Settings
WinMan provides a mechanism of overridable settings for the email setup. This means you can define some defaults at the system level and only need to override at the user level those details that are specific to the user. So, for instance, the mail server and port are probably the same for all users, so they can be defined at the system level.
Go to WinMan -> System Options -> Settings. Find the User branch of the tree
Within here you’ll find a series of entries that relate to sending emails. The following is a summary of those you’ll want to set.
| Setting | Notes | Example |
| Email Defaults - Password | ||
| Email Defaults - Username | ||
| Email Send Method Default | ||
| Email Sending - Server Name | The address of the mail server | smtp.sendgrid.net |
| Email Sending - Outgoing Port | 587 | |
| Email Sending - Outgoing SSL | True | |
| Email Sending - Send Address | The address email should be sent from | myaddress@winman.com |
| Email Sending - Reply To Address | The address you want replies to go to. Leave this blank if you want replies to go to the same address as they were sent from. | support@winman.com |
Once these have been set you can for each user override the details that relate to the individual.
Go to WinMan -> Tools -> User Preferences -> Overridable Settings
If you are using a transactional email service, then you probably need only change the Email Sending - Send Address
Test
Send a test email to check everything is working ok
Go to WinMan -> Tools -> Send -> Send Email
SendGrid
Setup
Transactional email services like SendGrid provide an easy and reliable way to send email. They are easy to setup for many users.
You will need to obtain an API key. An API key is essentially a set of credentials that allow you to send emails using the service.
To creating an API key
- Go to the API Keys page in the SendGrid UI, and click Create API Key.
- Give your API key a name.
- Select Full Access or Restricted Access
If you’re selecting Restricted Access select the specific permissions to give each category. For more information, see API key permissions.
- Click Create a Key.
- Copy your API Key somewhere safe.
Within WinMan as above set the following system settings
| Setting | Value | |
| Email Defaults - Password | The API Key you generated above | |
| Email Defaults - Username | apikey | |
| Email Sending - Server Name | smtp.sendgrid.net | |
| Email Sending - Outgoing Port | 587 | |
| Email Sending - Outgoing SSL | True | |
SPF
Transactional email services send email on your behalf. In order that the email does not get marked as spam by the recipient, it is a good idea to add a SPF record to your DNS.
Sender Policy Framework (SPF) is an email authentication standard developed by AOL that compares the email sender’s actual IP address to a list of IP addresses authorized to send mail from that domain. The IP list is published in the domain’s DNS record.
See the following document for details of how to add SPF for the SendGrid service.
https://sendgrid.com/docs/Glossary/spf.html