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Configuring Email in Remark Web Survey
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 In Remark Web Survey, emails can be used for three different functions: the built-in email client that is used to send web form invitations and reminders, submission notification emails that are sent every time a web form is completed by a respondent or session pause page reminders to resume a web form once it is started and stopped. You can use an SMTP server or a Sendmail server to send emails from Remark Web Survey. These two types of setup are simply different methods of sending email.

If your web server is configured to use a local Sendmail server, Remark Web Survey can utilize the Sendmail server for sending submission emails or for sending session pause page email reminders to respondents who have paused a form in progress.

Setting up and configuring email servers is independent of Remark Web Survey. Once you have determined the type of email method to use and verified your server is working, you can configure Remark Web Survey to use it.

To configure email:

1. Click the Application button, the globe in the upper left corner of the screen, and click Web Survey Options.

2. Under Server details, enter the Admin script URL and the Data script URL.

3. Click the Email Settings link below where the Data script URL was entered.

4. Enter the Admin email address.

5. Under the Web Server tab, select either Use SMTP (Simple Mail Transfer Protocol) method to transfer email messages or Use Sendmail method to transfer email messages.

6. If you are using the SMTP method, enter the SMTP server and the SMTP port.  The SMTP port is usually 25, but may vary with your email server.  Also, if necessary, enter your Username and Password.

7. If you are using the Sendmail method, enter the Server Path, (e.g., /usr/sbin/sendmail).

8. Click the Local Machine tab.  The Local Machine settings are used to set up email transfers that originate from the Remark Web Survey software, such as email invitations and reminders.  Sendmail is not available for Local Machine settings.

9. Enter the SMTP port and SMTP server.  The SMTP port is usually set to 25, but this may vary with your email server.

10. [Optional] To use a secure connection, mark the checkbox for Enable a secured (SSL) connection.  SSL encrypts the data as it is transmitted.  Your SMTP server must be configured to use SSL in order for this feature to work.

11. [Optional] If credentials are required, enter the Username and Password.  If these credentials are the same as current user, i.e. the person logged in when sending the emails from Remark Web Survey Designer component, check the box for Use the default credentials of the currently logged in user.

12. Select the Throttle rate.  The throttle rate adds a delay while sending emails.  The default setting is 500ms, meaning that one email will be sent every 500 milliseconds, or two emails are sent every second.  Throttling emails prevents the SMTP server from being overloaded when sending large numbers of emails.

13. Click the OK button to save the settings and return to the Web Survey Options window.

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