Summary

Set up SMTP to send portal notifications through an email service like Amazon SES, SendGrid, similar provider or corporate SMTP server. Contact SMS Support to discuss if SMTP using a custom email server can help your organization – this feature is only available and enabled by request.

Background

Safety Made Simple must protect all its customers by having a low tolerance for bounced email messages. If one customer generates a lot of bounced email, Safety Made Simple risks having addresses, such as our default donotreply@safetymadesimple.com marked as spam, which would negatively affect all customers.

SMTP overview

SMTP (Simple Mail Transfer Protocol) sends messages to a customer-specified server for forwarding. The SMTP integration lets organizations manage their own outbound email, including bounces and failed deliveries.

Customers can access analytics to address soft bounces or undeliverable emails directly with their email provider, rather than going through Safety Made Simple. Typically, organizations use email providers like Amazon SES, SendGrid, or a corporate SMTP server.

·         manage large numbers of learners regularly

·         create a lot of new accounts through batch user upload or the API

·         rely on external sources for learner emails

In these scenarios, customers could exceed Safety Made Simple’s bounce threshold for reasons outside their control.

Learners don’t see any changes: they continue to get notifications from donotreply@safetymadesimple.com.

Prerequisites

Your organization must set up, or already have configured, a custom email server to send notification emails. Consult your organization’s IT team, as required.

You need the email’s server details to complete setup of the SMTP integration in Safety Made Simple.

Connect the SMTP integration to your custom email server

You create the Mail from and Reply to email addresses within your custom SMTP email server and copy the details here.

1.      From main navigation go to Settings > Email > Custom SMTP.

2.      Select Use custom SMTP server to access the server settings.

3.      As required for your custom server, select:

·     TLS (Transport Layer Security)

·     Authorization: turning on this setting makes the Security field available

4.      Enter the custom server details to connect your portal to your custom server:

·     Host/Server

·     Description: an internal reference for your own use

·     Test Address

·     Username

·     Password

·     Port

·     Security: select the security protocol for your server from the dropdown list

5.      Enter the email sender names and addresses that learners see when they receive email from the custom server.

·     From Name: example “Safety Made Simple Notifications”, or “Your Company Name training team”

·     Mail From: example donotreply@safetymadesimple.com

·     Reply To Name: can be the same as the From Name

·     Reply To: can be the same as Mail From

6.      Save to finish.

 The following screenshot shows Custom SMTP with fields to complete.