Set up automated emails

Set up automated emails

Automated emails such as quotation request and password reset are important to every B2B business. In this article different ways you can configure automated emails for your B2B system.

Understand the options



Use your own SMTP
Use JMango360 SMTP with your sub-domain
Use JMango360 SMTP without your domain
What it is?
You will use your current email service provider such as Mailgun **

All emails will be sent from your email service provider with your domain.
You will use JMango360's current email service provider — Postmark. 

By providing your sub-domain, all email will be sent from JMango360's email service provider with your domain.
You will use JMango360's current email service provider — Postmark.

All emails will be sent from JMango360's email service provider with JMango360's domain.
How the sender email looks?
username@yourdomain.com
username@yourdomain.com
username@jmango360.com
Advantages
- Access to email statistics and metrics and premium features

- Emails use your own domain
- No need to set up email service

- Emails use your own domain
- No need to set up email service

- Out of the box
Disadvantages
- Need to maintain your email service
- No access to email statistics and metrics or premium features

- Need to configure your domain
- No access to email statistics and metrics or premium features

- Emails use JMango360's domain, which may confuse your customers 

** Currently, JMango360 supports Mailgun and Postmark only. For other email service providers, please contact support@jmango360.com  

Option 1: Use your own SMTP for automated emails



Step 1: Log in to your B2B admin portal.
Step 2: In the left menu, select General Settings > Integration Settings > Email Configuration Settings.
Step 3: Under Mail Services, choose the first option Use your own SMTP, then enter required information.
  1. Select your provider: Choose either Mailgun or Postmark. For other email service providers, please contact support@jmango360.com 
  2. Mailgun - Private API key: Find this key in your Mailgun dashboard > Settings > API Keys > Private API key.
  3. Postmark - Server API token: Find this key in your Postmark dashboard > Servers > API Tokens > Server API token.
  4. Domain: Enter the domain name you want to use in format domain.com 
Step 4: Under Sender Email, enter the username you want to use with maximum length of 50 characters.
Step 5: Under Test Email, enter the recipient email for the email testing, then choose Send. The test email will be sent to the recipient immediately.
Step 6: Click Save to save changes.

Option 2: Use JMango360 SMTP with your sub-domain



Step 1: Log in to your B2B admin portal.
Step 2: In the left menu, select General Settings > Integration Settings > Email Configuration Settings.
Step 3: Under Mail Services, choose the second option Use JMango360 SMTP with your sub-domain, then enter the domain name you want to use in format domain.com
Step 4: Click Save and let our Support Team at support@jmango360.com know your progress.
Step 5: We will send you the DNS record from Postmark. Please add the DNS record to your domain then inform us of the result.
Step 6: Now you can specify the sender email in your B2B admin portal. Under Sender Email, enter the username you want to use with maximum length of 50 characters.
Step 7: At this stage, you can test the automated emails. Under Test Email, enter the recipient email for the email testing, then choose Send. The test email will be sent to the recipient immediately.
Step 8: Click Save to save changes.

Option 3: Use JMango360 SMTP without your domain



Step 1: Log in to your B2B admin portal.
Step 2: In the left menu, select General Settings > Integration Settings > Email Configuration Settings.
Step 3: Under Mail Services, choose the third option Use JMango360 SMTP without your domain.
Step 4: Under Sender Email, enter the username you want to use with maximum length of 50 characters. The domain name jmango360.com cannot be changed.
Step 5: Under Test Email, enter the recipient email for the email testing, then choose Send. The test email will be sent to the recipient immediately.
Step 6: Click Save to save changes.

    • Related Articles

    • Admin Portal - Integration Settings

      What features does JMango360 B2B Solution Admin Portal offer? Integration Settings This feature allows configuring the integration of the stores with BigCommerce Backend. Following our business rule, Admin can add new stores, browse a list of stores, ...

    • Set up roles and permissions (Old version)

      JMango360 B2B introduces different roles and permissions to serve the B2B ordering process. By configuring the role permissions, you can customize the information your users can see or access in the system. For example, you can let a senior agent ...

    • Storefront - Assigned Agent View

      Assigned Agent Screen  Screen Assigned Agents will be displayed as a menu item in the account dashboard's side menu for the B2B Buyer. How: Login as a B2B Buyer, Navigate Account > Assigned Agent Action  B2B buyers can view, search and sort a list of ...

    • Admin Portal - Role & Permission

      What features does JMango360 B2B Solution Admin Portal offer? This feature allows Admin:  Set permissions for all employees for all companies of all stores Set permissions for all owners for all companies of all stores Set permissions for all agents ...

    • Storefront - Role & Permission Management

      Role & Permission Screen  Screen User Permission will be displayed as a menu item in the account dashboard's side menu for the B2B Buyer. Action  B2B Buyers can edit their employee's roles and create order limits here.  When clicking on User ...