SMTP Journaling Connections

Last updated 1 year ago

If you'd like to set up SMTP Journaling for SMS with Greenboard but don’t see your platform listed in our support articles, follow the steps below. We can typically configure a secure SMTP journaling method to capture your communications, just make sure to coordinate with us first so we can provision your connection properly.

Step 1: Contact Greenboard Support

Before setting up anything in your system, email support@greenboard.com to let us know you’d like to initiate an SMTP journaling connection.

Please include:

• The full name of the platform or provider you’re connecting
• Your full organization name

We’ll respond with your organization’s unique journaling address, customized for your platform.

For example, a MyRepChat integration may use a format like:

companyname_myrepchat@greenboard.com

This helps ensure that we can correctly ingest and organize the data you send.

Step 2: Configure Journaling or Archiving in Your Platform

Once you’ve received your custom Greenboard email address, access the administrator settings in your SMS platform. Look for a section typically labeled:

• Journaling
• Archiving
• Message Forwarding
• SMTP Connector / Outbound Connector

Step 3: Use the Greenboard-Provided Email Address

When prompted for a destination or recipient address, enter the email address you received from Greenboard support.

Destination Email Address: [Your unique Greenboard archiving address]
Note: Leave all other fields blank unless required. Avoid using generic addresses - messages must be routed to the exact address we provide so we can match the platform and apply proper formatting.

Step 4: Activate or Enable the Connection

Enable the journaling or SMTP connection in your platform. This may be labeled:

• Enable Journaling
• Turn On Archiving
• Activate Connector
• Save Settings

Once this is turned on, your system should begin forwarding communications to Greenboard.

Step 5: Notify Greenboard for Final Configuration

After your connection is active, email support@greenboard.com again to confirm it's been enabled.

Please include:

• The email address you used for journaling
• The platform name
• Approximate time activation occurred

We’ll validate incoming messages and confirm successful ingestion.

Step 6: Confirmation and Archiving Timeline

Once we’ve confirmed setup, messages should begin flowing into your Greenboard archive within 24–48 hours.
If we notice any header mismatches, format issues, or missing information, our team will follow up to make adjustments.