Email

Until a project has an email account (or your organization has a server), its customers get no emails from you — signing up on your sites still works. MINT doesn’t send anything to your customers in its own name.

Each row shows the account’s name, the sender name and address, the server, and whether it works: Working (green) after a check or an email that went out, Not working (red) with the reason after one that didn’t. The ⋯ menu on a row has Make default, Edit, Send a test email and Remove.

Test connection signs in to the server without sending anything. Green means it connected and the password was accepted; red says what went wrong in plain words. Changing any field clears the answer, so test again. Saving checks once more and shows the result on the row; an account that fails is still saved, so you can fix it later with Edit.

• The first account you connect becomes the default.
• Removing the default makes the oldest account left the default; removing the last one sends the project’s emails back to your organization’s server, or stops them if it has none.
• Send a test email (in a row’s ⋯ menu) goes through that account, whether it’s the default or not — to you, or any address.

New design opens a window: the settings on the left, a sample email on the right that changes as you do — at desktop or phone width. What you see is exactly what your customers get. A project can have several designs (Receipts, Newsletter…); the Default one is used unless an automation picks another. The ⋯ menu on a row has Make default, Send a test email and Remove.

Font offers the fonts every email app has (Helvetica, Georgia, Trebuchet…), so it looks the same in Gmail, Outlook and on phones. Start from colours sets the header, buttons and background in one click — change any of them after.

• Logo — upload one or pick it from the media library. Use PNG or JPG: Gmail and Outlook don’t show SVG in emails. It starts as your business logo.
• Title — text beside the logo, or on its own. {{business.name}} fills in your business name; leave it empty for the logo alone.
• Logo height, line up (left or centre), background and title colour.

Insert a detail adds your business name, address, phone, email, website, the project’s name or this year — taken from Project → Settings → Business details, so they stay right when they change. A line whose detail is empty is left out.

The default follows whichever design is the project’s default. Pick another — a plain one for a personal follow-up, say — and only that email uses it. If that design is removed, the email goes out in the default.

Your email host gives you these details (often under “SMTP”, “outgoing mail” or “email clients”):

Sending a lot? Gmail and Outlook limit how many emails a mailbox sends a day (a few hundred to two thousand). For newsletters, a sending service with SMTP (Brevo, Mailgun, Postmark, SendGrid, Amazon SES) works the same way: put in its SMTP server and the username and password it gives you.

The test goes out exactly like your customers’ emails. If it works, the page says Working; if not, it says why in plain words — a wrong password, a wrong port, a server that can’t be reached — and the same reason is kept until the next email goes out.

A project’s page shows that project’s emails and which account each went through; the organization’s page shows them all. For most emails only the subject is kept. Automation emails keep their message too: the eye shows one as it went out, and a failed one has Resend — see Automations → seeing and resending emails. Entries go after 180 days.

• Changing the server, port, SSL, username or password marks it as not tested — send a test again.
• Removing the server stops your emails at once; the log stays.