Table of Contents


Background
First Things First
The Process
    Automatic Configuration
    Manual Configuration
    Settings for Common Email Providers
Still Need Help

Background

If you are going to set up e-mail notifications to customers, you need to have your e-mail address info entered in ShipWorks. You can have several different e-mail addresses configured for different types of e-mails or for different stores.


This article will guide you through the steps to add your email account(s) to the ShipWorks software.


First Things First

Before you begin, there are a few things you want to be sure that you have available to you:

1.  You will need to have ShipWorks installed and to be logged into ShipWorks as a user with administrator rights.

2.   ShipWorks will attempt to automatically apply the proper settings for your email account during the setup process.  However, it may be helpful to have your email account settings available.  Here is a list of what is typically needed:

  • The email address
  • The email account username and password
  • IMAP or POP3 settings * 
  • Incoming mail server port number and security settings*
  • SMTP settings *
  • SMTP port number and security settings*

* If you are unsure of these settings, we will list many of the most common email account settings below.  You may also be able to speak with your resident IT professional.


The Process

Automatic Configuration


 1. In ShipWorks, click on the Manage tab.  Then, click on the Email Accounts button.



2.  Then, click the New button on the Email Accounts screen.



3. On the Account Configuration screen, choose Automatic Configuration.




4.  In the Automatic Configuration section, enter Your Name: (the name associated to the email account), Email Address: and Password. Then, click Next.




Note:  ShipWorks will attempt to automatically detect the correct settings for your email account.  If ShipWorks is able to automatically detect the correct email settings, you will be take to the next screen in the setup wizard.  Otherwise, if the setup fails, please continue with the Manual Configuration section below.



5.  On the Account Alias screen, enter a name for how you would like this email account to display in ShipWorks.  This can be anything you would like and is not used when sending emails to your customers.



6.  Click Next and then Finish.  Your email account is now setup and ready to use.



Manual Configuration

If you attempt the Automatic Configuration method and ShipWorks is not able to automatically configure your email account, you will be asked to use the Manual Configuration option.



1.  Click the Next button to go to the Manual Configuration screen.


2.  On the Manual Configuration screen, enter the following information: (see screenshot for highlighted fields)

Note:  Please see the Incoming/Outgoing Settings for Common Email Services section below which lists settings for many of the most common email providers.  Otherwise, you may need to reach out to your local IT professional for your specific email account settings.



3.  Select the correct incoming mail server type from the Server Type: drop-down menu.



4.  Next, click on the Incoming Settings button and enter the appropriate information for your email account.  Click OK when you are finished entering this information.



5.  Now, click on the SMTP Settings... button and enter the correct information.  Click OK when you are finished entering this information.




5.  Once you have entered your email settings, you can test your email account.  In the Send a test message to: field, enter an email address to where you would like the test email sent.  Then, click the Send Test button.


ShipWorks will attempt to send a test email to the email address you entered.  





6.  Once you can send a test email successfully, you are all set.  Click OK on the Test Email screen and then continue with the setup wizard.  Then click Finish.




Incoming/Outgoing Settings for Common Email Services

Gmail

Incoming mail server: pop.gmail.com 

Server Type: POP3

Username:  your full email address 

Password: **** This is NOT your regular Google Password.****  You have to create a new "application-specific" password on Google after turning on a "two-step verification process." - Follow these step by step instructions on generating this application-specific password:  https://support.google.com/accounts/answer/1085463?hl=en&topic=1099588&ctx=topic. When you get to the screen to select the app, select "Other" and type in "ShipWorks." Read the onscreen instructions from Google carefully and this should go pretty smoothly. 


Incoming Settings: 

     Check Require secure connection when receiving mail. 

     Method: Implicit (SSL)
     Port: 995 


Outgoing mail server (SMTP): smtp.gmail.com 
In SMTP Settings:

     Outgoing Mail server port:  465

     Check Require secure connection when receiving mail (YES)

     Method: Implicit SSL 
     Check Use same user name and password as incoming mail server.


 

Hotmail/Windows Live Mail

Account Name/Login Name: Your Windows Live ID

Example: If your email address was shipworks@hotmail.com, your login name would be   “shipworks@hotmail.com”.

Password: Your password for Hotmail or Windows Live 

Incoming mail server (POP) settings:
POP server: pop3.live.com
Enable SSL
Port: 995 

Outgoing mail server (SMTP) settings:
SMTP server: smtp.live.com
Enable TLS
Port: 25 or 587

SMTP Authentication is required

 

Yahoo! Premium Account

***ShipWorks cannot be configured with basic Yahoo! email accounts. Free Yahoo! accounts do not offer the option to use the incoming/outgoing mail servers.


Account Name/Login Name: Your Yahoo! email ID, but without the @yahoo.com.

Example: If your email address was shipworks@yahoo.com, your login name would be   “shipworks”.

Email Address: Your Yahoo! Mail address

Example: shipworks@yahoo.com 

Password: Your Yahoo! Mail password
Incoming mail server (POP) settings:  
POP server: plus.pop.mail.yahoo.com
Enable SSL
Port: 995 

Outgoing mail server (SMTP) settings:
SMTP server: plus.smtp.mail.yahoo.com
Enable SSL
Port: 465 

 

Troubleshooting Tips
If you receive an error about not being able to access the outgoing mail server (SMTP), it is possible that your internet service provider is blocking the outgoing mail server port. Try using 587 as the SMTP port.

 

Still Need Help?

Please feel free to reach out to one of our awesome Customer Care Representatives in St. Louis.  We are happy to help.