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GuidesAPI Reference
Version: 5.0.0

SMTP Block

The SMTP block enables you to connect to an email server and send emails on behalf of the email server. It requires SMTP credentials, which can be stored in Settings > Credentials or created within the UI of the workflow builder.

Configuration​

  1. Credentials: Set up your email server credentials either by:

    • Storing them in Settings > Credentials.
    • Creating them within the workflow builder UI by choosing "Hide this block from users" and entering the required information. This option is suitable if the mail server will not change in your workflow. If it will change, toggle this option off so users can connect their own mail servers.
note

You can use a test website like https://imitate.email to generate sample SMTP credentials (host, port, user, password).

  1. Email Content: Configure the content of your email using one of the following options:

    • Plain text: Use the composer to combine text and variables from your workflow.
    • HTML: Enter HTML code combined with variables from your workflow.
    • Template: Utilize the template functionality to build emails.

  2. Preview Email: Click the "Preview Email" button to see how the email will look before sending it.

Usage​

The SMTP block is useful for sending automated emails within your workflow. By connecting to an email server, you can send emails with customized content, including plain text, HTML, or templates. This is especially helpful for sending notifications, updates, or reports to users.

Remember to set up your email server credentials correctly and choose the appropriate content type for your email. Always preview your email before sending it to ensure it looks as intended.