SMTP Email Setup Connect Arborgold to your SMTP email for customer emails Kristie
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
Connecting SMTP email in Cloud
From User at top right corner >Settings > Email
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
Enter your email password in
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.
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
Select Provider from dropdown
Enter email address
Enter email password
Select Save (top right)
Email Settings Saved and Test Email Sent Successfully