Email Server Setup
- 23 Feb 2023
- 4 Minutes To Read
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Email Server Setup
- Updated On 23 Feb 2023
- 4 Minutes To Read
- Print
- DarkLight
- PDF
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You may set up an email server in Mambu to send manual and automatic email notifications to your individual clients, groups, or credit officers.
Mambu emails can be routed through you own email server or through a third-party service provider. We use Simple Mail Transfer Protocol (SMTP) to mark Mambu emails as originating from your specified domain in order to increase trust for your recipient's security and anti-spam software.
Warning!
Once you configure a custom email server, it will also be used for sending system messages such as password reset emails for your users. We strongly recommend verifing all functionality after setting up or reconfiguring your email server.
To set up an email server, you must be an admin. For more information, see Creating a User - Type.
Configuring email server in Mambu
To set up an email server in Mambu:
- On the main menu, go to Administration > Email > Settings . The Settings tab is only visible to admins.
- Using the Email Server dropdown, select Custom.
- Enter all the information in the necessary form fields. See below for more information on the form fields.
- Select Save Changes.
Warning!
We strongly recommend always testing after setup and making any changes by sending yourself a test email to ensure that all settings are correct.
Form fields to set up email server
Enter the following information to configure your email server:
| Field | Description |
|---|---|
| From Name | The name reported as the sender's name in the email. Often a company name, such as Mid City Bank. |
| From Email | The name reported as the sender's email address in the email, such as info@midcity.bank |
| Reply-to email | The reply address email, which is often the same as the "From Email". |
| SMTP Host | The DNS address of the email server. For example: smtp.example.com |
| SMTP Port | The port used to communicate with the host. Common port numbers are 465 or 587. |
| Transport Encryption Method | The encryption method used to pass the credentials to authenticate to the server. Either STARTTLS or SSL/TLS Mambu does not support plain text authentication for security purposes. |
| Username | The username part of the credentials to use the SMTP host. |
| Password | The password part of the credentials to use the SMTP host. |
Please Note
We recommend that you send yourself a test email to check the integration by selecting Send Test Email.
Example integrations for common email service providers
This section offers a few examples of how to set up an email server in Mambu for common email service providers.
Please Note
If you already have a trusted email service provider such as Mailchimp or Sendgrid, we recommend checking to see if they offer an API integration, as you may wish to use webhooks to trigger the sending of email templates through your existing service.
Google SMTP
The Google Apps platform may be used as an email service provider. In order to use the SMTP of Google the following information needs to be entered into Mambu:
| Field | Description |
|---|---|
| From Name | Enter any string. Google will override this value with the default value from the account. |
| From Email | Google or Google apps address. Google will override this value with the default value from the account. |
| Reply-to email | Google or Google apps address. Google will override this value with the default value from the account. |
| SMTP Host | smtp.googlemail.com |
| SMTP Port | 465 |
| Transport Encryption Method | SSL/TLS |
| Username | Full Gmail or Google Apps user, such as mambu@gmail.com or hello@mambu.com |
| Password | Generate the password using Google App Password generator |
For more information, see the Google Support - Gmail sending limits in Google Workspace.
Please Note
If multi-factor authentication is enabled in the Google Apps account, you must generate and use an application-specific password.
Amazon Simple Email Service
The Amazon Simple Email Service (SES) can be used as an email service provider. You must have an AWS account to use Amazon SES.
| Field | Description |
|---|---|
| From Name | Any string, usually the name of your organization. |
| From Email | Full email address to display in the "From: " field. |
| Reply-to email | Full email address used when replying to the email. This can be the same as the "From Email" |
| SMTP Host | Use one of the three Amazon SES SMTP endpoints available:
|
| SMTP Port | 25, 587, or 2587 |
| Transport Encryption Method | STARTTLS |
| Username | The username from your SMTP credentials. For more information, see Obtaining Amazon SES SMTP credentials in the Amazon Developer Guide |
| Password | The password from your SMTP credentials. For more information, see Obtaining Amazon SES SMTP credentials in the Amazon Developer Guide |
Please be Aware
Before you are able to send emails, it is necessary to whitelist the "From" email address on the Amazon account. Otherwise, emails will be rejected by AWS SES. For more information, see Verifying an email address identity on the Amazon Developer Guide.
IP Address Ranges
Emails being sent through your SMTP server from Mambu will originate from a fixed set of IP addresses per Mambu region. These IP addressed may need to be whitelisted in your firewall. Any updates to the following set of IP addresses will be announced on our Status Page.
If you need to know the sender IP addresses for your dedicated environment, please contact us through Mambu Support.
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