Setting Up SMTP Email In Stone Edge

Overview

• Steps to setting up email within Stone Edge
• Most popularly used for sending tracking emails
• Can send individual and bulk emails

Prerequisites

• Email with SMTP enabled
  • Typically, does not work with 2-factor auth or multi-auth
  • Needs to be enabled for the organization and the specific account being used
• Email templates
  • Click i on Main Menu to view the filepath to email templates
  • Click HERE to learn about editing email templates

Set up with Store Setup Wizard

1. Main Menu -> Settings (Gear Icon) -> System Functions -> Store Setup Wizard
2. Click “Email”
   
3. Select the method to send email:
   1. Order Manager -> Default; managed within Stone Edge
   2. External Stack Controller -> Managed outside of Stone Edge
   3. Default Email Program -> Uses default Windows email program
   4. Microsoft Outlook -> Can be used with Microsoft email
      1. Typically requires Outlook to be open
   5. Email Settings
      1. From Address -> email address the email will be sent from (part of email header)
      2. From Name -> name/alias connected to from email address (part of email header)
      3. BCC Address -> optional email address to send a BCC copy of all emails (customer will not see this)
      4. Email Signature -> optional message at the end of the email (part of the email body)
         NOTE: Only applicable when not using the email template
   6. SMTP Settings
      1. Server -> A URL to connect to your email’s SMTP service
         (Example: smtp.office365.com)
      2. Server Port -> A number provided by your email service (Examples: 25, 465, or 587)
      3. Username -> Can be the “from address” or specified by your email service
      4. Password
         1. If you’re using the “from address,” use the password to access your email
         2. Otherwise, it will be provided by the email service
      5. Use encrypted connection -> Enable (most modern email services require this setting)
      6. Click “Save and Exit” to save
      7. Reopen the Store Setup Wizard and navigate back to the Email tab
      8. Click “Test Email Settings.”
      9. Email will try to send to the email designated as “From Address.”

Setting up Using only System Parameters

1. Main Menu -> Settings (Gear Icon) -> System Functions -> Set System Parameters
2. Parameter Group = Email
   
3. Set the following:
   NOTE: Description in “Parameter Details” section when selecting
   1. EmailSendMethod
   2. EmailFromAddress
   3. EmailFromName
   4. EmailEmailBCCAddress
   5. EmailSignature
   6. SMTPServer
   7. SMTPPort
   8. SMTPUsername
   9. SMTPPassword
   10. SMTPUserTLS
4. Setup can be checked through the Store Setup Wizard,
   1. or try emailing a customer (change to address beforehand)

Optional Settings

• For setting the email template folder location:
  • Using an Access database: EmailTemplateLocation
  • Using a SQL database: SharedFileLocation
• Other Parameters
  • EmailReplyTo -> address populated when customer replies to email sent through SMTP
  • AddNoteWhenEmailSent -> add note to order when email sent = True
  • AddEmailToNotes -> adds email body to note when above parameter is enabled
  • AllowChangeEmailAddress -> allows recipient address to be changed when sending individual emails (not for bulk email sending)

Basic Troubleshooting

• Test Email not successful or received an error message
  
  • Check email SMTP is enabled for the specific email account
  • Check username and password are correct (usually error 535)
• Cart/Workstation Specific email settings
  • Can be set by changing dropdown options in Store Setup Wizard
    
  • Or by using PC & Cart Based Parameters in System Parameter menu