Application: Mailbox

Introduction

Email is a typical communication channel needed in most solutions. With its many end-to-end features, this application helps you quickly integrate email functionality into your Casewhere solution and enables your end users to efficiently manage the entire life cycle of emails, from creation and queuing to sending with different strategies.

Features

Email templates

You can define templates with merge fields to standardize email throughout your Casewhere solution. The merge fields are replaced with context-specific data at runtime before the mail is sent to recipients. The email templates are composed in Casewhere’s standard HTML editor, which supports various predefined formatting tools that make it easy to set up well-structured emails for recipients. Handlebars (https://handlebarsjs.com) is used as the template engine, giving you the power to build semantic templates effectively and without frustration. You can also enable your end users to edit the email templates.

mailbox

Email sending

The application provides three methods for sending emails:

  • Queued: When an email object is created with the type Queued, through Data Trigger, a Sending email workflow is immediately created and queued. Email sending is based on the configured priority.
  • Manual: When an email object is created with the type Manual, it is up to your solution to create the Sending email workflow and trigger it as you want it sent.

Email sending whitelist

An email whitelist is a list of trusted contacts. Messages from contacts on this list never end up in your junk or spam folders. You can set up an email whitelist by going to Email settings.

whitelist

SMTP configuration

The application includes an SMTP plugin, which is responsible for sending emails from Casewhere. For Casewhere to send emails, you need to provide the SMTP server information on the Plugin Setting page in Casewhere Admin. The application also provides a Worker Sites page that you can use to delegate the configuration to your end users.

Installation

Requirements

  • Casewhere 2.6 or later
  • SMTP server

Configuration

After installing, please follow the below steps to configure the application:

  1. Configure the SMTP server in the Plugin Setting in Casewhere Admin. You can later enable your end-users to override these settings from a Worker Sites page.
  2. Define your email templates. Make sure you preview all templates before publishing them.
  3. Integrate the email templates with corresponding transactional workflows. Make sure you specify the correct Template Code when creating email objects in your workflows.
  4. Test your email templates and sending logic.
  5. Assign security rules to control access so only relevant users can edit email templates and monitor emails from the Worker Sites.

Releases

1.1.0 - 08/12/2021

Changelog

  • Email sending whitelist

Download (login required): Casewhere Mailbox v1.1.0

1.0.0 - 13/04/2021

Changelog

  • Email template
  • Email sending

Download (login required): Casewhere Mailbox v1.0.0