Email & SMS sending: how this screen works
On Email & SMS sending you connect your own email and SMS accounts, so your Track & Trace updates reach shoppers from your own domain and sender name instead of from QrX. You do this with sender profiles. Without a profile, QrX sends the updates for you.
What you see on this screen
Settings (top left): back to the Settings overview.
New profile (top right): create a sender profile.
Profile cards: one card per profile with its name and what it sends through: SendGrid, SMTP and/or Bird SMS. Not configured means the profile has no email provider and no SMS yet. In use means at least one Track & Trace template sends through this profile.
The pencil opens a profile, the bin deletes it.
When you have no profiles yet, the screen shows No sender profiles yet.
Create or edit a sender profile
Click New profile or the pencil on a profile. Use All profiles to go back.
Profile name (required): a name you recognise, for example "My store notifications".
Email sending
Provider: QrX default (no custom email) keeps sending email through QrX. Choose SendGrid or SMTP to send through your own account.
From email and From name: the address and name shoppers see, for example [email protected] and your shop name.
With SendGrid: your SendGrid API key.
With SMTP: SMTP host, Port (587 by default), Username, Password and Use SSL (implicit TLS on connect).
SMS sending (Bird)
Switch on Send SMS through my own Bird workspace to send SMS from your own Bird account (you pay Bird directly).
Fill in the Workspace ID, SMS channel ID and Access key from your Bird account.
Your keys are safe: API keys, passwords and access keys are never shown again after you save. When you edit a profile, these fields say Saved. Leave blank to keep. Leave them empty to keep the saved value, or type a new one to replace it.
Click Save profile to save, or Cancel to leave without saving.
Test the connection
Under Test connection you can check that your details work before you save.
Enter a recipient: an email address for Test email, or a phone number in international format for Test SMS.
Click Test email or Test SMS. A real test message is sent with the details on the screen.
Follow the steps as they run (for example Validate configuration, Connect to server, Authenticate, Send test message) and read the Log.
You get Test passed (the message was accepted for delivery, with the message ID) or Test failed with the exact reason.
The test buttons appear once you have chosen an email provider or switched on Bird SMS. Before that the section says Configure email or SMS above, then run a test.
Use a profile for your tracking updates
Save the sender profile here.
Go to Settings, Track & Trace and open a template.
At the top, choose your profile under Sent from. The change is saved right away. Choose Sent by QrX (default) to switch back.
A Bird SMS profile also lets you send Track & Trace SMS without the paid QrX SMS option, because the SMS go through your own Bird account.
Delete a profile
Click the bin on a profile and confirm in Delete sender profile. Templates that used it fall back to the QrX sender, so your shoppers keep getting their updates.
Tips and common questions
"Could not save. Check your input and try again.": check that the profile has a name and that the fields are filled in correctly.
"A "From email" address is required.": fill in From email before you test email.
"An SMTP host and port are required." or "A SendGrid API key is required.": fill in the missing field for your provider.
"Bird workspace, channel and access key are all required.": fill in all three Bird fields.
"The phone number is not valid (expected 8-15 digits in international format).": enter the number with the country code, for example +31612345678.
"SendGrid rejected the request": check your SendGrid API key and that your From email is allowed as a sender in your SendGrid account.
The Sent from choice is missing in Track & Trace: it only appears after you created at least one profile, and when your role allows managing sender profiles.
Need help? Click Chat at the bottom of the Help Center.