CONFIGURING EMAIL TEMPLATES AND CUSTOM EMAIL DOMAIN

Any user with administrator role can configure standard emails that are sent by Octoboard platform. It is also possible to define how standard emails are distributed - either from octoboard.com domain, from analytics-repot.com or from your own email/SMTP server.

To access standard emails and to configure custom email server, you need to go to LEFT MENU > ACCOUNT CONFIGURATION > EMAIL Tab.

Sending emails from custom email domain

All emails in Octoboard platform are send from one of the following email servers:

- Octoboard.com - default server used for email circulation

- Analytics-report.com - used when client portal feature is enabled and custom email domain is not configured

- Custom Email Domain - your own domain that you can configure separately

If you or your business have your own email server (SMTP server), you can use it to send emails instead of OCTOBOARD.COM or ANALYTICS-REPORT.COM. To configure custom domain, use the same email configuration feature accessible via LEFT MENU > ACCOUNT > ACCOUNT CONFIGURATION > EMAIL Tab.

The following image shows configuration parameters that you need to set in order to enable custom email domain.

Enter your SMTP server parameters in the edit boxes provided and enable secure SSL/TLS if it is supported by your SMTP server. We recommend using secure connection by default. Turn this option ON and use default port 465. If your SMTP server does not support SSL/TLS, turn it OFF and use port 587 or 25 (default ports for non-secure email connections). If you are unsure about what configuration parameters to use, please contact your website or email server administrator.

If you can not configure your custom email domain, please use analytics-report.com domain as default white label option.

To test your custom email configuration, click SEND TEST button and a test email will be send to the email address that you indicated in the Test Email edit box. Please note that test emails are sent to verified email addresses only. You can always create a test user in the system and verify his or her email. If the test is successful, Octoboard will show you a confirmation note and you will receive an email message in your inbox.

Configuring standard email templates

Octoboard platform sends the following types of emails to clients that you can configure:

- EMAIL VERIFICATION - Sent when new account is created

- EMAIL VERIFICATION - Sent when a new client is invited to the platform

- PASSWORD RECOVERY - Sent when users forget their passwords

- AUTHORISATION EXPIRED - Login authorisation required

- INSIGHTS EMAIL - Regular Insights email sent to clients

Some of these emails can have an email footer, that can also be configured by you in the same interface:

- EMAIL FOOTER - Used if client portal is NOT defined in your account.

- EMAIL FOOTER - Used if client portal is defined.

When you open ACCOUNT CONFIGURATION > EMAIL Tab, you will see the following configuration panel:

In this interface you can select the email template that you would like to configure and change any text. You reset any template to original configuration by clicking RESET button.

To test configured template, click SEND TEST button and a test email will be send to the email address that you indicated in the Test Email edit box. Please note that test emails are sent to verified email addresses only. You can always create a test user in the system and verify his or her email. If the test is successful, Octoboard will show you a confirmation note and you will receive an email message in your inbox. Here is an example of a test Insights email:

For more information on data insights in Octoboard, please read our Knowledge Base post on how to send automated Insights by email and Slack.

Test emails are sent from either octoboard.com, analytics-report.com or your own domain that can be configured in the top area of the screen.