Defining a Delivery Provider

It is possible to define the following delivery providers to handle email messaging in uProduce:

• XMPie Email Service (XES)

• SMTP server

• Prepare for email distribution

Note: Users can create delivery providers that are available for all accounts. Administrators can assign delivery providers to specific accounts.

To access the delivery providers page:

1. Log in to uProduce as an administrator.

2. On the navigation bar, click Settings.

3. On the left panel, click Delivery Providers.

   The Delivery Providers page is displayed.

   

Set Up XMPie Email Service (XES) as your delivery provider

XMPie Email Service (XES) offers a commercial-grade solution for personalized email delivery and tracking.

The service's email delivery uses Amazon Simple Email Service (Amazon SES) ensuring an integrated and effective solution.

For detailed information, see the XES Online Help.

To set up XES as a delivery provider:

1. On the Delivery Providers page, click New.

2. From the Type list, select XMPie Email Service (XES).

   

3. Enter the required field values:

   Option	Description
   Name	The name of the new delivery provider.
   Service account ID	When creating the XES account, this value is defined by Support.
   Access Key ID	When creating the XES account, this value is defined by Support.
   Secret Access Key	When creating the XES account, this value is defined by Support.

4. To assign a delivery provider to specific accounts, expand the Available in Accounts section.

   The All Accounts option is selected by default. Choose the Specific Accounts option and select the accounts.

   Note: Assigning delivery providers to specific accounts is only available for administrators.

5. Click Save.

It is recommended that you test the delivery provider after creating it. For more information, see Test a Delivery Provider.

After creating the XES delivery provider, you can see its' sending limit status, the current XES version, and a list specifying the verification status of email addresses, if any. You also have the ability to verify new emails.

Verify email addresses

XES requires that before you send emails, you must verify each email address that you will use as a "From" or "Sender" address to prove that you own it.

For information on how to verify email address, see the XES documentation.

Set up an SMTP delivery provider

SMTP (Simple Mail Transfer Protocol) is a communication protocol used for sending and receiving email messages over the internet.

Make sure that you do not send mass email through your SMTP server to addresses outside your organization. This may cause your email address and possibly all of your organization’s email addresses to be listed as spam, and to be blacklisted across the internet. Send SMTP emails only internally and for testing purposes. This option does not offer tracking. For any real-life jobs, use the XES email provider.

You may use any SMTP provider that you wish.

To define an SMTP delivery provider:

1. On the Delivery Providers page, click New.

2. From the Type list, select SMTP Server.

   The New Delivery Provider page for SMTP server is displayed.

   

3. Enter the required field values and click Save.

   Option	Description
   Name	Name of the new delivery provider.
   SMTP Server Address	IP address or host name of the SMTP server.
   Port	SMTP server’s port (usually port 25, or port 465 when using SSL).
   Timeout	Timeout (in seconds) for accessing the SMTP server.
   Enable SSL	Select this checkbox if you wish to enable SSL (Secure Sockets Layer) protocol.
   Authentication Required	If the SMTP server requires authentication, select the Authentication Required check box and enter the required user name in the Login field and password in the Password field.

4. To assign a delivery provider to specific accounts, expand the Available in Accounts section.

   The All Accounts option is selected by default. Choose the Specific Accounts option and select the accounts.

   Note: Assigning delivery providers to specific accounts is only available for administrators.

It is recommended that you test the delivery provider after creating it. For information, see Test a Delivery Provider.

Prepare for email distribution by third-party delivery providers

uProduce allows you to prepare email files for distribution by third party delivery providers. The following files are prepared:

• CSV files:contain a list of recipients with resolved ADOR object values. The number of CSV files depends on your settings.

• HTML and/or Plain Text Templates:templates with placeholders for ADOR objects.

The third-party delivery providers will use the template and the CSV files to compose personalized emails.

To prepare files for email distribution by third party delivery providers:

1. On the Delivery Providers page, click New.

2. From the Type list, select Prepare For Email Distribution.

   

3. Enter the name of the delivery provider. This name will appear in the Delivery Providers dropdown list when the operator has to select a delivery provider, for example, when selecting the default delivery provider on the account level, or when selecting the delivery provider in an email activity.

4. Define the splitting method for the CSV files:

   • Default settings (file size up to 200MB): Select this option to split CSV files according to the file size. Each time a file will reach 200MB, a new file will be created.

   • Custom settings: From the Split by dropdown list, select File size or Number of recipients.
     If the File size option has been selected, enter a value in the CSV file size (MB) field. This option is used if you wish to specify a file size that is different from the default settings. If the Number of recipients option has been selected, enter a value in the Number of recipients per file field.

5. To assign a delivery provider to specific accounts, expand the Available in Accounts section.

   The All Accounts option is selected by default. Choose the Specific Accounts option and select the accounts.

   Note: Assigning delivery providers to specific accounts is only available for administrators.

6. Click Save.

Test a delivery provider

1. To send a single message to test your delivery provider’s settings, click the Test button in the Edit or New Delivery Provider pages.

   The Test Delivery Provider window is displayed.

2. Enter the required field values.

   Option	Description
   From Email	Represents the From field in the test email message.
   To Email	Represents the To field in the test email message.
   Subject	Subject of the test email message.
   Message	Text body of the test email message.

3. When you are done, click Send to send the test message.

Note: If you are testing the XES delivery provider, the From email addresses must be verified. For further information, see Verify Email Addresses.