Emailing Through Sportsman Web

 

You can email individuals directly from the patron information screen (the “Look Up” feature) or you can email to lists generated by Sportsman Web reports.   This brief document will help you understand how to use email with Sportsman Web using your computer or cell phone.   When sending individual emails, Sportsman Web will utilize the default email application that is established for use on your computer or cell phone through your operating system.  If you wish to send batches of emails through the Reporting feature you may need to set up the email you want to use with Sportsman Web.   You will need to check and potentially configure two settings to be able to send both individual emails as well as batch emails through the Reporting feature.

 

Additional Resources: 

Sportsman Web – Getting Started Guide

Email Configuration with Sportsman Desktop Application

 

This Document will cover:

ü Configuring Your Default Device Email to Send Individual Emails

o  Windows-based Computers

o  MAC Computers

o  Cell Phones and Tablets

ü Configuring SMTP to Send Email Batches Through Reporting

 

Configuring Your Default Device Email to Send Individual Emails

 

Using the Look Up feature, you can email an individual by clicking on their email address.  This email will rely on your default email service established in your operating system settings.

 

 

Windows-based Computers

 

From your Windows computer you can set your default email program in a few steps.    At your Windows “Settings” menu choose the “Apps” sub menu. 

 

 

Look for the “Default Apps” on the left menu or elsewhere on the screen.

 

Notice your Email default program, if that is not the program you will use to email from Sportsman Web, then you can choose another application by clicking on the program that shows as the default.  This will bring up a list of other email options so you can select the email option you would prefer. 

 

 

 

MAC Computers

 

·       Using a MAC, first open your “Mail” menu.

·       Choose Preferences from the Mail menu, then click the [General] button. 

·       Choose your email application from the ”Default email reader” menu.

 

 

 

Cell Phones and Tablets

Because there are so many cells phones and tablet operating systems, we can only provide general guidance.  

·       Start with your “Settings” option on your phone or tablet

·       Scroll to the Applications list and choose the email application you would like to set as default. 

·       Scroll down through the list of the email application’s attributes and you should see a choice to set that as the default.

·       Another route may be a “Defaults” or similar submenu from the “Setting” area on your phone or tablet.

 

 

Configuring SMTP to Send Email Batches Through Reporting

 

The following applies to all devices connected to Sportsman Web.

 

Sportsman Web will use the Sportsman desktop application System Configuration settings by default when you attempt to send a batch email through Sportsman Web from a Sportsman Report.    If your desktop application System Configuration settings are set to MAPI, you must override these with a new SMTP setting on your Sportsman Web configurations.  If your System Settings are SMTP you can change them to use another email with Sportsman Web if you desire.   For more information on Sportsman Desktop and System Email configurations see Additional Resources links above.   

 

Any overrides on your Sportsman Web User Configuration will NOT change any desktop application Workstation settings you have configured.  

 

To check your desktop application System Configuration settings (Sportsman administrator privileges are required) from the desktop application navigate to File>System Configuration and click on the ‘Connection’ tab.  You can view your Default Email Information in the right panel.   SMTP will allow Sportsman Web to send emails via the default email address set up, however MAPI will not work with Sportsman Web.    System Configuration settings should not be set to HTTP via Peak without working with one of our Technical Consultants.

 

 

 

To use your own email address and have emails you send through Web  show up in your ‘sent’ folder you can edit your Sportsman Web User Configurations to override the System Settings and use a different email via SMTP.  

 

Start by navigating to the ‘cog’ menu in the upper right of Sportsman Web (just to the right of your user name), then select User Configuration from the left menu panel.

 

On the Email Setting panel (generally the lower right) do the following:

·       Select Override System Email Configuration,

·       Add your server, email account, password and port information. 

·       Check the box for Use TLS for IMAP.  

·       The default IMAP port should be 993, however check with your IT provider if you are unable to Verify the IMAP connection as you may be using a different port.

·       From the drop down menu for “add mail sent via… select your Sent folder for the email address you entered.

·       Click the [Verify server connections] button.

 

You will receive one or more popups indicating success.  If you do not have success connecting, recheck your settings.  The SMTP Connection Unverified with the red x should change to SMTP Connection Verified when it is ready to use.    You may also see IMAP Connection Verified if you set that up as well. 

 

 

You should then select [Send Test Message] and send an email to yourself.  If you set up to have the sent emails placed in your Sent folder, verify that an email is there as well.

 

SM:Web:B:Oct20