You can link your company SMTP email to Arborgold for sending email to customers (proposals, invoices, etc.)
Sends one off emails to individual customers
Emails sent with SMTP through Arborgold will be in your email Sent folder (Gmail, or other providers)
Emails sent through Arborgold will be viewable in Email Outbox
Will not provide delivered or opened status (only available if sent via batch email provider)
Note: SMTP does not allow for batch emailing. To utilize this functionality you will need batch email integration {{link to Sendgrid doc}}
Connecting SMTP email in Cloud
From Profile Settings > Email Settings > Email Server Settings (right side)
In Provider drop down menu select your email provider
If provider is not listed leave blank
If Provider is selected the following will be filled in for you
SMTP Server Name
SMTP Port No
Use Authenticated Email (on/off)
Use Secure SSL (on/off)
Enter your email address in the following fields
Email Address
SMTP UserName
Enter your email password in
SMTP Password
Select 'Save & Test"
Message Email Settings Saved and Test Connection Succeeded indicates your email is now ready to use.
If connection test fails
You may go through the connection process and still have the connection test fail. If this happens your email is not ready to use in Arborgold
Some email clients (i.e. Gmail, Outlook, Yahoo) may require additional security settings updates in your account to allow Arborgold to connect.
This process explains what to do if you are using Gmail. Other email providers have similar settings. If you do not have access to these settings or need additional help connecting your email, please contact Support at 812-269-8402
Go to Manage Your Google Account
Navigate to Security on the left side
Find "Less Secure App Access"
Set to 'On'
Go back to Arborgold
Update the password field
Select Save and Test
Your connection should have passed and you are ready to use your email in Arborgold
Connecting SMTP email in Mobile Estimator
If you will be emailing proposals from the Mobile Estimator app you will need to connect your email app in Mobile Estimator.
From the Dashboard > Hamburger Menu
Settings
Email
Email Method
Select SMTP
Select Provider from dropdown
Enter email address
email address
Username
Enter email password
Select Save (top right)
Recieve Message
Email Settings Saved and Test Email Sent Successfully
