Improved and simple email integration allows Penelope System Administrators to quickly and easily setup email sending managed by Bonterra! This will lift burden on internal IT to manage their own SMTP email server for Penelope, allowing organizations to focus on providing service to participants.
System Administrator Setup
A new setting called Send E-mail Using has been added on External Communications setup. This setting has two options My own Email Server and SendGrid. Upon upgrade to 4.23.5.0 this will be defaulted to My own Email Server to retain your External Communications setup (if you previously had this enabled).
Setting up External Communications for the first time
NOTE: As of v4.24.11.0 the Send From email will be no-reply@socialsolutions.com and can no longer be edited/changed for customers utilizing SendGrid for External Communications. This is to remain compliant with the SendGrid terms and conditions.
Steps to turn on Email sending:
Click the main edit button, select SendGrid from Send E-mail Using and click save.
Back on the External Communications setup page, click enable in the Email box.
Send a test email to your email address by clicking test in the main Email box.
NOTE: As of v4.24.11.0 the Send From email will be no-reply@socialsolutions.com and can no longer be edited/changed for customers utilizing SendGrid for External Communications. This is to remain compliant with the SendGrid terms and conditions.
Steps for turning on Authentication Emails:
On the External Communications setup page, click enable in the Authentication Email box.
Send a test email to your email address by clicking test in the Authentication Email box.
NOTE: Penelope will automatically use the same Send From and email settings as in the Email section and you will see "Use Standard Email Settings (above)" in the Authentication Email box once enabled.
Switching to Centralized Email Sending
To switch simply follow these steps:
Click the main edit button, select SendGrid from Send E-mail Using and click Save.
Test main Email: send a test email to your email by clicking test in the main Email box.
Test Authentication Emails: send a test email to your email by clicking test in the main Email box.