Sources are the systems that send messages into your SendPro account. Examples include a webshop, a ticketing platform, or another application. You can add multiple sources, each with its own credentials. This way, all messages from different systems can be routed through SendPro.
To track activity, you can use Source Reports or set up Source Notifications to stay informed about your messages.
Every account needs at least one source.
- SendPro Basic accounts include a SMTP source and an API source, ready for you to use.
- SendPro Premium accounts let you create as many sources as you want of any type.
In this article:
Getting started with the source wizard
You can create new sources in SendPro using the Source wizard.
Before you begin:
- You must have Admin access to set up a source.
- SendPro Basic: you cannot create new sources. You can only add or remove credentials for the default SMTP and API sources.
- SendPro Premium: you can create unlimited sources of any type.
- Each account also includes a standard source called SendPro. This source is used for system-generated messages, such as BCC copies and resends. You cannot edit or remove this source.
Steps:
Step 1: Open the source wizard
- Go to Setup > Sources & API in the main menu.
- You will see a list of existing sources. Here you can:
-
- Edit existing sources
- Set up a new source by clicking Create Credentials Wizard.
To set up your first source, click Create Credentials Wizard.
Step 2: Select a protocol
The first screen in the Source Wizard asks you to choose a protocol type. The most common type to use is either API or SMTP. Read the details per type to see which protocol is right for you.
This is the most common protocol next to SMTP. With an API endpoint it is possible to trigger messages in SendPro. The advantage of an API compared to the other protocols is that you can more easily use personalization directly with the extra data that is provided from your system. We advise you to use an API source wherever possible. See our apidoc for details.
When you select the API option, you'll see the following settings:
- Role: there are multiple roles to select. The role you set here determines how much and what the source can read. If you choose None and select the checkmark next to Allow submit message, you create a source that may only enter and not read data from SendPro.
- Source: you can create new sources or you can use an excisting source via the dropdown menu. Do you have SendPro Go! then you can only use one source.
Then click Next and you will see the following screen:
- Description: place a description here that is easily recognizable to you.
- Allowed senders and/or domains: this option is not mandatory, but it is possible to whitelist senders and domains that send messages to the API.
- Max. message sixe (KB): only fill in this field when your message must be under 30 MB. Keep in mind that this includes your attachments.
- TLS required: this is checked by default. Make sure that your system also sends with TLS. If that is not an option, uncheck this option. Lower than TLS 1.2 is not supported
This protocol is used to transfer messages between servers. SMTP is a common protocol for sending Emails. If your source system does not support API, it will very likely support SMTP.
When you have chosen the SMTP option, you will see the following settings:
- Description: place a description here that is easily recognizable to you.
- Allowed senders and/or domains: this option is not mandatory, but it is possible to whitelist senders and domains that send messages to the SMTP.
- Max. message sixe (KB): only fill in this field when your message must be under 30 MB. Keep in mind that this includes your attachments.
- Limit access to IP (CIDR notation): it is possible to restrict IP addresses by placing specific IP addresses here from which you can connect to SMTP.
- TLS required: this is checked by default. Make sure that your system also sends with TLS. If that is not an option, uncheck this option. Lower than TLS 1.2 is not supported
- Contact info: place the details of the contact person responsible when there are problems with the sync to SendPro here.
If you cannot provide a password or user for an SMTP connection, you can use SMTP (Header auth). Instead of a user or password, you use specific headers that are read out. Please contact us if you cannot use the default SMTP and want to use this option. Header Auth is also the right choice for Exchange Online sources.
When you have chosen the SMPT (Header auth) option, you will see the following settings:
- Description: place a description here that is easily recognizable to you.
- Allowed senders and/or domains: this option is not mandatory, but it is possible to whitelist senders and domains that send messages to the SMTP.
- Max. message sixe (KB): only fill in this field when your message must be under 30 MB. Keep in mind that this includes your attachments.
- Limit access to IP (CIDR notation): it is possible to restrict IP addresses by placing specific IP addresses here from which you can connect to SMTP.
