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Once the Email Configuration is properly setup you will need to create Email Messages in EngageIP in order to send standardized messages to users (welcome messages, payment overdue, etc.). See the guide Bulk Emailing / Sending Email To Users Using Views on Reports for configuration instructions.
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Follow the Process in the 'Outbound Email Configuration' above to setup email settings for multiple email accounts
Once complete check the box in the Select column for the email settings you wish to be the default to send mail with from EngageIP and then click the Default button
The Default smtp settings will then be listed as bold (shown in the image above)
To setup canned emails (credit card expiry, late payment notice, welcome email, etc.) follow the How To: Bulk Emailing / Sending Email To Users Using Views on Reports guide. When following that guide ensure you set the "Owner Email Settings" to match the desired smtp settings name above, or leave that field blank to have the canned message sent using email settings you defined as 'Default'
Note: you can also specify the smtp settings to use when sending an invoice, see the Invoice Configuration guide for details
Confirming Emails are Being Sent
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