Setting Default Outbound Email Options

Your default outbound email server settings may have been set through the Initial Setup Utility that appears after iSupport is installed and accessed for the first time. Use the Default Outbound Email Settings tab in the Core Settings | Email screen to define the reply-to address, server, and access settings for all notifications generated by iSupport when no applicable rule or email processing applies. See Configuring Unsubscribe Settings for information on configuring unsubscribe links and text that will be appended to outbound email correspondence.

Email Notification Reply-to Address Enter the address to be included in the Reply To field for notifications generated by iSupport. Format the email address according to the following example: [email protected]
Default Design Template

Design templates include elements (text and images) to appear around the body of the correspondence template and support representative signature (if applicable). Select the design template to apply to outbound email by default (if one associated with a correspondence template or custom notification isn’t in effect). Use the Create New and View/Edit icons to access the Design Template screen.

 

If Using a Local SMTP Server

Select Yes in the Use Local SMTP Server field to use the local SMTP server as the default for outbound email notifications sent by iSupport. Example

If You Are Not Using a Local SMTP Server

Use Local SMTP Server

Select No if a server that is different from the local server on which iSupport is installed will be used as default for outbound mail.

Email Server Access Protocol

 

SMTP

 

Email Server/Email Port Number

Enter the name or IP of the email server and the port number to be used for outbound mail sent by iSupport. Example The default outbound mail port number is usually 25, but this number will change depending on your selection in the Outbound Server Connection Encryption Type field. Verify that the number is correct and change it if necessary.

Use SMTP Authentication

If you’ll be using a server that is different from the local server on which iSupport is installed for outbound email, select Yes to pass a user name and password to the outbound mail server.

User Name/Password

Enter the login to authenticate against the server for accessing the outbound email account.

Connection Encryption Type

Select the encryption type for the outbound server, if any: Transport Layer Security (TLS) or Secure Socket Layer (SSL). The default in the Outbound Mail Port Number field will change depending on your selection; verify that the number is correct and change it if necessary.
Gmail Select this option to use Gmail account credentials to send outbound notifications by default. Example
  Enter the Google API Client ID and Google API Client Secret from your Google Gmail API Project and select Grant Gmail Access. Click the Show Configuration Instructions link for more information.
EWS Select this option to use Microsoft Office 365 Exchange Web Services (EWS)  to connect to the server for sending outbound notifications.

EWS Authentication Method

 

Basic

Select this option to utilize Microsoft Exchange's HTTP basic access method for connecting to the Exchange server via a server name/IP, exchange account user name, and password. Example

Exchange Server/Account User Name/Password

Enter the name or IP of the Microsoft Exchange server account user name, and password to use for connecting to the Exchange server to send outbound notifications.

OAUTH2

Use this option to utilize Microsoft Exchange's OAUTH2 protocol for connecting to the Exchange server via an application name, tenant and client ID, and client secret. Enable the Microsoft GCC High Environment setting if your Microsoft account was created under the .US domain in a Government Community Cloud High environment. Click the Show Configuration Instructions link for more information. (Note that this setting requires SSL.) Example

Warning: We recommend using an incognito/private browse mode for this so stored personal credentials are not passed.