Managing email settings

During the course of order placement, checkout, shipping, and processing, several events can trigger communication with your customers. With NewStore, you can configure two kinds of communication to be sent:

• Documents refer to customer communication that can be printed and emailed during checkout.

• Notifications are alerts that can be sent to customers via email notifications. For example, a notification can be sent to the customer when an order is canceled.

These documents and notifications are generated from templates. To learn how to customize them, See Customizing templates.

Email Settings

This feature is in early access. To enable the settings page, contact NewStore Support.

Permission required

This action can be performed by users with the Manage Email Settings permission. Ensure the Settings page is already enabled.

Your can define the email settings for your business via NewStore Omnichannel Manager, to start sending emails. Two ways of authentication are available;

• Basic authentication for providers such as Mailgun, legacy SMTP servers,

• Microsoft Oauth via EntraID

Enable email service

To enable email service, go to Omnichannel Manager > Settings > System Settings. Tap on Enabled to enable the email service.

If you are currently using the email service, you will find it already Enabled.

Select the authentication method

Depending on your provider, select the authentication method

1. Basic if you are using a legacy SMTP server, Mailgun, Gmail, Sendgrid.

2. Microsoft if you are using Microsoft. For Microsoft authentication method, additional guidelines are shown in the System Settings page.

Authentication method - Basic

You can add the email credentials for your business.

1. SMTP password - The password for the SMTP user.

2. Name - The name of the sender that appears in the sent messages

3. Address - The address of the sender that appears in the sent messages

4. SMTP host  - The address of the SMTP host

5. SMTP port  - The SMTP port number

6. SMTP user The username required to access the SMTP server

Authentication method -Microsoft

Early Access

This feature is released as Early Access on March 12th, 2026.

Before you connect to Microsoft, to send emails, your email server (Microsoft Exchange Online) must be configured for SMTP authentication. Learn more in the article "Enable or disable authenticated client SMTP submission (SMTP AUTH) in Exchange Online". You should also register service principals in exchange.

After configuring, you can add the email credentials for your business.

1. Name - The name of the sender that appears in the sent messages

2. Address - The address of the sender that appears in the sent messages

3. SMTP host  - The address of the SMTP host

4. SMTP port  - The SMTP port number

5. SMTP user - The username required to access the SMTP server

The first time you set up the Microsoft authentication method,

1. Click the button Connect to Microsoft > tap Connect to Microsoft.This will take you to Microsoft Admin Consent page.

2. Click Accept on Microsoft page and it will redirect to NewStore Omnichannel Manager.

   The Microsoft Entra Tenant ID will be automatically assigned and shown in the System Settings page in Omnichannel Manager. To authenticate with another entra tenant ID click Reauthenticate.

Reauthenticate

This allows you to authenticate with another Entra Tenant, if you need to change it.

To change the Entra Tenant ID,

1. Tap Reauthenticate. This will take you to Microsoft Admin Consent page.

2. Click Accept on Microsoft page and it will redirect to NewStore Omnichannel Manager.

   The Microsoft Entra Tenant ID will be automatically assigned and shown in the System Settings page in Omnichannel Manager.

Send test email

Test the configuration using the Send Test Email option.

1. Click Send Test Email , then enter the email address that should receive the message.

2. Verify that the test email is received.

   1. If the email is received successfully, click Save and confirm the action in the dialog. The configuration is then validated and saved.

   2. If the email is not received or an error occurs, click Cancel. The previous authentication configuration remains unchanged, and the password is not overwritten.

Email templates

The email template supports customization of the subject and body, including the addition of images, a logo, and external links to websites. For more information, see Create/Manage templates.

Note

When designing HTML templates for email notifications, follow best practices to ensure accurate rendering.

How communication is triggered

The events that can trigger communication to your customers, and the channel through which notifications are sent can also be configured. For help with this configuration, see the Create order method and the guide on Configuring documents for print in a store or warehouse.

The jinja (*.j2) files are templates that can be customized or updated to generate related notifications digitally or via printed documents.

For example, for emails to be sent to the customer for a successful refund, use or update the following templates:

• refund_note

• refund_note_email

• refund_note_subject

For more information on updating templates via NewStore Omnichannel Manager for customer communication,  see Managing templates. You can also programmatically update templates  via an API.