The Email preferences section allows users to configure how VETtrak sends emails - this includes additional products that make use of the same email settings, such as the Trainer Portal. It is possible to use a third party email client (the default email client for the operating system, such as Microsoft Outlook), or to specify mail server settings for VETtrak to connect to and send without involving another email client.
Note: If a third party email client is used, mail server settings will need to have been configured in that program.
Choose File > Global Preferences.
Select Email preferences from the Preference items list.
Outgoing Email Preferences is the primary setting. It allows the choice between using VETtrak's built-in email client or an external mail client.
If the Use built-in VETtrak email client option is not enabled, all other settings will be disabled with the exception of Email address separator, which is the only applicable setting for external email clients.
When Use built-in VETtrak email client is enabled, further preferences are separated into two tabs:
The Mail server tab will already be chosen:
The Mail server preferences are:
- Mail server address (SMTP)
- Email port
- SSL/TLS connection method
- Authentication type
- Wait time between emails
Mail server address (SMTP)
The address used to connect to the mail server needs to be entered here.
This is the port used. It defaults to the standard 25.
SSL/TLS connection method
If a secure connection is required to the mail server, select the method.
NOTE: The Implicit method has been depreciated and is not recommended for use.
If authentication is required when connecting to the mail server, select the type. If you do not choose to Use individual staff member logins, you will need to specify an Email login username and the Email login password.
If Use individual staff member logins is selected, you will be required to enter the Email Username and Password for each VETtrak user intended to send email within their Staff Member Wizard.
For more information on this, see the article below:
Wait time between emails
Depending on your Mail Server settings, you may require to set a particular wait time between emails in order for the outgoing traffic to be successful. Enter a an amount of time (In Milliseconds) here to specify this..
Once connection information is complete, the preferences in the Settings tab should also be reviewed.
Choose the Settings tab:
The Settings preferences are:
- Default from address
- Default reply-to address
- For bulk email, send CC/BCC for
- Email address separator
- Display name in "from" address when sending email from staff member
Default from address
This is the from address that will be used for emails sent from VETtrak.
Note: You can edit the display name of this email address for email recipients to show an 'Alias' name, by formatting the name in quotes, followed by the full email in the correct brackets.
"Alias Name" <full_email_address@your_email_domain.com>
Default reply-to address
This is the reply-to address that will be used for emails sent from VETtrak. If there is only one VETtrak user, or if all email replies should go to a single email regardless of who actually sends them from VETtrak, then enter that address here. For example: email@example.com or firstname.lastname@example.org.
For bulk email, send CC/BCC for
When sending bulk emails to clients where addresses have been specified in the CC or BCC fields, those copies can be sent for:
- Only the first recipient
A copy of the email that was sent to the first recipient of the bulk email will be sent to the address(es) in the CC and/or BCC fields.
For example: If there are 10 students set to receive a bulk email reminding them of their upcoming class and their trainer is CC'd on the message, that staff member will receive one email (that might include the name of the first student).
- Every recipient
A copy of the email will be sent to the address(es) in the CC and/or BCC fields for all recipients included in the bulk email.
For example: If there are 10 students set to receive a bulk email reminding them of their upcoming class and their trainer is CC'd on the message, that staff member will receive ten identical emails (except with differing student names).
NOTE: Choosing the Every recipient option will result in multiple copies of emails with very similar content being received by the CC and/or BCC recipients. In most cases this would be undesirable for the recipient ie. staff member. It can also result in email clients identifying and marking messages as spam.
Email address separator
This is the character used to separate multiple addresses. A semi-colon (;) is usually standard, but some external mail clients use alternatives, such as a comma.
Display name in "from" address when sending email from staff member
This controls the way the sender's name will be displayed when people receive emails sent from VETtrak. In addition to using the staff member's name it is also possible to set your own display name, for example you could enter the name of your organisation.
RELATED: Cloud Service Email Settings (Communications)