SMTP username.
• Encryption Type: Choose the encryption type to secure the connection. Options include SSL or TLS.

Step 4: Save the Configuration

1. After filling in the required fields, click on the Save Settings button.
2. Once saved, FlowMattic will use these global SMTP settings for sending emails in workflows.

Step 5: Enable Global SMTP in the Email Module

1. In the Email module settings, locate the Email Provider field.
2. Select the FlowMattic Default option to enable the use of global SMTP settings.

Additional Notes

• FlowMattic’s SMTP settings are compatible with most popular SMTP service providers, including Gmail, Amazon SES, SendGrid, and Mailgun.
• Ensure that the SMTP credentials and server details you provide are accurate to avoid errors in email delivery.
• If you encounter any issues, verify the port and encryption type required by your SMTP provider.

Troubleshooting Tips

• Double-check your SMTP username and password for accuracy.
• Ensure that your SMTP provider allows third-party applications to send emails (e.g., enabling “Less Secure Apps” for Gmail).
• If emails fail to send, review the error logs for more details.

By following these steps, you can successfully configure and utilize global SMTP settings in FlowMattic’s Email module to streamline your email workflows.