How to set up a customers email on their computer
Note: Before getting started, if the customer doesn't have any of these email applications, they can sign into their email account at https://mail.pagepilot.com/ as that is a direct sign-in to the email server.
If they are having email issues with the following email options below, please inform them that while someone works on fixing that issue, they can access their email still at the mail.pagepilot.com website.
Before doing the steps below, remote into the customers computer via deskroll.com
Outlook
This step is different for each customer, either they are trying to add a new account to their Outlook with no other accounts on it or they are adding an account to Outlook with others on it.
For this example, I am showing if a user already exists in Outlook and they are adding another. If this is a brand new account overall setup, skip to Step 2.
When you are in the account, click the File button in the top left hand corner.
Next, click the Account Settings button.
In the drop down that appears, click the Account Settings button.
In the Account Settings box, click the New button.
Put in the email address you want to add, and click Advanced Options and check off the box that says Let me set up my account manually.
Choose IMAP for the email type.
Input the following settings for Incoming and Outgoing Mail:
Incoming
Server: mail.pagepilot.com
Port: 993 for security, 143 for no security
Security: SSL if port is 993, None/Auto if port is 143.
Leave Require logon using Secure Password Authentication unchecked.
Outgoing
Server: mail.pagepilot.com
Port: 587
Security: None/Auto.
Leave Require logon using Secure Password Authentication unchecked.
Input the password for the account and hit connect.
Now that the email account has been added, test to make sure the customer is able to send and receive emails.
If the customer called about having email issues and not receiving any, after doing these steps they might see their emails come in, leaning towards the problem being solved.
To be sure everything is good though, send a new email in the customers account to help@pagepilot.com with a Test in the subject line and body and hit send.
Alert whoever is in charge of handing out tickets that a ticket called Test might be coming in and assign it to you.
When the Test email comes in, respond to the email saying Test back.
Look for the email to appear in the customers inbox.
If the email appears, great! You just set up email in a customers Outlook!
If the email doesn't send to you or pop up in their inbox, then further investigation is needed.
Thunderbird
This step is different for each customer, either they are trying to add a new account to their Thunderbird with no other accounts on it or they are adding an account to Thunderbird with others on it.
For this example, I am showing if a user already exists in Thunderbird and they are adding another. If this is a brand new account overall setup, skip to Step 2.
When you are in the account, click the gear icon in the bottom left hand corner.
Next, click the Account Actions button.
In the drop down that appears, click the Add Mail Account option.
In the Mail Account page, put in the customers name, email address, and password. Then click Configure Manually.
Input the following settings for Incoming and SMTP Mail:
Incoming
Protocol: IMAP
Server: mail.pagepilot.com
Port: 993 for security, 143 for no security
Security: SSL if port is 993, None/Auto if port is 143.
Authentication: Autodetect
Outgoing
Server: mail.pagepilot.com
Port: 587
Security: None/Auto.
Authentication: Autodetect
Click OK when this box appears.
Now that the email account has been added, test to make sure the customer is able to send and receive emails.
If the customer called about having email issues and not receiving any, after doing these steps they might see their emails come in, leaning towards the problem being solved.
To be sure everything is good though, send a new email in the customers account to help@pagepilot.com with a Test in the subject line and body and hit send.
Alert whoever is in charge of handing out tickets that a ticket called Test might be coming in and assign it to you.
When the Test email comes in, respond to the email saying Test back.
Look for the email to appear in the customers inbox.
If the email appears, great! You just set up email in a customers Thunderbird!
If the email doesn't send to you or pop up in their inbox, then further investigation is needed.
After signing into Gmail, click the Gear icon in the top right hand corner of the screen
In the drop down, click See All Settings.
Click Accounts and Import at the top of the screen.
Scroll down to Send mail as and click Add another email address.
Put in the customers name and their email address in the field.
Leave Treat as an alias NOT checked off.
Click Next Step.
Put the SMTP servier as mail.pagepilot.com
Put the port number as 587.
The username is the email address for the customer.
Put in the password for the account.
Check off Secured connection using TLS.
Once this is complete, make this the default email account so the all emails are sent from the account that was just added and not the gmail account.
Back in the Accounts and Import settings, scroll down to Check mail from other accounts
Click Add a mail account.
Put in the email address you are wanting to add to Gmail.
Pick Import emails from my other account (POP3).
Click Next.
Put the email address as the username.
Put the password in.
For the POP server, put in mail.pagepilot.com.
For the port, put 110.
Check off Leave a copy of retrieved message on the server.
Click Add Account.