Email Configuration

Set up transactional emails and notifications

UserVote sends various transactional emails for authentication, notifications, and updates. This guide explains how to configure email settings for reliable delivery.

Email Overview

Types of Emails:

CategoryExamples
AuthenticationLogin links, password reset
NotificationsStatus changes, new comments
DigestsWeekly summaries, updates
AdminAlerts, reports

Email Requirements:

  • SMTP server or email service
  • Verified sender domain
  • SPF/DKIM configuration (recommended)
  • Dedicated sending address

Current Status:

View email status at AdminSettingsEmail

SMTP Configuration

Setting Up SMTP:

  1. Go to AdminSettingsEmail
  2. Select SMTP as provider
  3. Enter configuration:

Required Fields:

FieldDescriptionExample
HostSMTP server addresssmtp.example.com
PortServer port587
UsernameAuth usernameuser@example.com
PasswordAuth password••••••••
FromSender addressnoreply@company.com
From NameSender nameUserVote

Security Options:

  • TLS: Recommended for port 587
  • SSL: For port 465
  • None: Not recommended
  1. Click Test Connection
  2. Save settings if successful

Email Service Providers

Supported Providers:

SendGrid:

  1. Get API key from SendGrid
  2. Select SendGrid as provider
  3. Enter API key
  4. Set verified sender

Mailgun:

  1. Get API key and domain
  2. Select Mailgun as provider
  3. Enter credentials
  4. Configure sending domain

Amazon SES:

  1. Set up SES in AWS
  2. Verify sender identity
  3. Get SMTP credentials
  4. Enter in email settings

Postmark:

  1. Create Postmark account
  2. Get server token
  3. Select Postmark provider
  4. Enter token

Provider Comparison:

ProviderBest ForPrice Range
SendGridHigh volumeFree-$$
MailgunDevelopersFree-$$
SESAWS users$
PostmarkDeliverability$$

Sender Authentication

Why Authenticate:

  • Improves deliverability
  • Prevents spoofing
  • Builds sender reputation
  • Required by many providers

SPF Configuration:

Add DNS TXT record:

v=spf1 include:_spf.yourprovider.com ~all

DKIM Configuration:

  1. Get DKIM key from provider
  2. Add DNS TXT record
  3. Verify in provider dashboard

DMARC Configuration:

Add DNS TXT record:

v=DMARC1; p=quarantine; rua=mailto:dmarc@company.com

Verification:

  1. Send test email
  2. Check email headers
  3. Use authentication checker tool
  4. Monitor in provider dashboard

Email Templates

Template Types:

TemplateWhen Sent
WelcomeNew user registration
Magic LinkPasswordless login
Password ResetReset request
Idea SubmittedConfirmation
Status ChangedIdea update
Comment AddedNew comment
Weekly DigestSummary email

Customizing Templates:

  1. Go to SettingsEmailTemplates
  2. Select template to edit
  3. Modify content
  4. Preview changes
  5. Save template

Template Variables:

  • {{user.name}} - User's name
  • {{idea.title}} - Idea title
  • {{product.name}} - Product name
  • {{action_url}} - Call to action link
  • {{company.name}} - Your company

Notification Settings

Email Notification Types:

User Notifications:

  • Idea status changes
  • Responses to comments
  • Votes on their ideas
  • Weekly digest

Admin Notifications:

  • New idea submissions
  • Reported content
  • System alerts
  • Daily/weekly summaries

Configuring Notifications:

  1. Go to SettingsNotifications
  2. Enable/disable notification types
  3. Set delivery frequency
  4. Configure recipients for admin alerts

User Preferences:

Users can configure in their profile:

  • Which notifications to receive
  • Preferred frequency
  • Digest vs immediate
  • Unsubscribe options

Testing Email

Test Connection:

  1. Go to SettingsEmail
  2. Click Test Connection
  3. Verify SMTP connectivity
  4. Check for errors

Send Test Email:

  1. Enter recipient address
  2. Click Send Test
  3. Check inbox for email
  4. Verify delivery and formatting

Troubleshooting:

IssuePossible Cause
Connection failedWrong host/port
Auth failedInvalid credentials
Not deliveredSpam blocked
Slow deliveryRate limiting

Debug Mode:

Enable email logging to troubleshoot:

  1. Go to SettingsEmailAdvanced
  2. Enable Debug Logging
  3. Send test email
  4. Check logs for details

Delivery Monitoring

Email Dashboard:

View at AdminAnalyticsEmail

Metrics:

MetricDescription
SentTotal emails sent
DeliveredSuccessfully received
BouncedFailed to deliver
OpenedRecipients opened
ClickedLinks clicked

Bounce Handling:

  • Soft bounces: Temporary, retry
  • Hard bounces: Permanent, remove
  • Auto-cleanup option available

Best Practices:

Monitor bounce rate (keep < 2%)

Clean email list regularly

Handle unsubscribes properly

Watch for spam complaints

Maintain sender reputation

Common Issues

Email Not Delivered:

  1. Check spam/junk folder
  2. Verify sender authentication
  3. Review bounce messages
  4. Check provider logs

Slow Delivery:

  • Check rate limits
  • Verify server response
  • Consider async sending
  • Review queue status

Formatting Issues:

  • Test in multiple clients
  • Use inline CSS
  • Keep templates simple
  • Test dark mode

Authentication Errors:

  • Verify credentials
  • Check special characters
  • Confirm account status
  • Review firewall rules

Getting Help:

  • Check provider status page
  • Review error logs
  • Contact provider support
  • Post in community forum