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Send e-mail via SMTP step

Learn how to use the send e-mail via SMTP function to send e-mails in your Betty Blocks application

Updated over a week ago

After reading this article, you'll know:

  • How to install the Send E-mail via SMTP block

  • How to configure the step

  • Some best practices with regard to sending an e-mail

Creating the action

To get started, create a simple page and drag an action button onto it.

Example of action button in the page builder

As you can see in the bottom left corner the action that gets generated is private, click on the pencil icon to edit the action. For testing purposes, make the action public, this way we can simply click the button to test out if our email function works.

Accessibility (private action) settings

With that out the way, we can start building our email function.

Getting started

Sending e-mails with Betty Blocks is done via your actions. There's no base mail function currently so the first thing that'll need to be done is installing the Send E-mail via SMTP block. Select your organization followed by the designated application you want the function to be installed onto.

Installation window of SMTP action step

After installing you can find the new function next to your other action functions in the external section.

SMTP action step in actions (functions) overview

When you drag the function in the action flow you'll see it requires quite a bit of configuration.

Send Email via SMTP configuration

Let's walk through the configurations together to get an idea of how this step works.

Configuring the email step

To configure the step, make sure you have the email settings of your company and/or organization with you. Contact a person who has this information to help you out, but if you don't have this information available to you then that's no problem. We can use a tool such as Ethereal Mail to create a fake SMTP service that'll do the job for us. Ethereal only works for a few hours so you have to reset the values once the inbox disappears.

Regardless, how do we configure the step? I'll use Ethereal in this example, after pressing the '+Create Ethereal Account' button these are the SMTP settings that were generated:

Example of SMTP settings

We'll use the above values to create a functioning SMTP step.

The first thing that's required is the set the hostname. This will be in our case. The port is 587, the username is, and the password is u9N3XvTzWtX8DSCh6b. These values allow us to connect to the fake SMTP server from Ethereal.

The next step is to check whether the connection is secure or not. If true the connection will use TLS when connecting to the server. If false (the default) then TLS is used if the server supports the STARTTLS extension. In most cases set this value to true if you are connecting to port 465. For port 587 or 25 keep it false, in this case, I'll keep it at false.

Now we'll need to fill in the sender's e-mail address, if you want to send e-mails from your name then use your own email but this could also be a different email address. I'll use for this example, and for the sender name value I'll use Jip.

Then the most important part, to whom are we sending an email? I'll use my colleague Vitalii for this example. So for the recipient, I'll use and for the recipient name value, I'll put in Vitalii.

Choose the subject of the mail, for example Welcome to the club. Now the most important part of an email, is the body template. This is your email. In the body template, you can write the email message, you can make this dynamic using the template variables. An email body is made using HTML.

Let's create an example, for the Welcome to the club mail I'd like to say hello to the user and let him know the status of his account. To do so we'll need to first create a variable in the action step. So save the step real quick and click on the variables tab.

Adding variable to an action step example

Create a webuser_record like the one shown above, I've set the filter to filter on Vitalii's account here (but you can make this dynamic as well using input variables from your pages, of course).

Head back to your template variables. We can now use the action variable we created to dynamically create our template variables as you can see here:

SMTP action step configuration in action builder

I'll use the first name, last name, and active property within the body template so create variables for those accordingly.

SMTP action step template variables

With these variables, we can now create our template. The template consists of some HTML code combined with the variables like so:

Hey {{first_name}} {{last_name}},<br><br>

Welcome to our club! Your account status is: {{active}}.<br><br>

With kind regards,<br>

The syntax for using template variables is using the name of the variables surrounded by curly brackets as seen above.

Finally, name the outcome of the step something like email_output this way you could use the outcome somewhere later in the flow.

Filled in SMTP action step configuration

Testing the action

Let's see if it works now, go back to the page and press the Play button in the top left of your application to compile the page. Click the Send email button and go to your mailbox, in this case, I'll navigate to my Ethereal mailbox by clicking on Messages.

If all went well you should see your mail pop up like this:

And when we open the email:

We see that it works flawlessly!

Best practices

A best practice when working with emails is making use of configurations. The reason why it's recommended to use configurations is pretty self-explanatory. Imagine what happens when we don't save the host, the port, the username, and the password values in our configurations? What happens is that if you have 10 different mail steps in your application, once one of the values changes you have to re-adjust them in all the 10 steps else your mail step will break.

By creating a configuration for these values and then using the configuration variables instead of manually filling it in per email step. Once a value changes, you simply adjust it in your configuration variable and voila, it'll automatically adjust the value for all your email steps!

Ideally, we'd create a configuration using the actual configurations of your application, however, this doesn't function properly yet. So we'll do the same but in a bit of a cheesy way, we'll be creating a model for this. Go to the model tab and create a new model called EmailConfiguration. Simply add the following properties:

You can also add the sender & sender email if you'd like.

Regardless, once this is done create a page with an update form in which you can define these configurations. Make sure to add an extra hidden input in which you set the record id. And create a filter on the update form where the id is equal to 1.

Filter applied to the SMTP action step configuration

Go to the action of the form. Obviously when no configurations have even been created using an update form won't work. Let's fix this by adding an expression that checks if there's a configuration available. If you don't have an expression step make sure to install it from the block store.

Adding expression step to the action flow

After configuring the expression step with the following expression: "{{ recordId }}" === "1" ? true : false, selecting the checkbox as output type, and naming it record_exists. We can go to the next part which determines if we need to update the record with a new value or create one from scratch.

Drag a conditional step in between the update step and expression step. After that select the record_exists variable. Now if this is true, update the record, this means that we need to drag the update step into the true flow. And if not create a new record for the EmailConfiguration model, drag a create step into the false flow and configure it like this:

Action flow example

To use this in your actions, simply create an email_confugration record on an action step like so:

Adding the variable to action flow

After adding this you can use the configuration in your email steps.

SMTP action step configuration

And that's that. If we now create a configuration for the first time it'll add it to the model. And if we update the configuration in the future it'll change in all the email steps in which we used the configuration.

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