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Integrating Email

Wavebid has the ability to send emails for marketing or invoicing purposes using a preferred email address as a "sent from" address. or integrating into a desktop web email application. These emails can also be used for marketing purposes. Email templates and email Marketing tasks can be created that will automatically be sent in the days leading up to an auction. The article describes the process for setting up "Reply To" and "Sent From" email addresses.

"Reply To" Email Address

Integrating "Sent From" Email

Outgoing Email Report

Troubleshooting

Video Tutorial

 

Integrating "Reply To" Email                                                                    

Emails can be used for Marketing and for sending invoices.

  1. Navigate to My Links > Company > Email Settings.
  2. Enter a Name for the email address (ex. Invoice Reply-To).
  3. Use the Category drop-down to select whether the email address will be used for Marketing emails or for sending Invoices.
  4. Enter the "Reply to" email address into the Email field.
  5. Click the Save button. An email will be sent to the email address with a link for validation. After the email is validated, any reply to on an invoice sent from Wavebid will automatically be sent to the inbox for the entered email address.  IntegratingEmailVerification.PNG                                                                 

Integrating "Sent From" Email                                                                 

  1. Go to My Links > Company > Partner Management and click the Add Email Account link under the Email tab.
  2. Click on the Scope drop-down menu. If more than one user from a company will be sending e-mails through Wavebid, select Company Wide. If only one user will be sending e-mails through Wavebid, select User Only.
  3. Use the Partner Name drop-down to select the company's email account provider. This account will be the email address that appears in the "From" field on emails sent from Wavebid. (otherwise, emails sent out of Wavebid come from no-reply@wavebid.com). If the company email provider is not listed, select Other.
  4. Complete the remaining fields according to the email provider's settings.
    • For example, the fields would be filled in as shown below for companies using Gmail:mceclip0.png
  5. Click the Save button. The email information will be added to the Email tab. The Black Dot to the right of the email indicates which is the default. Click the Pencil icon to the right of the email to edit. Click the X to the right of the email to delete it. Integrating_EmailTab2.PNG

 

Email Provider Information

Server and port information for a few major email providers is listed below:

Gmail (documentation):

  • Server: smtp.gmail.com
  • Port: 465 or 587
    • Port 587 is a port to be used when port 465 generates errors
  • Requires Encryption (TLS): Enable

Office 365/Outlook.com (documentation):

  • Server: smtp.office365.com
  • Port: 587
  • Requires Encryption (TLS): Enable

Zoho Mail (documentation):

  • Server: smtp.zoho.com
  • Port: 587
  • Requires Encryption (TLS): Enable

 

Outgoing Email Report                                                                            

The Outgoing Email Report displays a list of emails sent out via Wavebid and indicates whether or not they were sent successfully. To access the report, navigate to My Links > Company > Reports > Emails Sent. For common errors, see Troubleshooting below. OutgoingEmailReport.PNG

Use the Search field at the top of the page to search for an item on the report.

Click on the column headers to change the order of items as they appear on the report.

To export the report, click the Export button in the top right corner of the page and then select the export type.

Columns can be added or remove from the report by clicking the Columns button in the top right corner of the page. Click on a column header to add or remove it. Column headers in blue will not appear on the report. Column headers in white will appear on the report.

 

Troubleshooting                                                                                       

If a failed message is received (like the one listed below), verify that email settings are correct.

sending failed: Sending the email to the following server failed : smtp.office365.com:587

 

If email settings are correct, an App Password may need to be created. That process is outlined below for Gmail and Outlook365:

Gmailhttps://support.google.com/accounts/answer/185833?hl=en

Outlook365: https://support.microsoft.com/en-us/account-billing/using-app-passwords-with-apps-that-don-t-support-two-step-verification-5896ed9b-4263-e681-128a-a6f2979a7944

Once the App Password process has been completed, the email password will need to be updated in the Wavebid Partner Management page or it will not be recognized and will result in failure. The App Password must be entered in both Password fields on the Partner Management page in order for it to work.                                                                                   EmailIntegrationPassword.JPG

 

Video Tutorial                                                                                          

 

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