SMTP Setup Guide

SMTP Setup Guide

Email Campaign Setup

Only Amazon SES and Sendgrid are compatible with our SMTP 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 SMTP Settings

1. Click on Manage > Store Configuration > Email Settings 
2. Click on Marketing Emails
3. 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 a SMTP Name 
8. Click on Secure Connection
9. Enter in your email address
10. Enter your email password for that account
11. Click Create
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!       


    • Related Articles

    • Marketing Emails / Email Campaign Setup

      This program, printed documentation and documents should not be used as a substitute for professional advice in specific situations. The procedures, images and examples in this document are for illustrative purposes only and may not be applicable in ...

    • Loyalty Program Setup

      Loyalty Programs Setting up a loyalty program can incentivize additional spending for your customers. The guide below will outline the basic setup of a Loyalty Program. You can setup individual programs for your needs, whether this is a standard ...

    • How to create a contact list for e-mail Campaigns and Loyalty Programs

      Create a Contact List 1. Click on Loyalty 2. Click on Contacts 3. Click on the General Tab 4. Filter the Contacts in the POS to who you are trying to Target 5. Click Search 6. Click Save Contact List 7. You can either add this to an existing list or ...

    • Create Campaign Emails with AWS SES Credentials

      The first thing you need to do is register your email address with AWS for an SES Account. You can do this by following the link below. https://portal.aws.amazon.com/billing/signup#/start/email You will need to enter card information, but the account ...

    • Sending Automated System Email from Orchid POS

      Orchid POS has the capability of sending email notifications to your customers and other contacts. This includes the ability to email invoices, quotes, and purchase orders. This page is about the automatic system email sent from Orchid POS. This ...