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Boilerplate Template For Clients Email Configuration

Discussion in 'General Discussion' started by Adweb, Aug 11, 2016.

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  1. Adweb

    Adweb Registered

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    Greetings,

    Most of us are in the position where we have to set up email addresses for our clients. Once the email address is set up, the client needs to configure their email on their end using their email client (unless of course, they choose to use the webmail clients –Horde, Roundcube, Squirrel Mail) and the auto-configuration tools are great for that purpose.

    I was hoping that there might be a feature (perhaps I have overlooked it) that will allow me to send the client an email with the links to the auto-configuration and manual settings to another email address (their existing email for example- since they may be savvy enough to open webmail initially).

    I tried cutting and pasting the configuration screen into the body of an email, but I don't know if that is going to work or not.

    What do you all do to notify clients that their email is set up and ready to use and then instruct them on how to configure their email clients? Do you have a template you email to them that gives a tutorial on how to login to webmail and access the configuration link from the dropdown menu, or do you send them something that is more interactive like I outlined above?
     
  2. Adweb

    Adweb Registered

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    I tested the cut and paste solution for one of my new clients and they said that it worked for them. I just went in to their configuration page and copied the entire page and pasted it into an email to the client. I manually changed the password for them (I use a generic password) and included instructions on how to login to the webmail portal to change their generic password to something unique to them. Voila! Seems to work well.

    Still, I wish there was an automated way to add an a users alternate email and send it to them directly from cPanel without having to cut and paste and edit the password area. Is that something that could be done?

    Here is the page I am referring to that I cut and paste for the client

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    #2 Adweb, Aug 12, 2016
    Last edited by a moderator: Aug 12, 2016
  3. cPanelMichael

    cPanelMichael Forums Analyst
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