- Welcome to the Knowledge Base
- Desktop Environment
- Forecasts & Quotas
- Importing Data
- Marketing Campaigns
- Upload Library
- Mail Shots
- Workbooks Web Insights
- Using HubSpot with Workbooks
- People & Organisations
- Introduction to Reporting
- Displaying Reports
- Creating Reports
- Reporting Explained
- Emailing Scheduled Reports
- Sharing Reports
- Using Formulae
- Displaying reports within Record Views
- Audit Reporting
- Introduction to Transaction Documents
- Credit Notes
- Customer Orders
- Supplier Orders
- Contract Management
- Adobe Sign Integration
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
Setting up Zaps
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- Jira Issue to new Case
- New Workbooks Case to JIRA Ticket
- Wufoo Form Entry to Sales Lead
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Posted Credit Note to Task
- Survey Monkey responses to Tasks
- Multistep Zaps
- Introduction to the Outlook Connector
- Using the Outlook Connector
- Before downloading the Outlook Connector
- System Requirements
- Installation Guide
- First Run Assistant
- Download/update the Outlook Connector
- Outlook Connector Troubleshooting
- Exchange Server Sync
- Workbooks Mobile Client
- Introduction to System Administration
- Users & Security
- Email & Integration
- Creating & Modifying Picklists
- Creating Custom Fields
- Report-based Custom Fields
- Linked Fields
- Record Templates
- Form Layouts
- Customising relationships between parties
- Opportunity Stages
- PDF Configuration
- Releases & Roadmap
- Workbooks Glossary
- Contact Support
Setting up your Email Server
STEP ONE: Establish the details of your SMTP email server
If you have your own in-house email system, then your IT staff should be able to provide you with the hostname or IP address of your server. If you use a hosted email server, then your service provider can supply you with the details.
STEP TWO: Create a new user on your SMTP email server, which can be used to authenticate against
Nearly all SMTP servers will block unauthenticated connections; therefore you need to create a user name and password on your email server, so that Workbooks can use the credentials to authenticate.
STEP THREE: (If you use an in-house email server): Allow the Workbooks Servers access to your SMTP server
If you use an in-house server, it is likely that your firewall will block SMTP connections from Workbooks. Therefore your firewall needs to be changed to allow the servers access.
You need to allow access from three IP ranges on port 25.
Range One: 126.96.36.199/28 (i.e. the addresses 188.8.131.52 through 184.108.40.206).
Range Two: 220.127.116.11/28 (i.e. the addresses 18.104.22.168 through 22.214.171.124).
Range Three: 126.96.36.199/28 (i.e. the addresses 188.8.131.52 through 184.108.40.206).
STEP FOUR: Add the details of your SMTP server and the user name and password you created to Workbooks
Click Start > Configuration > Email & Integration > Email Settings.
Enter the hostname (or IP address) of your SMTP server in the SMTP Server name field. If you have multiple SMTP servers then you will enter a hostname here which resolves to more than one IP address in DNS.
In the Description field simply add text to document the SMTP server being used.
Select the port number, this is very likely to be port 25, unless your SMTP server has an unusual configuration.
Remember to click Save.