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  1. LEARNING THE APP
  2. Products
  3. Add form

Email Settings

Trigger emails once a configurator is submitted

PreviousAdd FieldNextGmail

Last updated 1 month ago

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Having a configurator contact form allows you to not only submit and store data in the section, and be able to send data via API, but also trigger an email once the form has been completed and submitted. In other words, each submission triggers an email with all the order information: customer information, configuration summary, and price.

By default, the configurator will not trigger emails, however, you can add your own email settings and send from your custom domain email address.

You can use the standard cPanel SMTP email settings found at most hosting providers, or Gmail, Sendgrid, Amazon SES, Mailgun, etc.

To successfully set up your custom email address, you need the following settings:

  • Mail Driver - Here you select the email service you want to use. SMTP is the standard setting found with most hosting providers, including if you use Gmail.

  • SMTP Host - here we usually enter the domain of the email address we will use. (i.e. mycompany.com). For Gmail you need to use: smtp.gmail.com. For Sendgrid the mail host is: smtp.sendgrid.net.

  • SMTP Port - we need the SMTP outgoing port number that will allow the app to send emails. This depends on the encryption type. For example for Gmail we have: Port: 587 (for TLS) or 465 (for SSL)

  • Encryption - select the encryption type: SSL, TLS, or None. The most commonly used is TLS. For Gmail we match the port with the encryption type: TLS (for 587) or SSL (for 465)

  • SMTP Username - we usually enter the entire email address. (i.e. contact@mycompany.com). For Sendgrid we type 'apikey'.

  • SMTP Password - for the standard SMTP service we enter the password with which we access the email inbox except for Gmail and Sendgrid.

Gmail Passwords - for Gmail service, personal account password does not work. Therefore, in Gmail (Workspace) you need to generate an Application Password for it to work.

Sendgrid Passwords - if you are using Sendgrid to trigger emails from your configurators, then the password is the API key generated in the Sendgrid account.

  • From Address - enter the email address you want to send from.

  • From Name - enter the company name attached to the email address.

  • Reply-to Address - enter the email address that you want customers to use when they reply.

  • Test Email - enter an email address to take a test.

  • Enable DKIM - it is mandatory to confirm that you have DKIM authentication to have a successful email test.

Please find below the standard email settings for:

How to generate App Password with Google:

How to generate a Sengrid API key:

If you are not familiar with DKIM email authentication, please learn more at this link:

https://support.google.com/accounts/answer/185833
https://sendgrid.com/en-us/blog/introducing-api-key-permissions
https://www.valimail.com/blog/dmarc-dkim-spf-explained/
Gmail
Sendgrid
Orders
Click the 'Email Settings' button to open the popup window and set the email service
Email settings popup