Email Campaign Setup

Email Campaign Setup

Email Campaign Setup

The first step is to reach out to Customer Support to turn on the email campaign functionality, there is no additional fee for this. You can use the Support Portal to make this request. 
After this feature is activated, please log out of your POS Account and log back in. You will want to navigate to the Back Office.

1. Click on settings
2. Click on email options
3. Click on Notification Email Settings or Marketing Email Settings


      a. Notification email settings - Enter in the From Name and reply to fields and click on update
      b. Click on Go to Marketing Email Settings
4. Ensure that all of the information in the Email Settings is accurate and click Save

5. Click on Add New Email Settings
6. Select Generic SMTP
7. Enter in the SMTP Name (The domain provider, google, outlook etc.)
      a. If you are using Google, you will need to setup 2 Factor Authentication and generate an app password for the account to input into the password field in the screenshot below. (Instructions at the bottom)
8. Click on Secure Connection
9. Enter in your email address
10. Enter your email password for that account
11. Click Save
12. If everything was entered correctly, you should see a green check box
13. Click on Test Email Setting to receive a confirmation message. 

14. Click Ok and setup your campaign template!

            

Google - Turn on 2-Step Verification

With 2-Step Verification, also called two-factor authentication, you can add an extra layer of security to your account in case your password is stolen. After you set up 2-Step Verification, you can sign in to your account with:

  • Your password
  • Your phone

Allow 2-Step Verification

  1. Open your Google Account.
  2. In the navigation panel, select Security.
  3. Under “Signing in to Google,” select 2-Step Verification and then Get started.
  4. Follow the on-screen steps.

Tip: If you use an account through your work, school, or other group, these steps might not work. If you can’t set up 2-Step Verification, contact your administrator for help.

Verify it’s you with a second step

After you turn on 2-Step Verification, you must complete a second step to verify it’s you when you sign in. To help protect your account, Google will ask that you complete a specific second step.


To Generate the App Password for Orchid 

  1. Select your profile icon in the upper-right corner of Gmail, then select Manage Google Account.

    Manage your Google Account in Gmail

  2. Select Security in the left sidebar.

    Security in Google Account settings
    Select App passwords under the Signing into Google section. You're then asked to confirm your Gmail login credentials.
    If you don't see App passwords as an option, you must first turn on 2-Step Verification for Gmail.
  3. App passwords in Google Account settings

  4. Under Select app, choose Mail or Other (Custom name), then select a device.

    Mail and Select a Device in Google App password settings

  5. Select Generate.

    Generate in Google App Passwords

  6. Your password appears in a new window. Follow the on-screen instructions to complete the process, then select Done.

  7. You will not see the password again, so type or paste the password into the email program immediately.

    Done in Google App Passwords
Manage App-Specific Passwords

If you need to create a new app-specific password for a program or service, go back to the App Passwords screen to delete the old password that you previously set up but no longer use for the same application.

Trach icon in Google App passwords

The value of an application-specific password is that you can revoke and regenerate a password on a service-by-service basis instead of changing the main password to your account. It's best practice to use an app-specific password only for a single service. You are free to generate as many app-specific passwords as you like.


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