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C R E A T E D O N 8 / 2 2 / MCALLISTER SOFTWARE SYSTEMS. AVImark Software Support. S e t u p

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C R E A T E D O N 8 / 2 2 / 2 0 1 3

MCALLISTER SOFTWARE

SYSTEMS

AVImark Software Support

AV I m a r k

E-M a i l S e t u p

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1 1. 2. 3. 5. 4. 6.

If you do not see your E-Mail provider listed below you will need to contact your E-Mail provider for assistance with providing the required information necessary to complete this worksheet. If your E-Mail provider is listed please click their name to see the settings AVImark will need to be able to E-Mail.

Note: AVImark is not compatible with all E-Mail Providers. The ability to use this function of AVImark will depend on the version of AVImark and the E-Mail provider. For example Gmail will not work with versions below 2010, Microsoft will not work with any version of AVImark due incompatibility with there settings.

Note: When asking for the information for the setup, please let the E-Mail provider know you need settings for Microsoft Outlook.

Gmail Yahoo AOL Petwise

1. On the tool bar click on the Wrench icon this will bring up the Advanced Options.

2. In the search box type in e-mail this will bring up the options you will need to modify.

Note: If you see any site values and are not running site you will want to remove those values form the E-Mail advanced options. By doing a right-click/remove

3. Disconnect Between Sending E-mails. This should be set to True if your E-mail provider has a cap or limit of how many E-Mails can be set at one or per batch.

4. Number of E-Mails to send to client at one time. For Disconnect Between Sending E-mails is set to True then you will need to put a value under what your cap is for example if you can send out a E-Mail with 100

recipients at one time you would want to put a value around 80 in this field if Disconnect Between Sending E-mails is False you can skip this step.

5. Reply E-Mail Address. This will be the E-Mail address you want your customers to reply to if they E-Mail you back.

NOTE: some e-mail providers require this to be your user name if you receive errors when trying to E-Mail try your user name in this option.

6. Use E-Mail Client. If this option is set to True, AVImark will use the default mail client of the computer. (i.e. Microsoft Outlook, Mozilla Thunderbird) to send E-Mails. This will allow you to work with any E-Mail provider if AVImark is having trouble sending E-Mails and may work great for sending single E-Mails but if you are sending out mass E-Mails such as reminders or newsletters these options needs to be set to False.

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2 7. 6. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18.

7. SMTP Password. The password that you use to access your E-Mail.

8. POP Before SMTP. Some mail servers must check for new E-Mail before sending out mail. If the preceding circumstance applies, this option should be set to true. If False you can skip steps 10-11

9. Server Name. The server that sends outgoing e-mail from your E-Mail account. Most of the time it is going to be smtp.servicesprovider.com. For instance, Gmail’s SMTP server is smtp.gmail.com.

10. Server Requires Login. This option causes AVImark to provide the mail server with a user name and password before an e-mail is sent. Note: If you have a user name and password, this option should be set to true. 11. SMTP Port. The port number of the mail server AVImark will connect when sending E-Mail. Most of the

time, the port is 25.

12. Use Secure Connection. This option enables SSL or TLS, if needed.

13. User Name. The name that you provide when accessing your web mail account or the SMTP server user name in the e-mail account settings of your e-mail client application.

14. POP Password. The password that you use to access your E-Mail.

15. POP Port. The port number of the mail server AVImark will connect when sending E-Mail. Most of the time, the port is 110.

16. POP Server Name. The server that transfers incoming mail sent to your E-Mail account. Most of the time it is going to be pop.servicesprovider.com. For instance, Gmail’s POP server is pop.gmail.com.

17. Use Secure Connection. This option enables SSL or TLS, if needed.

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Advanced Options setup for Gmail

Option

Default Value

+Email

Disconnect between Sending E-mails

True

Number of E-Mails to Send to Client At

One Time

50

Reply E-Mail Address

*the email address you prefer your clients

replying to with any questions

+POP

Password

*leave blank

POP Port

*leave blank

Server Name

*leave blank

Use Secure Connection

Never

User Name

*leave blank

+SMTP

Password

*your Gmail password

POP Before SMTP

False

Server Name

smtp.gmail.com

Server Requires Login

True

SMTP Port

465

Use Secure Connection

SSL

User Name

*your Gmail address

Note: If you see any site values and are not using the site feature, you will want to remove those values from the E-Mail advanced options. To remove, highlight on the entry and do a right-click/remove. You can verify this by checking that <No data to display> appears at the bottom of the window when an option is highlighted.

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Advanced Options setup for Yahoo

Yahoo Mail email limit - no more than 100 emails or recipients per hour

Option

Default Value

+Email

Disconnect between Sending E-mails

True

Number of E-Mails to Send to Client At

One Time

50

Reply E-Mail Address

* Full Yahoo® e-mail address

+POP

Password

*leave blank

POP Port

*leave blank

Server Name

*leave blank

Use Secure Connection

Never

User Name

*leave blank

+SMTP

Password

*your Yahoo password

POP Before SMTP

False

Server Name

smtp.mail.yahoo.com

Server Requires Login

True

SMTP Port

465

Use Secure Connection

SSL

User Name

*

Full Yahoo® e-mail address.

Note: If you see any site values and are not using the site feature, you will want to remove those values from the E-Mail advanced options. To remove, highlight on the entry and do a right-click/remove. You can verify this by checking that <No data to display> appears at the bottom of the window when an option is highlighted.

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Advanced Options setup for AOL

Option

Default Value

+Email

Disconnect between Sending E-mails

True

Number of E-Mails to Send to Client At

One Time

50

Reply E-Mail Address

* Full AOL® e-mail address

+POP

Password

*leave blank

POP Port

*leave blank

Server Name

*leave blank

Use Secure Connection

Never

User Name

*leave blank

+SMTP

Password

*your AOL password

POP Before SMTP

False

Server Name

smtp.aol.com

Server Requires Login

True

SMTP Port

587

Use Secure Connection

Never

User Name

*

Full AOL® e-mail address.

Note: If you see any site values and are not using the site feature, you will want to remove those values from the E-Mail advanced options. To remove, highlight on the entry and do a right-click/remove. You can verify this by checking that <No data to display> appears at the bottom of the window when an option is highlighted.

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Advanced Options setup for Petwise

Option

Default Value

+Email

Disconnect between Sending E-mails

True

Number of E-Mails to Send to Client At

One Time

50

Reply E-Mail Address

* [email protected]

+POP

Password

*leave blank

POP Port

*leave blank

Server Name

*leave blank

Use Secure Connection

Never

User Name

*leave blank

+SMTP

Password

*your Petwise password

POP Before SMTP

False

Server Name

Mail.petwisewebsites.com

Server Requires Login

True

SMTP Port

25

Use Secure Connection

never

User Name

* [email protected].

Note: If you see any site values and are not using the site feature, you will want to remove those values from the E-Mail advanced options. To remove, highlight on the entry and do a right-click/remove. You can verify this by checking that <No data to display> appears at the bottom of the window when an option is highlighted.

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