While using BigSIS you will want to send email from time to time (or every day)! BigSIS is not a dedicated email server, meaning you won’t have a BigSIS email address like email@example.com. Instead you will be setting up email accounts in BigSIS to use your existing email address(es) to send out email. Let’s take a minute to discuss the differences between email addresses and email accounts in BigSIS, first, then we will look at how to set email accounts up.
Email addresses are something most of us are familiar with and are simply an online address that you can send email to on the internet. They are just the same in BigSIS! The two things to keep in mind with BigSIS is that you can tie an email address to one person record or multiple people records and we can also use email addresses to set up email accounts. Other than that they are just what you expect and are used to! Simply put an email address allows you to send email to a person, employee, teacher, donor, etc.
Email accounts are what we set up so that you can use an existing email address, like your gmail or outlook account, to send email from BigSIS. To send email using a third party (that is what BigSIS is because we aren’t your email server) you need to enter in your email address information including username and password so that your email server can authenticate your information to allow a third party like BigSIS to send email. Once you go through the steps to set up the email account you will be able to send email from BigSIS as you need! Don’t worry this is easy to set up and will take just a few minutes!
When it comes to setting up email accounts a user may have one or more email accounts they can use. For example, sometimes you may use more than one email address to send email. This often depends on what type of email you are sending, for example an email address for official office use and a personal email address for internal emails. You have the option to add one or more email accounts in BigSIS to accommodate situations like this. Simply follow the steps to add another email account and tie the user to it and viola, that users can use more than one email account in BigSIS!