HOW TO: Configure email communication in PST Complete

Last modified: 1 year ago

Overview

PSTComplete support automated emails communication as a workflow step. This allow to send desired emails to end user during migration.

1. Customer need to provide following SMTP server information:

2. Email template that will be used during migration. Templates need to be provided in .msg format in order to import them.

Configure SMTP server settings:

1. Navigate to Administration > Settings > SMTP Server Settings

2. Configure relevant fields as per requirements provided by customer

Configure email templates:

1. Navigate to Setup > Email Templates

2. Select "New Email Template" from top ribbon

3. In the Email editor select "+ Import MSG" and select the .msg file provided

Configure email workflow step

1. Navigate to Setup > Migration Processes

2. Select migration process you want to add email communication into

3. Add "Send User/Admin Communication/Notification" workflow step into desired position

4. Click on that step and configure additional details as: