When your customers receive emails informing them of a subscription being activated or invoices or any other customer engagement protocols, these emails are sent from a default outbound email address i.e. noreply@subscriptionflow.com.
However, to send emails to and receive emails from customers through your company’s official email, you must configure this email address with SubscriptionFlow. This guide shows you how to do this.
How to Connect a Gmail Account
How to Connect a Microsoft Outlook Account
How to Connect a Microsoft 365 Azure Account
Connecting a Gmail Account
- Go to the Settings by clicking on the gearbox icon in the top right corner. Then click on ‘Email Configurations’ under Email Settings.
- Select your email service provider from the options.
- Set some access permissions. Select all permissions or separately select if you only want to view emails through SubscriptionFlow or also allow it to send emails on your behalf (necessary for customer engagement through email automation).
- Your gmail is configured. Use the disconnect button to disable sending emails from this account. You can also make this the default email address that you use to communicate with customers.
5. The ‘Options’ button lets you edit or delete this configured email.
Connecting an Outlook Account
- Select Microsoft account to proceed.
- Sign into your account.
- Allow SubscriptionFlow access to send and receive emails through this account.
- Your email is configured. Make it your default address. Edit, delete or disconnect the email address if needed.
That is how you configure your email. Now when you set up automated email workflows your configured emails will appear in the dropdown.
Connecting a Microsoft 365 Account
1. Go to Administration Settings > Email Settings > Email Configuration. Then select Office365 Account.
2. To successfully connect your Office365 account you will need some credentials from your Azure account.
3. Log into https://portal.azure.com/ and navigate to Azure Active Directory.
4. From the left menu, select App registrations.
5. Click on '+New registration' above the application list. Provide Application Name. Choose Supported Account Types from the options. Then click the Register button. You will be automatically redirected to the new application settings page. On this page add the Name for your application and add the following redirect URL:
https://apps.subscriptionflow.com/subscriptionflowservices/email/callback/Office365
8. Then from the left menu, select Certificates & secrets.
9. Click the New client secret button.
10. Provide a Description that will help you remember how or where the secret is going to be used and choose an Expires period. Click the Add button.
11. A new client secret will be generated. Copy and paste the Secret Value. This value is only viewable directly after generation. Make sure to save it.
12. Now go back to SubscriptionFlow and paste this client secret in the relevant field.
Tenant ID: This is the value previously copied from the Essentials section in the created Azure app.
Client ID: This is the value previously copied from the Essentials section in the created Azure app.
Client Secret: The generated secret value token in the Certificates & Secrets section on the Azure application.
From Email: Azure AD username that will be used as sender in the emails.
14. Finally click 'Save Changes'.
15. Go back to Azure Portal > App Registrations > Your App. From the left menu, select Authentication.
16. Choose Yes for 'Allow public client flows'. Click the Save button to apply the changes.
17. From the left menu, select API Permissions.
18. Click the '+Add a permission' above the list with all assigned permissions.
19. Choose Microsoft Graph in the right panel.
20. Choose API permissions.
21. Select Mail.Send in the Mail section.
22. Select User.Read.All in the User section.
23. Click the Add permissions button. This will add two new permissions to the application.
24. The Azure AD Administrator should Grant admin consent for SubscriptionFlow from the button above the assigned permissions.
25. Go back to SubscriptionFlow. Click on 'Configure Office 365'.
26. This redirects you to your Azure portal login and requires you to grant permissions to complete setup.
This should complete your configuration of Microsoft 365 account with SubscriptionFlow
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