Response Mailer Tutorial - Adding an e-mail account

E-mail Account Outline
This tutorial walks you through the steps to setup Response Mailer to use your existing e-mail account to send and receive messages. Make sure you know the information about the e-mail servers and information about your account.
Note: You can check the settings in your email program and setup Response Mailer to match it, or contact your Internet Service Provider(ISP) to get it..

Step 1: Creating a new E-mail Account
Choose option “New E-mail Account” from the “File” menu.

Step 2: Creating a new E-mail Account
The following screen will be displayed.

The following are the available parameters:

• Account Title – enter a name for this e-mail account which will help you differentiate it from other e-mail accounts
• Server Information – fields for entering the name of your incoming and outgoing mail server (for example: mail.server.net)
• Incoming Mail Server – fields for entering username and password associated with your e-mail account
  

After entering the information click on the “Next” button to move onto the next screen.

Step 3: Setting Outgoing Server Information
The following screen will be displayed.

This screen allows you to specify whether your account uses an authenticated SMTP server or non-authenticated SMTP server. If your server does not require an account and password then you can click on the “Next” button to continue to the next step.

The following are the available parameters:

• My outgoing server requires authentication – choose this option if your outgoing server e-mail server will only send e-mails from an authenticated account
• Use same settings as my incoming POP3 mail server – choose this option if your outgoing server user name and password is the same as your incoming server
• Log on using – choose this option to enter your outgoing server user name and password
• Log on to incoming server before sending mail – choose this option if you need to log on to your POP3 server before your outgoing server will send e-mails

Step 4: Advanced Settings
The following screen will be displayed.

The following are the available parameters:

• Server Port Number – for must users the default values should be fine, otherwise enter the requiried ports to use.
  Incoming mail port – default value is 110 and Outgoing Mail port – default value is 25
• Server timeout – slide bar for setting the desired server timeout in seconds. If you have a slow connection choose a higher timeout value.
• Secure Socket Layer - if your server requires SSL authentication check the appropriate box to use SSL on your incoming or outgoing mail server.

Step 5: Schedule Settings
The following screen will be displayed.

The following are the available parameters:

• Frequency – field for entering the time interval Response Mailer will follow to automatically check for new messages and send follow-ups or broadcasts.
• Schedule - specify the time slots to check for new messages or send follow-ups or broadcasts. You can use this option to allow the program to only respond during business hours. A white slot will allow email access while a black slot will not allow email access.
  
• Test account Settings – button for testing the account settings and verifying that the program can correctly access your mailbox.

Step 6: Testing the Account Settings
In order to verify your mailbox login information, click on the “Test Account Settings” button.
The following screen will be displayed.

Enter the e-mail address that Response Mailer will use to test your account settings. If the account has been setup properly a verification email will be sent to that mailbox.
Click on the “Start Test” button to begin the test.

Response Mailer will test the email account and display the following dialog to confirm that the account has been setup properly.


Note: In case there has been an error, Response Mailer will notify you on the nature of that error in the SMTP or POP3 status dialog window. The message in each status window will outline the proper course of action to correct the problem.

Click on the “OK” button to complete the test and the “Schedule” screen will be displayed again where you should click on the “Finish” button to complete the procedure of creating a new email account.