Email

Configuring the Email Distributor for ReportWORQ

ReportWORQ administrators can open the Administration screen from the Administration button on the top right side of the page and edit Email settings.

 There are three types of authentication providers:

1. Basic Authentication (SMTP)

2. Microsoft 365 SMTP

3. SendGrid API

4. Microsoft 365 Graph

Basic Authentication

Settings:

• Server Name and Port — Provide the server name and the port number. The default port is 25 without SSL. If you want SSL, the default port is 587. 

• Username and Password — If your SMTP server requires authentication, provide valid credentials for the username and password. 

• Default From Address — This address is often a username. If your server is whitelisted to send email, this address isn’t needed.

• Test Email Address — This email address will be used for validation testing.

• Enable distributor — When selected, the distributor is available for use.

See Toolbar Options for additional settings.

Microsoft 365 SMTP

 If Microsoft 365 SMTP authentication has not yet been configured to work with ReportWORQ Azure, App Registration can be referenced here.

Settings:

• Mailbox Email Address — The name of the mailbox used to send email from, which is typically the same account that was used for the Microsoft 365 Authentication.

• Default From Address — This address is often a username. If your server is whitelisted to send email, this address isn’t needed.

• Test Email Address — This email address will be used for validation testing.

• Enable distributor — When selected, the distributor is available for use.

See Toolbar Options for additional settings.

SendGrid API Settings

Settings:

• SendGrid API key: Enter your key here.

• Test Email Address: This email address will be used for validation testing.

• Enable distributor — When selected, the distributor is available for use.

See Toolbar Options for additional settings.

Microsoft 365 Graph

Settings:

• Test Email Address: This email address will be used for validation testing.

• Enable distributor — When selected, the distributor is available for use.

See Toolbar Options for additional settings.

Toolbar Options

• Test — Select the Test Connection button to test the settings. ReportWORQ will either display a success message or show error messages with further information about missing or misconfigured settings.  

• Save — Select the Save button to save changes made to the distributor settings.

• Advanced Options — Select the Advanced Options button to access additional settings.
  
   
  Advanced Options are as follows:

  • Max Message Size — Use the value box to specify the maximum size of outgoing messages, in megabytes (MB). Doing so will either prevent ReportWORQ from sending the email, or ReportWORQ may split it into multiple email messages. If set to 0, the maximum message size is determined by Email server settings.

  • Maximum message frequency — Set message throttling if your server requires it. Use the value boxes to limit the maximum number of messages ReportWORQ sends for a specified period of time. For example, to limit outgoing messages to ten per minute, set the first box to 10 and the second box to 60 (seconds), as shown below. If values are set to 0, ReportWORQ does not limit the frequency of messages.
    
    

  • Allow overriding the Email From address in jobs and campaigns — When selected, the From email address defined in ReportWORQ Jobs and Contribution Campaigns is used when ReportWORQ sends messages. When cleared, the Default From Email Address defined in the Email Distributor settings is used.