Configure the Email Domain and SMTP Relay

SmartSimple sends email from a SmartSimple-managed domain by default, which is the most reliable option for deliverability. You can also configure email to send from your own corporate domain by setting up an SMTP relay, so your corporate mail exchange system routes the messages.

Who: Global administrators

When to Use Email Domain and SMTP Relay Configuration

Use email domain and SMTP relay configuration when:

• Setting up a new SmartSimple instance and confirming how email is sent.
• Sending messages from your organization's corporate domain.
• Resolving email from your domain getting classified as spam by adding authenticated routing.
• Using a mail provider that requires OAuth 2.0 authentication for relayed email.

↑ Back to top

Send From a SmartSimple-Managed Domain

Sending from a SmartSimple-managed domain is the most reliable method. SmartSimple-managed mail exchange servers route the messages. These servers are not monitored and cannot receive mail. You can use an alias in the format alias@smartsimpledomain, for example, donotreply@smartsimplemailer.com.

To send email from a SmartSimple-managed domain:

1. Choose a SmartSimple-managed domain from the available list.
2. Set the sending address to an alias on that domain wherever a from address is specified, such as donotreply@smartsimplemailer.com.

↑ Back to top

Configure SMTP Relay Using Basic Authentication

To send from your corporate domain, set up the SMTP relay so your corporate mail exchange system routes messages. Your mail exchange system must accept SMTP relay and authorize relay from SmartSimple. Use Basic Authentication when your mail server authenticates with an account username and password.

To configure SMTP relay using basic authentication:

1. Click the System Administration gear in the upper navigation bar, select Global Settings from the drop-down menu, and then click the Integrations tab.
2. Locate the Services Settings section, and then click Integration Key Management.
3. Click the New Integration Key [+] button.
4. Click the Type drop-down menu and select Basic Authentication under the KeyStore section.
5. Click the Name, Username, and Password fields and enter the applicable information, and then click Save.
6. Click the System Administration gear in the upper navigation bar, select Global Settings from the drop-down menu, and then click the Communications tab.
7. Locate the SMTP Relay Settings section, locate the Authentication Method field, and click Basic Authentication.
8. Click the Host field and enter the SMTP server host.
9. Click the Authentication field, select the Basic Authentication key, and enter the SMTP relay details.
   • Leave the key empty if your mail server uses source authentication.
10. Locate the Port field and click the applicable option, such as 587 or 465.
11. Click the Encryption Method field if available and select the applicable option.

12. Click Save.

↑ Back to top

Configure SMTP Relay Using OAuth 2.0

Use OAuth 2.0 when your mail provider, such as Office 365 or Gmail, requires token-based authentication. Obtain the Client ID, secret, and endpoints from your SMTP provider account.

To configure SMTP relay using OAuth 2.0:

1. Click the System Administration gear in the upper navigation bar, select Global Settings from the drop-down menu, and then click the Integrations tab.
2. Locate the Services Settings section, and then click Integration Key Management.
3. Click the New Integration Key [+] button.
4. Click the Type drop-down menu and select OAuth 2.0 under the KeyStore section.
5. Add the applicable information to the fields, and then click the Redirect URI/URL field and set it to https://[your instance URL]/OAuthsp/smtpauth.jsp.
6. Click the System Administration gear in the upper navigation bar, select Global Settings from the drop-down menu, and then click the Communications tab.
7. Locate the SMTP Relay Settings section, locate the Authentication Method field, and then click OAuth 2.0.
8. Click the Provider field and select the applicable option.
9. Click the Host field and enter the SMTP server host.
10. Click the Authentication field and select the OAuth 2.0 key, and then enter the SMTP relay details.
    • Leave the key empty if your mail server uses source authentication.
11. Click the User Name field and enter the username of the SMTP account used in the authorization process.
12. Locate the Port field and click the applicable option.
13. Click Save.
14. Click the Authorize SMTP button to log in and authorize your instance to use the SMTP account for relay.

↑ Back to top

Configure Your Mail Exchange Server

Refer to your mail exchange server vendor's documentation for specific instructions on enabling SMTP relay. Keep the following considerations in mind during setup.

• Determine the authentication method, and whether Basic Authentication with a username will be used.
• Verify the permissions of the relay account. Confirm whether it can send to external domains and send from other internal accounts, since users may send ad hoc email with their own address as the sending address.
• Review any sending limits on your mail exchange server against the sending volume of your SmartSimple system.

↑ Back to top

Send From Your Own Domain Without SMTP Relay

This configuration is not recommended. Email sent this way routes through the local mail server of your SmartSimple environment. This significantly increases the chance that recipient mail servers classify messages as spam.

↑ Back to top