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title3. Obtaining & Entering your new email account details

Below uses Gmail as an example but more providers instructions can be found here: Setting up an Email account in EXACT

You will need to enter the following:
(Click Here for a list of the most common email providers Mailservers/Ports)

  • User Name & Password - The User Name needs to be the new email address for sending emails, If the first field “Practice Email Address” is also @soegateway.com change this so that they match, followed by the password. (see “Please Note” section for masking email addresses)

  • Incoming Mail Server & Port (i.e imap.gmail.com & Port 993) Tick “Use IMAP” if using IMAP settings
    (untick “Enable incoming email” if you do not wish to receive emails into EXact and just send emails out)

Note

Choosing between POP3 & IMAP for incoming mail
POP3 - (ports 995 or 110) Using POP3 is likely to pull every existing email into EXact and will remove them from everywhere else you’d usually see them, these can not be retrieved!
IMAP - (Ports 993 or 143) This option will retain a copy of the emails on the mail server so you can continue viewing existing and new emails external to EXact (i.e Outlook, online).
Please Note: EXact after receiving emails via IMAP may mark the emails as “read” on the mail server.

  • Outgoing Mail Server & Port (i.e smtp.gmail.com & Port 587)

  • Tick “Use Authentication for outgoing mail”

  • Tick STARTTLS if required (usually only when using port 25)

  • Now click “Test Credentials”. Once you see “Test Successful”, click “next” until you click “finish”, this will save your new Email account setup. If prompted to update the Practice email address click “yes”.
    If you use Campaign/Marketing Manager and clicked “Yes” to the prompt mentioned above please email us at emailhelp@soeuk.com so we can register your new email for sending Campaign communications (you will receive a link via email to confirm your new email account)

Creating a Gmail Account.mp4

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