iPoint Web Services are a number of functions we run out of our data center to relieve the load on your internal server. Many of these services are email related and housing them on our web server relieves you from needing to setup and maintain a web server to communicate with your customers.

Web Services Successful TestWeb Services Successful Test


This is the testing tab for iPoint Web Services. Click the Test button on the Testing tab to ensure that the connection between our servers is running appropriately. A successful test will display your company name and location as well as the name of the currently logged in user. A failed test will display an error. Give this information to the iPoint support staff to aid in troubleshooting the problem.

The Troubleshooting tab will provide help in fixing the Web Services connection.

Important Note: If this test does not work, neither will any of the test on the other tabs here. All of our web-enabled features, including Marketing/WO Notices, E-Signatures, and Credit Card Processing depend on the basic connectivity tested on this screen.

Marketing & WO Notices

Marketing SettingsMarketing Settings

These settings instruct iPoint how to send email to your customers utilizing your email service provider. Generally speaking, what you enter here is the same as what you’d enter if you were setting up an Email client like Outlook or Apple Mail. Check with your IT Administrator, ISP, or Domain Registrar if you need help finding that info.

Send Email From specifies the “From” address for all Campaign emails.

Outgoing Mail (SMTP) Settings are the same settings you would use to set up an E-Mail client such as Outlook or Apple Mail. iPoint will use these settings to send your messages.

Schedule Settings allow you to specify when to start sending automated messages (Start Time), when to stop (End Time), how often to send in between (Send Frequency), and how many to send each time (Send Quantity). This is so you can plan your Campaigns to stay under your mail service’s limits. (G-Suite Sending Limits)


This tab allows you to verify the settings made on the Setup tab. Enter a valid email address to have iPoint send an email test. For best results use an email address you have current access to so you can verify the email was received.


If you are having problems sending an email, this tab will provide tips and tricks on how to resolve the issues.


We’ll keep track of the various tests run on the system, including the date, email address, and result. The exclamation point button may provide additional details regarding the test. This information may be helpful when speaking with an iPoint support team member.

E-Sig/Payment Messages

This tab deals with signature and credit card payment emails. Again we have a Test tab where you can check to see if the system is working, Troubleshooting with tips and tricks on fixing failed messages, and *Log*where you will find the results of the tests.


This tab details a number of different email related tests and schedules.

Last modified: 24 Jul 2020

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