Improved and simple email integration allows Penelope System Administrators to quickly and easily setup email sending managed by Social Solutions! 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

To setup email using Social Solutions email service with Penelope all you need to provide in setup is a Send From email. This is the email address that will display on emails sent to Workers and Individuals (through ClientConnect, Engage, and Event Confirmations/Updates). A separate Send From can be specified for Authentication Emails (or the main email sending Send From) can be used.

Steps to turn on Email sending:

  1. Click the main edit button, select SendGrid from Send E-mail Using and click save.

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  2. Back on the External Communications setup page, click edit in the Email box.

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  3. Enter your organization’s Send From email and click save.

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  4. Send a test email to your email address by clicking test in the main Email box.

NOTE: To avoid potential issues around the messages you're sending being flagged as spam, please ensure that the email you have entered in the "Send from" field is a valid email address.

Steps for turning on Authentication Emails:

  1. On the External Communications setup page, click edit in the Authentication Email box.

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  2. Choose whether Penelope will use the same settings as the main Email setup or enter a separate Send From email.

    1. To use the Send From of the main email settings check Use standard email settings and click save

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    2. To use a separate Send From email, uncheck Use standard email settings, enter the Send From email address and click save.

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  3. Send a test email to your email address by clicking test in the Authentication Email box.


Switching to Centralized Email Sending

To switch simply follow these steps:

  1. Click the main edit button, select SendGrid from Send E-mail Using and click Save.

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  2. Test main Email: send a test email to your email by clicking test in the main Email box.

  3. Test Authentication Emails: send a test email to your email by clicking test in the main Email box.

Note: Penelope will retain the Send From email address from your previous Email and Authentication Email setup. If you need to change this email address, see the instructions for Setting up External Communications for the first time above.

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