SMTP

The SMTP integration allows you to send system-generated emails from your own domain with minimal setup. This integration enables branded double opt-in and tokenless management emails to be sent from a specified email address of your choice instead of [email protected]. This ensures that your communications remain consistent with your brand.

Prerequisites

Before you begin, ensure you have the following:

• Access to the DataGuard CPM Platform.
• Username, password, host, and port for an SMTP server that is accessible from the internet.

If you don't have access to the DataGuard CPM Platform, please contact us.

SMTP Setup

Configure the SMTP Server

Before configuring the integration in DataGuard CPM, ensure your SMTP server is set up and accessible over the internet. You will need the server's username, password, host, and port details.

Integration Setup

Access the Integrations Marketplace

• Log in to the DataGuard CPM Platform.
• Navigate to the Integrations section and click on Marketplace.
• You will see a list of available integrations.
• Click on the DataGuard CPM-SMTP integration to start the setup.
• In the popup, click on Configure to begin setting up the integration.

Step 1: Initial Configuration

• On the "Initial Configuration" page, you can update the Name of the integration if desired.
• Click Next to proceed.

Step 2: Connections

Configure the SMTP Connection

• Enter the credentials for your SMTP server, including the username, password, host, and port. Make sure this server is accessible over the internet for the integration to function properly.

CPM Connection

• The values of these fields will vary depending on the environment, enter these values into the form, using the Environments page to replace the palceholders below:
  • Token URL: Should match this pattern: <auth-url>/oauth/token?audience=<audience-url>.
  • Audience URL: Should be <audience-url>.
  • Client ID: Is found on the Credentials page of the UI.
  • Client Secret: found on the Credentials page of the UI.
  • Base URL: Should be <api-url>.
• Click Connect to establish the connection.
• Click Next to proceed.

Step 3: DataGuard CPM Configuration

• Enter the Application ID, which you can find on the credentials page.
• Click Finish to complete the setup.

Test the Integration

To ensure the integration is working correctly, test it by performing one of the following actions:

• Submit a double opt-in transaction.
• Generate a tokenless management email for a user with an email address you can access.

If you do not receive an email, double-check the SMTP credentials you entered during setup.

Conclusion

Your SMTP integration with DataGuard CPM is now complete. Emails will now be sent from your chosen domain, ensuring that your communications align with your brand's identity!