Sage X3 offers the ability to send email notifications using the notification server as well as the ability to establish email in the pretty format. The Notification Server settings give Sage X3 users access to an email client that supports authentication, extra security measures like TLS, and may structure workflow message text using notification themes. Set up a notification server using this method to send emails to one or more recipients from the Sage X3 application or web server. The node mailer API is utilized.
For setup of notification servers, we need to navigate:
Administration->Administration->Servers->Notification server
In order configure the notification server (see figure 1 and 2), you need to provide information for following:
Information: Provide name and description for the server. the mode of transmission for messages. By default, the SMTP protocol will be used. If you want to send emails using the specific web API, choose one of the following: AWS Simple Email Service, SendGrid Service, or Mailgun Service if the customer has signed up for one of them. Alternatively, pick the SMTP protocol.
SMTP configuration: provide hostname or IP of or mail server and port and add proxy URL if you want to use it. Also provide authentication information if you want to configure with more security in SMTP authentication.
Message configuration: This is the important step to configure the messages using the notification sever to send the theme-based emails. We need to provide sender email and default theme.
Also, you can test your configuration by clicking on the “Test Configuration” to verify the setup has proper or not. You can create and configure multiple notification servers in the Sage X3.
For creation of themes, there is an option in the action buttons of the notification server screen. Refer figure 2. These themes can be configured as per our requirement by creating themes as shown in the figure 3,4. You can provide any name to your theme which you need to configure the notification server and write the HTML code for creation of your theme which you want to add in the email. You can attach the logo or image in themes like highlighted in the figure 4. This makes your email attractive and prettiest.
Now, for sending the theme-based emails, we need to create workflow as per requirement from the workflow rules in sage x3. You can refer the below link to create the workflow.
As per my setup of the theme-based notification email has sent on mail. See the figure 5.
The layout of mail created using the HTML in the notification themes setup. Email looks prettiest using above steps. You can customise the template for email and use it by following above steps.
Hope this will help you to beautify your email via notification sever through Sage X3.
Sage X3 provides the best feature to send the theme-based emails using notification server.