Configure Email

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The Configure Email setup window is accessed by clicking the Configure Emailicon in the SMSTurbo Report Center Window.  The Configure Email allows SMSTurbo to be configured to send emails with reports, such as tickets or invoices.  

Certain e-mail clients use standard SMTP settings, but otherwise check  with the customer's local IT department.

The Configure Mail Settings window is where you first go to setup e-mail use in SMSTurbo. The e-mail

address that represents the default send from address in SMSTurbo is defined here. That information will be the same

no matter what user is logged in to SMSTurbo.

SMTP Settings

  1. Enter the full e-mail address that you want messages sent from next to Your Email Address.

  1. The name as it appears in your email when you open it. (this is not required here) is called the Display Name

  1. Use the built in SMSTurbo  tool to attempt to Auto Configure your email settings. this works best with gmail and hotmail.

  1. Enter the outgoing SMTP Server name used on the entered email account.

  1. Enter the SMTP Port used on the entered email account

  1. Enter the SMTP User Name. This is simply the email address entered again

  1. SMTP Password.  This is the password to login to that email account.

  1. SMTP Retype Password.  Retype the password above.

  1. Click Save

Configure Message  This is where you will define a default email message to be sent with email items such as tickets. All tickets, reports, bulk emailing, will be sent as emails with .pdf files

attached to them with the content.  Use "tokens" here which are selected data fields from the tickets you are sending which are inserted in the body of the email text message.

  1. Subject  Create a subject for the email sent.

  1. Body  Create a body of the message

  1. Tokens, Insert Subject, Insert Body Select "tokens" of information to insert in the messages you create.

  1. Click Save

Once these settings are entered there are generally 5 different items that can be emailed to customers.

1. All the tickets(section #14) for that customer. (including all orders)

2. All the tickets on an order(section #10) for a customer  (just the tickets on that order and no others)

3. Reports(see Emailing Reports) that can be emailed to any email address.

4. Invoices(section #14) either on a particular order or all for a particular customer.

5. Bulk emailing to any customer specified as a participant.