Configure ShowBiz to send emails

Modified on 26/02/2015 11:07 AM by Suzanne Coy Categorized as Documents, Templates and Mailmerges, Getting Information Out Of ShowBiz

==Overview==
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Use this guide to make ShowBiz ready to send individual or bulk emails.{BR}
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==Finding out your email settings==
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The best place to find your email settings is to check the Email program you use.  The exact steps will vary from program to program, so following is a rough guide using recent versions of Microsoft Outlook:{BR}
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1. Open Microsoft Outlook.{BR}
2. Click on the Round "Office" Button near the top left, or the "File" menu.{BR}
3. Click on the "Accounts" or "Account and Social Network Settings" button.{BR}
4. If available, click on the "Account Settings" option that appeared after you clicked the previous button.{BR}
5. Normally there is only one option in the "Account Settings" screen, but if there is more than one, ensure that you've selected the one that is shown to be associated with "Microsoft Exchange".  Double mouse-click the entry to open and view more details.{BR}
6. Make a note of the "Server" name and "User Name".  In some versions of Outlook you can copy and paste these elsewhere (e.g. a temporary Word Document or Notepad) to save you writing them down.{BR}
7. Exit the various screens until you return back to Outlook's main screen{BR}
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If you can't find all the information you need, contact your IT company and ask them for your "SMTP Server details for another program to be able to send emails"{BR}
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==Configuring ShowBiz==
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1. Drop down the "Utilities" menu{BR}
2. Select the "Mail/Email Merge Options" menu{BR}
3. Enter the SMTP Server Name as obtained previously{BR}
4. Enter the Server Port as 25.{BR}
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==Testing emails==
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1. Open the Contacts Manager.{BR}
2. Find and Tick a few contacts (e.g. enter a First Name of 'A', click Search, tick the first few Contacts using the box at the leftmost of each row){BR}
3. Click the "Mail Merge Ticked Items" button beneath the list.{BR}
4. Select "Run an email merge", change the "Email Send Method" to "Email Template Manager" and click the "OK" button near the bottom-right of the screen.{BR}
5. For the At the "Mail Merge: Contact Preference Options screen, select "General/Admin Purposes" and the "Include Contacts..." tickbox and then click the "OK" button.{BR}
6. Unless you already have a test Email Template, click the "Add New Template" button, and fill in the Template Name (e.g. Test Emails) and set the "From Email Address" box to your email address.{BR}
7. Set the "Test Email Address" box also to your email address and click the "Send Test" button.{BR}
8. ShowBiz will either:{BR}
8a. ...show an error, in which case email that to development@strident.co.uk{BR}
8b. ...show a messsage saying it failed, in which case click "Yes" to view the report and send that to development@strident.co.uk{BR}
8c. ...show a message saying it succeeded.{BR}
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==What to do if you're still having problems==
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Follow steps 1 and 2 under the "Configuring ShowBiz" section to bring up the "Mail/Email Merge Options" screen, and try the following alternative settings one-by-one:{BR}
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1. Set the SMTP Server Port to 587{BR}
2. Tick SMTP Uses Authentication and set the SMTP Username to your email address, and your SMTP Password to the password that you use to login to Windows{BR}
3. Tick the SMTP Uses SSL box{BR}
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If you still can't send emails, contact the ShowBiz helpline on 01473 835 282{BR}

Meta Keywords: Email, Email Merge Manager, Emailing, Emails, Exchange, Office 365, Port, SMTP
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Configure ShowBiz to send emails