SMTP (Email)

Integrate SMTP With Chatman:

1. To create a custom SMTP account, you need to have an SMTP server that supports email. You can use a free email service like Gmail or Outlook, but you may have to change some security settings to allow third-party connections. Let's say you choose Gmail as your SMTP server.

2. Log into your Gmail account and enable two-step verification for your Google account. You can do this by going to your account settings and clicking on Security > 2-Step Verification.

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1. Generate an app password for your Gmail account and copy it. You can do this by going to your account settings and clicking on Security > App passwords.

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1. Select Mail as the app and Other as the device, and enter a name for your SMTP server account, such as Chatman SMTP.

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1. Open Chatman and go to Settings > External Protocols > Applications. Under Custom SMTP, tap on the Connect button.

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1. A form will appear where you need to enter the following SMTP settings:

• Sender name: Your name or your business name

• Preview text: A short summary of your email message

• Mail from: Your Gmail address, such as [e-mail]

• Server: smtp.gmail.com

• Login: Your Gmail address, such as [e-mail]

• Password: Your Gmail app password that you copied in step 2

• Port: 465 or 587

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1. After entering the SMTP settings, tap on the Send test mail button to verify that your SMTP server account is working properly.

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1. You should receive a test email from Chatman in your inbox. If you don’t receive the test email, check your spam folder or your SMTP settings for any errors.

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Congratulations, you have successfully created a SMTP server account using Gmail to integrate with Chatman. You can now use Chatman to send emails using your Gmail SMTP server. You can also edit or delete your SMTP server account from the Settings > External Protocols > Applications.

Email Notification Configuration:

Send an email notification of any important events to the customers upon the trigger of any specific event. Use this facility while making your conversation journey. The option is available in the utility card section of the Journey Tab.

Utility Cards