- TLS required: this is checked by default. Make sure that your system also sends with TLS. If that is not an option, uncheck this option. Lower than TLS 1.2 is not supported
- Contact info: place the details of the contact person responsible when there are problems with the sync to SendPro here.
If your system cannot connect to API or SMTP, you can use this option. You then send a message to a specific email address (inbox source). From there, SendPro picks up the message and processes it as an SMTP message. In the header you add extra data, so that SendPro knows which recipient should receive the mailing.
When you select the Inbox Source option, you'll see the following settings:
- Description: place a description here that is easily recognizable to you.
- Max. message sixe (KB): only fill in this field when your message must be under 30 MB. Keep in mind that this includes your attachments.
- TLS required: Check this if desired, but make sure that your system also sends with TLS. Is this not possible? Then uncheck this option. Lower than TLS 1.2 is not supported
- Recipients: enter an email address here. SendPro picks up the message and processes it in the same way as SMTP. After that, the message enters a flow.
When incoming mail from a specific domain needs to be handled, choose this option. You can use an API to retrieve these messages. Please contact support if you need help in setting up an Inbox Domain.
When you select the Inbox domain option, you'll see the following settings:
- Description: place a description here that is easily recognizable to you.
- Max. message sixe (KB): only fill in this field when your message must be under 30 MB. Keep in mind that this includes your attachments.
- TLS required: Check this if desired, but make sure that your system also sends with TLS. Is this not possible? Then uncheck this option. Lower than TLS 1.2 is not supported
- Domain: Enter your domain here. To use an inbox source you must have a domain that has a DKIM authentication. More information in the article: Setting up an inbox domain.
SMPP is an older protocol that is generally used to send SMS.
When you select the SMPP option, you'll see the following settings:
- Description: place a description here that is easily recognizable to you.
- Limit access to IP (CIDR notation): it is possible to restrict IP address by placing specific IP addresses here from which you can connect to SMTP.
- TLS required: this is checked by default. Make sure that your system also sends with TLS. If that is not an option, uncheck this option. Lower than TLS 1.2 is not supported
- Contact info: place the details of the contact person responsible when there are problems with the sync to SendPro here.
If you already have a source of the selected type, the system will ask whether you want to:
- Create a new source of that type, or
- Add new credentials to the existing one
If you are new user, you can only create new sources.
Step 3: Configure source settings
You’ll now define the source settings. This includes:
- Description: Optional label to help you identify the source.
-
Protocol-specific settings: These differ based on the selected type. For more information, refer to the article on source types. The general options (not available for all types) include:
- Allowed senders and/or domains: Whitelist senders and domains to send messages. Not mandatory for normal use.
- Limit access to IP (CIDR notation): Restrict connections to certain IP addresses.
- Max. message size (KB): Set a maximum message size.
- TLS required: Enforce the use of TLS when connecting to SendPro.
- Contact info: The details of the person responsible for this source.
Once you’ve filled in the required information, click Create Credentials.
This creates a username and a password that enables a connection between your system and SendPro. Before you create the credentials, you first specify the settings. All these settings, except for the password, can be changed later. The password is stored with encryption and no one can access it afterwards.
Password is shown only once, save it securely
The password is shown once, so make sure to save it securely. If you have lost your password, you will need to create new credentials. Also, be mindful that the passwords generated for the sources are unique and should not be shared with anyone else. Save your source credentials to somewhere safe.
Be sure to click done to confirm. Your source is now ready for use.
Editing a source
All source settings, except for the password, can be changed by navigating to Setup -Sources, choosing the source you want and clicking edit. You can also delete a source from this page.
More details:
➡️How to edit or delete a source
Source reports
SendPro can generate reports per source. This gives you insight into which messages are sent by which system and helps you narrow down any issues. You’ll find Source Reports under Report - Sources in the menu.
More details:
Source notifications
A Source Notification sends an email to a chosen address whenever there’s an error for that source. This is useful for sending alerts directly to the people responsible for that system. Set up Source Notifications under Design > Notifications.
More details: