Configure Channel Providers

The FtosProvider uses SendGrid in order to send emails. SendGrid is a cloud-based platform that solves the challenge of email delivery. SendGrid provides and manages an email server on your company's behalf, so your communications with customers are reliably sent and delivered as needed.

1 Apply for subscription key

Go to the FintechOS Services Portal and apply for a subscription key for the FintechOS Omnichannel Communication Automation processor. You need the subscription key to configure the automation processor, which is editing the FTOSEmailGateway channel provider so that it uses this processor.

2 Edit the FTOSEmailGateway channel provider

To configure the Automation Blocks you need to edit the FTOSEmailGateway channel provider:

1. Log into the FintechOS Studio. From the menu, click Admin > Omnichannel Communication Automation > Channel Providers.
2. Double click the 'FTOSEmailGateway' record.

   

3. Fill in the following mandatory fields:

   

   Field	Data type	Description
   Communication Channel	Option set	Select email from the option set. For details, see View Channel Configurations.
   Name	Text	The FTOSEmailGateway name is filled in.
   Provider Name	Text	Insert the name of the provider.
   Service Url	Text	The URL provided by FintechOS
   App user	Text	It is the user credentials given by the provider.
   App Password	Text	It is the password given by the provider.
   App Key	Text	The subscription key provided by the FintechOS Services Portal for the FintechOS Omnichannel Communication Automation processor.
   appConfig	Text	The configuration file.
   From Address	Text	The email address from which the emails will be sent to customers. It is the email address displayed in the From field of the email sent to customers. IMPORTANT!   Please, be sure to consult FintechOS to create an email address with the name of the company.
   From Display Name	Text	The name that appears next to the sender's email address in the recipient's inbox.
   Bulk No	Whole Number	The number of emails that are processed in one step.
   Days Before Expire	Whole Number	How many days are left before the email expires.
   Interval Min	Text	It is the limit for sending messages. The job will send messages only in this time frame (HH:MM:SS) (UTC time).
   Interval Max	Text	It is the limit for sending messages. The job will send messages only in this time frame (HH:MM:SS) (UTC time).
   Retry Max Attempt	Whole number	The maximum number of times the server tries sending the message if the message status is 'Error'.
   Pool Time Retry	Text	The time interval the server waits until it attempts to send the message that has previously failed (message status is 'Error'). The format is HH:MM:SS (hours:minutes:seconds).
   Open Setting	Bool	Tracks the open email events.
   Click Setting	Bool	Tracks the clicked links within the email body events.

4. At the top-right corner of the page, click the Save and reload icon to save the changes.
5. The Channel Provider Statuses section displays the list of channel provider statuses. Failed requests return an error that contains: a response code, a message explaining the reason for the error and a link to any relevant documentation that might help you troubleshoot the problem.

   Double-click a status to edit it.

   

   The list of statuses and their codes is below. Please keep in mind that each email provider might have other codes, therefore if you're using an email provider different than SendGrid, the below list might not apply.

   Error Code	Error reason	Description
   200	OK	Your message is valid, but it is not queued to be delivered.
   202	ACCEPTED	Your message is both valid, and queued to be delivered.
   400	BAD REQUEST
   401	UNAUTHORIZED	You do not have authorization to make the request.
   403	FORBIDDEN
   404	NOT FOUND	The resource you tried to locate could not be found or does not exist.
   405	METHOD NOT ALLOWED
   413	PAYLOAD TOO LARGE	The JSON payload you have included in your request is too large.
   415	UNSUPPORTED MEDIA TYPE
   429	TOO MANY REQUESTS	The number of requests you have made exceeds the rate limitations.
   500	SERVER UNAVAILABLE	An error occurred on the server.
   503	SERVICE NOT AVAILABLE	The Email Gateway v3 Web API is not available.
   bounce	ERROR	The receiving server could not accept the message.
   delivered	OK	The email was sent successfully delivered to the recipient.
   dropped	ERROR	athe email will not be sent.