SMTP Profile Setup

Let's take Hotmail as an example.

Open

Fill in the fields as shown in the picture. Note that you can find your "Sender name" in your account detail. Once done, click "Save". The sign at the upper right corner will tell you whether you succeed or not, either "Failed" or "Verified" like this:

Open

You will receive a test email if your email address gets verified.

How to Connect your Gmail Account by SMTP

Purpose of connecting Gmail Account through SMTP Profile

Sometimes we will need to connect a Gmail Account through SMTP Profile because, In some use cases, like connecting the Client’s Gmail account to the UChat Platform, where we don’t have access towards their Google Account.

Here we need to enable few things on the Google Account as below stated:

• Enable two-factor authentication

• Generate a app-specific password which will allow an external app to get access towards this SMTP profile.

First let’s us enable the two-factor authentication.

Goto Google Profile > Manage your Google Account > Security > 2-Step Verification

Once we are done with the 2-step verification, let’s go and generate the App Specific Passwords.

Search for the “App Passwords” > select the Device > Select Other (Custom name),

and example type “UChat” and click on Generate button.

Now Generate your Password by clicking on the Generate button. Next Copy the Password and click on “Done” button

Copy the Password, Open the SMTP Profile inside the Integrations section in the workspace and paste this password and fill all the required details as necessary.

Finally you can see your Gmail account is registered using the SMTP Profile.

YouTube Video

Office365 SMTP Integration with UChat

Office365 account:

To integrate the Office365 into the SMPT profile inside the UChat, you need to

1. Create App based Password.

2. Configure SMTP inside UChat Platform.

Create App based Password

- Login Office 365 User account (https://myaccount.microsoft.com)

- go to "Security info" (left panel)

- Click on "Add Sign-in method"

- Select "App Password" and follow the course to create app password. Save the password, eg., on a notepad, as it will not be visible anymore once created.

Configuration of SMTP Profile in Uchat

Following the above steps, create the password and store the password for example in a Notepad.

Now go to the UChat SMTP integrations and complete the integrations as below:

• SMTP Server : smtp.office365.com

• Port : 587

• Encryption: TLS

• User name: <Email Address>

• Password: <App Password created>

Once all the above details are filled and you click on the Create Button, you should be able to get connected with your verified.Office365 Email account.

Now in the flow builder, when you are sending the emails, you can select this SMTP profile from the drop down and use in anywhere and in any channel we support.

Youtube Video

Send Email Notification

After setup your email integration, you can select it as a sender in your "Email Profile" list. Check how to send email notification?

Send Email Step

Add a Send Email step by right-clicking in your workspace or from the "Add new step" button:

This is how a Send Email step looks like:

Name a sender and receiver. There are 3 blocks of information, subject, message and attachment. Feel free to add what you need.

This is an example of an email from the user's side: