Outgoing Email Service Overview

   Journey Manager (JM) Previously known as Transact Manager (TM).  |    System Manager / DevOps  |  v5.1 & Higher This feature is related to v5.1 and higher.

Journey Manager uses a SMTPSMTP (Simple Mail Transfer Protocol) is a TCP/IP protocol used in sending and receiving e-mail. However, since it is limited in its ability to queue messages at the receiving end, it is usually used with one of two other protocols, POP3 or IMAP, that let the user save messages in a server mailbox and download them periodically from the server. In other words, users typically use a program that uses SMTP for sending e-mail and either POP3 or IMAP for receiving e-mail. On Unix-based systems, sendmail is the most widely-used SMTP server for e-mail. A commercial package, Sendmail, includes a POP3 server. Microsoft Exchange includes an SMTP server and can also be set up to include POP3 support. server to notify system administrators and form space users via emails. The SMTP server doesn’t process incoming emails. Manager sends email notifications in the following cases:

  • Send a link to a user to download a PDF receipt of their completed transaction.
  • Send a PDF receipt as an attachment to a user directly.
  • Send emails to notify a user when a form is saved, shared, submitted, and so on. You can change a notification format to adjust it to your requirements.
  • Delivery process.
  • Form promotions.
  • Scheduled reports.
  • Alerts and system notifications

Emails are either sent directly as part of some processes or can be scheduled on the email queue. The email queue provides a mechanism to send emails, keep track sent emails and their statuses, and re-send them.

Next, learn how to configure SMTP server.