An example email configuration with ERPNext

ERPNext
,
1

Mail service used: Mailgun
Steps on mailgun

  • Create a free account. The free account is adequate for testing purposes.
  • Follow through the validations mailgun requires, including needing a phone number for verification where a one time password (OTP) can be received
  • I used the default domain set up by mailgun. I did not make any changes to the default domain
  • Once you log into mailgun
    • navigate to the Dashboard (Mailgun by Sinch)
    • scroll to the bottom where you see the Sending domains. You will likely see something like sandbox12f442c38bcf12d7a876364c5a2cc321.mailgun.org
    • click on the link
  • In the overview page
    • click Select in the SMTP panel
    • scroll down and make note of all the information under “How to send with SMTP”

Verify an email under the default domain created by mailgun

  • Continuing from above, scroll further down to “Authorized Recipients”
  • Enter an email of your choice. i chose a yopmail (throwaway account) and entered abcd1234lmno@yopmail.com. You can enter any random string before @yopmail.com
  • click “Save Recipient”
  • Visit Yopmail (or the inbox for the email you entered)
  • Enter the email under the “Type the Email name of your choice” and click the arror
  • You will be taken to the Inbox.
  • Follow the instructions from Mailgun in the email to verify the email

Configuring outgoing email on ERPNext on the free 14 day trial version:

  • Log into your ERPNext cloud instance (such as https://example.frappe.cloud/)
  • On the awesome search bar (top right) type email account
  • Select “Email Account List”
  • Remove any Filters to list all email accounts (click the x next to Filters)
  • Click `“+ Add Email Account”
    • Email address - enter the Username from the mailgun SMTP information
    • Leave Domain, Email Account Name and Service blank (the default)
    • under Authentication, leave Method as Basic (the default)
    • Password - enter the Default Password from the mailgun SMTP information
    • Leave other fields as is and come down to “Outgoing (SMTP) Settings”
    • Check “Enable Outgoing”
    • Next check “Default Outgoing”
    • Leave all other options as is and click Save at the top rigjt

**Testing sending an email (welcome email in this example) from the ERPNext instance"

  • Use a throwaway email account such as abcd1234lmno.yopmail.com
  • On the awesome search bar (top right) type user list
  • Select “User List”
  • click “+ Add User”
  • Click on “Edit Full Form”
  • Enter the Email that you verified with Mailgun (abcd1234lmno@yopmail.com in this example)
  • Enter a “First Name”
  • check “Send Welcome Email” if not checked
  • click Save at the top right
  • You should see an acknowledgement that the welcome email was sent

You can check the mail (yopmail or the email you verified) and make sure the welcome email was received

TL;DR
I am evaluating ERPNext and having ERPNext send welcome emails, and other email notifications is a requirement. These are the steps I took to test the workflow.
Please add your suggestions and tips and experiences with as much details as possible.