Provider

Introduction

This section is for configuring the communication provider for email and messaging services. Here, you can swiftly integrate your service infrastructure through SMTP or API.

How to access on Fynd Platform

1. Platform Panel
2. Sales Channel (select application)
3. Communication
4. Providers

Main Screen

Figure 1: Provider - Main Screen

Figure 2: Provider - Main Screen Intro

In this document, you will learn more about:

• Configuring an Email Provider
• Configuring an SMS Provider
• Setting Default Providers

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Configuring an Email Provider

Click on Create, as shown in fig. 1 and select a provider to configure.

Figure 3: Select Provider to Configure

There are namely 3 email providers.

• Pepipost
• Falconide
• SMTP

Pepipost

1. Select Pepipost and proceed.

Figure 3: Pepipost Configuration

2. Here, you need to fill the provider details.
   • Provider Name - Enter any name for your provider. Example: Abracadabra
   • Description - Enter a brief description for this provider.
   • Provider API Key - Check step 3 below.
   • Name - The name that should appear on the mail you send (check fig. 11).
   • Email - The email that should appear on the mail you send (check fig. 11).
   • Add more - You can add more names and emails and set them as a default.

Figure 4: Pepipost Settings

3. Go to https://app.pepipost.com and sign-in with your credentials.

Figure 5: Login

4. Click on the Settings icon on the left, and go to Integrations.

Figure 6: Login Success

5. Go to the API tab and copy the API key.

Figure 7: API Key

6. As described in step 2, fill all the fields and also paste the API key that is copied as shown in step 5.

Figure 8: Fill all Pepipost Fields

7. You can add more sender name and sender email ID if required. Optionally, you can set them as default.

Figure 9: Add More Sender

8. Click the Test Provider option, on the top-right.

Figure 10: Test Email

9. This is the test mail that the recipient will receive. Kindly check the Name (Pepi) and Email (ashoknayak@pepisandbox.com) that were entered in step 6.

Figure 11: Test Email Successfully Received

10. In case of any error, the test email would not be sent and you will receive the following message on your screen. In such a case, kindly sure to re-verify all the details.

Figure 12: Test Email Failed (due to configuration issues)

Falconide

1. Select Pepipost and proceed.

Figure 13: Falconide Configuration

2. Here, you need to fill the provider details.
   • Provider Name - Enter any name for your provider. Example: Bella
   • Description - Enter a brief description for this provider.
   • Provider API Key - Check step 3 below.
   • Name - The name that should appear on the mail you send (check fig. 23).
   • Email - The email that should appear on the mail you send (check fig. 23).
   • Add more - You can add more names and emails and set them as a default.

Figure 14: Falconide Settings

3. Go to https://www.falconide.com/ and click on Login (top-right).

Figure 15: Falconide Homepage

4. Sign-in with your credentials.

Figure 16: Login

5. Click on the Settings icon on the left.

Figure 17: Login Success

6. Click on the API section under Settings. Click on View Settings under SMTP & HTTP API Details.

Figure 18: Falconide API Settings

7. Under API Credentials, click Show to view the API key. Copy this API key.

Figure 19: Show API Key and Copy

8. As described in step 2, fill all the fields and also paste the API key that is copied as shown in step 7.

Figure 20: Fill all Falconide Fields

9. You can add more sender name and sender email ID if required. Optionally, you can set them as default.

Figure 21: Add More Sender

10. Click the Test Provider option, on the top-right.

Figure 22: Test Email

11. This is the test mail that the recipient will receive. Kindly check the Name (Ashok Nayak) and Email (ashoknayak@gofynd.com) that were entered in step 8.

Figure 23: Test Email Successfully Received

12. In case of any error, the test email would not be sent and you will receive the following message on your screen. In such a case, kindly sure to re-verify all the details.

Figure 24: Test Email Failed (due to configuration issues)

SMTP

Here, you can configure other email providers using SMTP and not API. Here, you can also configure Pepipost and Falconide.

1. Select SMTP and proceed.

Figure 25: SMTP Configuration

2. Here, you need to fill the provider details.
   • Provider Name - Enter any name for your provider.
   • Description - Enter a brief description for this provider.
   • Host, Port, Username and Password - You can acquire these details from your SMTP provider.
   • Name - The name that should appear on the mail you send.
   • Email - The email that should appear on the mail you send.
   • Add more - You can add more names and emails and set them as a default.

Figure 26: SMTP Settings

3. Examples of Host, Port, Username and Password provided by some providers.

Figure 27: Example: Details Provided by an SMTP Provider

Figure 28: Example: Details Provided by an SMTP Provider

4. As described in step 2 and 3, fill all the fields.

Figure 29: Fill all SMTP Fields

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Configuring an SMS Provider

Netcore

1. Select Netcore and proceed.

Figure 30: Netcore Settings

2. For setting up Netcore, you would need to get the below details from Netcore -
   • Feed ID
   • Username
   • Password
   • Sender ID

Figure 31: Netcore Settings

SMPP

1. Select SMPP and proceed.

Figure 32: SMPP Settings

2. Here, you need to fill the provider details.
   • Provider Name - Enter any name for your provider. Example: Abracadabra
   • Description - Enter a brief description for this provider.
   • Host, Port, Username and Password - You can acquire these details from your SMPP provider.

Figure 33: SMPP Settings

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Setting Default Providers

Here, you can set the default provider for your OTP, Transactional and Promotional Emails or SMS. Use the drop-down to select the provider that you have configured. Moreover, among the list, you also have an option to choose Fynd as your provider.

Figure 34: Setting a Default Provider