> For the complete documentation index, see [llms.txt](https://docs.neodove.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.neodove.com/admin-portal/campaigns/how-to-do-the-html-email-setup.md).

# How to do the HTML Email Setup

Lets discuss how to do the HTML Email Setup

The "**Send Email**" option from the engagement form is the same as setting up an **HTML Email**.

The "**Send Message**" option in the Customer Engagement Form allows users to send messages to customers through **three mediums**: WhatsApp, SMS, and email. However, the "**Send Email**" option only allows sending messages through a **centralized email account** that is set up from the admin portal.&#x20;

{% hint style="success" %}
This ensures that all messages sent by different users within a particular campaign where the "Send Email" setup is being done are **triggered** from the specified centralized email ID.
{% endhint %}

### Steps:

***

1. Log in to your **NeoDove account** ([ https://connect.neodove.com/](https://app.neodove.com/) )
2. Navigate to the **Settings option** located at the bottom-left corner of the screen on the **Dashboard**.

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FhbSPqZ0cFmpKuS7ueoMx%2FSettings%201.png?alt=media&amp;token=064dd8dc-7791-4b96-b06b-9c42220a6916" alt=""><figcaption></figcaption></figure>

3. A page will appear with **ten sections** out of which we need to click on the "**Preference**" option.

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2Fdy9BtPkGYTP2JyfRC3Xb%2FHTML.png?alt=media&amp;token=9e7158f7-85c2-48e0-acd5-1291e31a30ee" alt=""><figcaption></figcaption></figure>

4. Then we need to click on the "**Select an email provider**" option from the bottom of the screen. Post that we need to select the **email provider** first for the particular email id which we want to set it up as a **centralized email id** for the triggering of messages from all the users or agents added in the particular campaign.

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2Fvk7nzXvnBVwmXkPmIwGT%2FEmail.png?alt=media&amp;token=62ba3b81-8654-4a96-badf-52fb752043e0" alt=""><figcaption></figcaption></figure>

5. After selecting the email provider, we need to **put** the email id in the left hand side space and for the password we need to set it up **temporarily** from that particular email id only.

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FnxywUl55Vwdaq2uww4Hy%2FHTML%20Email.png?alt=media&amp;token=9652cba5-8fcb-4e54-b553-80646c4dd554" alt=""><figcaption></figcaption></figure>

6. Navigate to that **particular email id** which needs to be set as a centralized email for the triggering of messages for all the users added in the **particular campaign**.&#x20;

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2F38uGpraH83PlwEl2Fb43%2FEmail%20id.png?alt=media&amp;token=10023140-49ea-4d84-949e-1fc3ac096e66" alt=""><figcaption></figcaption></figure>

7. Post that, we need to click on the top right corner of the email and then need to click on the "**Manage your Google Account**" option.

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FdO49TNDHOFe7xz9aoEyt%2FGoogle%20Account.png?alt=media&amp;token=379d9d13-0ea2-47a1-a86a-be59aa9e1c7a" alt=""><figcaption></figcaption></figure>

8. A new window will appear, there we need to click on the "**Security**" option from the left hand side of the screen.

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2Fw1TvAXFSzRQraQxYUBca%2FSecurity.png?alt=media&amp;token=59816556-0c62-4d9e-901d-b32d8f71951b" alt=""><figcaption></figcaption></figure>

9. A new screen will appear where we need to scroll a bit down and need to switch on the **2-step verification** by clicking on that option.

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FwGQrJzUDNXxO83RYdnZp%2F2-Step.png?alt=media&amp;token=ba8982e2-2863-4d24-b2aa-29118069604d" alt=""><figcaption></figcaption></figure>

10. Then, we need to put our **actual password** for the particular email id and then need to click on the "**Next**" button to proceed further.

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2F1mTQaTMxvG999IXK3vUO%2FPassword.png?alt=media&amp;token=a17cdfaa-26e9-4c5a-a881-640c268d74d7" alt=""><figcaption></figcaption></figure>

11. After that again a new screen will appear where we need to scroll a bit down and then need to click on "**App Passwords**" option at the extreme bottom of the screen.

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FD0XtynRNszaXUZQYZ2d0%2FApp%20Passwords.png?alt=media&amp;token=ec951716-e351-4a1f-8648-b81b0a060c48" alt=""><figcaption></figcaption></figure>

12. Post that, we need to put the name of the **software** for which we are trying to generate the **App** **password** that is NeoDove and then need to click on the "**Create**" option.&#x20;

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2Ffy87tFzweODpSdvnsfi4%2FApp%20password.png?alt=media&amp;token=1e4ae1d6-e844-40f5-9a11-c0b388ee5dc0" alt=""><figcaption></figcaption></figure>

13. Once clicked on the "**Create**" option, a pop up will appear with a new temporary app password only for **NeoDove** specifically.

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FnSucpdny7JVEkUBUNCH3%2FNew%20Password.png?alt=media&amp;token=4c737eb6-fd17-49ed-97ca-de5e97a04c4a" alt=""><figcaption></figcaption></figure>

14. Then the new speciifc **App Password** for NeoDove to be **copied** from the Email section and need to be **pasted** in the Preference section under the **Settings Page** of NeoDove.

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FlJ4DnGTYz5cK1JgFyMl8%2FSave%20Changes.png?alt=media&amp;token=df63fb6e-3672-4f4a-a967-a573318dd19a" alt=""><figcaption></figcaption></figure>

15. After putting the password, then need to click on the "**Save Changes**" option from the top right corner of the screen to get the **centralized email id setup** done for the HTML Email setup or the Send Email setup from any of the **Engagement form** of any campaign.

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FAe3kGPcnwuujj3lmSCGz%2FSaved.png?alt=media&amp;token=5f4e647c-dabf-459f-8169-0e8fd0c0dc82" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
**Note:** After the HTML Email setup, we can do some **test and trial** from some specific users or agents device in order to trigger the message through the "**Send Email**" option to check whether the email is **getting triggered** to customers from that particular centralized email id or not whose **setup** has just been done.
{% endhint %}
