General Email Settings

Custom workspace/community name, SMTP setup, email banner and email delivery report

 

Path: Workspace Homepage >> Manage Workspace >> General Settings >> Emails and Notifications >> General Email Settings

Path: Community Topbar >> Apps Icon >> Community Settings >> General Settings >> Emails and Notifications >> General Email Settings

This section is available on the Workspace level as well as the Community level. 


1) From Name: A specific name can be entered in this field instead of the default workspace name which will appear as the sender in all the emails which come from the communities within the workspace.

Community admin can also customize this so that the emails coming from that specific community will have custom sender name.


2) 3rd Party SMTP Service:
In the case of customized 'From Email address', this setting needs to be set up by switching the button to 'On'. It opens up the options to connect to SMTP via SSL. Specify the SMTP Host Server, SMTP Port, SMTP Username, and the Password.


We can also validate SMTP by using the Validate button which will help us determine if the information provided is correct and if it functions properly. In case there is an error it will provide with the View SMTP Error link.
 

Note: Make sure all required fields like SMTP Host Server, SMTP Port, SMTP Username, and Password are specified correctly when "3rd Party SMTP Service" is enabled. If these fields are left empty, it will NOT send any notification emails from IdeaScale to any user, eg: Password Reset emails, invitation emails, notifications, etc.
 


 3) Custom Email Banner: A custom email banner can be set instead of the default IdeaScale one by uploading the custom banner in the Community File Library followed by its selection from the custom email banner dropdown (for community level) or simply drag and drop the file into the area. The uploaded images can be resized and readjusted using the resizer. 


4) Email Deliver Reports:
Clicking on the Deliverability Test button gives us a detailed report of the email that has been sent out.

Help article on Email Deliver Reports

Last Updated: November 13, 2024