How do I add my Email Account?

1. From the Partner Management page, Click Add Email Account.

2. Click on the drop-down menu next to ”Scope”, and choose either “Company Wide” or “User Only”. If more than one user from your company will be sending e-mails through Wavebid, choose “Company Wide”. If only one user will be sending e-mails through Wavebid, choose “User Only”.

3. Under “Partner Name”, select your email provider. If you do not see your email provider, choose “Other”.

4. Fill out the fields below according to your email provider settings.

    • Server
    • Port
    • Username
    • Password/ API key
    • Password/ API key 2

For example, if you are using gmail, the fields would be filled in as shown:

5. Click “Save”.

For reference here are the servers and the ports for a few major email providers:

Gmail (documentation):

  • Server: smtp.gmail.com
  • Port: 465
  • Requires Encryption (TLS): Enable

Office 365 / Outlook.com (documentation):

  • Server: smtp.office365.com
  • Port: 587
  • Requires Encryption (TLS): Enable

Zoho Mail (documentation):

  • Server: smtp.zoho.com
  • Port: 587
  • Requires Encryption (TLS): Enable

Congratulations! Your Wavebid account is now able to send e-mails and invoices through your e-mail provider!

Check out this video tutorial on adding email accounts into Wavebid. 

SPECIAL NOTE:

IF YOU FIND THAT YOUR E-MAIL SETTINGS ARE CORRECT BUT YOU'RE STILL GETTING AN ERROR SIMILAR TO THIS:

"sending failed: Sending the email to the following server failed : smtp.office365.com:587"

Depending on the provider being used, you'll likely have to set up an App Password. This process is outlined below for Gmail and Outlook365. 

Gmail: https://support.google.com/accounts/answer/185833?hl=en

Outlook365: https://support.office.com/en-us/article/create-an-app-password-for-office-365-3e7c860f-bda4-4441-a618-b53953ee1183

Remember that once you've completed the App Password process, you will have to update your e-mail password in Wavebid or it won't be recognized and will result in failure. 

 

 

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