Files
payloadcms/docs/email/overview.mdx
Dan Ribbens b9dec2f714 Chore/next poc merge main (#5204)
* wip moves payload, user and data into partial req

* chore: adjust req type

* chore(next): installs sass and resolves type errors

* feat: working login route/view

* fix: me route

* chore(next): scaffolds access routes (#4562)

* chore(next): scaffolds admin layout and dashboard view (#4566)

* chore(next): builds initPage utility (#4589)

* feat(3.0): next route handlers (#4590)

* chore: removes old files

* chore(next): ssr list view (#4594)

* chore: removes old files

* chore: adjusts graphql file imports to align with new operation exports

* chore: allows for custom endpoints

* chore: cleanup

* chore(next): ssr edit view (#4614)

* chore(ui): ssr main nav (#4619)

* chore(next): ssr account view (#4620)

* chore(next): ssr auth views and document create (#4631)

* chore(next): ssr globals view (#4640)

* chore(next): scaffolds document layout (#4644)

* chore(next): ssr versions view (#4645)

* chore(next): ssr field conditions (#4675)

* chore(next): ssr field validations (#4700)

* chore(next): moves dashboard view into next dir

* chore(next): moves account view into next dir

* chore(next): moves global edit view into next dir

* chore(next): returns isolated configs and locale from initPage

* chore(next): ssr api view (#4721)

* feat: adds i18n functionality within Rest API, Local and Client contexts (#4749)

* chore: separate client translation groups with empty line

* chore: add missing translation used in db adapters

* chore: simplify next/routes export and import paths

* chore: renames PayloadT to Payload

* chore(next): custom views (#4748)

* chore: fix translation tsconfig

* chore: adjust other package ts-configs that rely on translations

* chore(next): installs @payloadcms/ui as direct dependency

* chore(next): progress to build

* chore(next): migrates types (#4792)

* fixes acccept-language detection

* chore(next): moves remaining components out from payload core (#4794)

* chore(deps): removes all unused dependencies from payload core (#4797)

* chore(next): achieves buildable state (#4803)

* adds Translation component and removes more react-i18next

* fixes up remaining translation strings

* fixes a few i18n TODO's

* chore: remaining translation strings without colons

* chore: adds missing ja translations

* chore(next): ssr group field (#4830)

* chore: removes placeholder t function

* chore: removes old file

* chore(bundler-webpack): removes webpack bundler

* chore(bundler-vite): removes vite bundler

* chore(next): ssr tabs field (#4863)

* chore(next): ssr row field

* chore(next): ssr textarea field

* chore(next): wires server action into document edit view (#4873)

* chore(next): conditional logic (#4880)

* chore(next): ssr radio, point, code, json, ui, and hidden fields (#4891)

* chore(next): ssr collapsible field (#4894)

* chore: remove findByID from req

* chore: adjusts file property on request type

* comment clarification

* chore: wires up busboy with Requst readstream

* chore: ports over express-fileupload into a NextJS compatible format

* chore: adjust upload file structure

* chore: adds try/catch around routes, corrects a few route responses

* chore: renames file/function

* chore: improve req type safety in local operations, misc req.files replacements

* chore: misc type and fn export changes

* chore: ensures root routes take pass unmodified request to root routes

* chore: improve types

* chore: consolidates locale api req initialization (#4922)

* chore(next): overhauls field rendering strategy (#4924)

* chore(next): ssr array field (#4937)

* chore(next): ssr blocks field (#4942)

* chore(next): ssr upload field and document drawer (#4957)

* chore(next): wires form submissions (#4982)

* chore: api handler adjustments

* feat: adds graphql playground handler

* adds credentials include setting to playground

* remove old playground init, stub graphql handler location

* fix: allow for null fallbackLocale

* fix: correctly prioritize locales passed as null

* chore: move all graphql code into next package

* graphql changes

* chore: semi working version of graphql http layer

* gql fix attempts

* rm console log

* chore: partial gql changes

* chore: adds gql and gql-http back into payload

* chore: removes collection from req

* chore: separates graphql package out for schema generation

* chore: dep cleanup

* chore: move graphql handlers

* chore: removes unused deps

* chore(next): ssr list view (#5032)

* chore: refactor response handler order for custom endpoints

* chore: add back in condition for collection GET path with 2 slugs

* chore: rm optional chain

* chore: import sort route file

* chore: allows custom endpoints to attempt before erroring

* feat: adds memoization to translation functions (#5036)

* chore: fix APIError import

* chore: return attemptCustomEndpointBeforeError responses

* chore(next): properly instantiates table columns

* fix(next): attaches params to req and properly assigns prefs key (#5042)

* chore: reorganize next route order

* chore(next): adds RouteError handler to next routes

* chore: builds payload successfully

* chore: misc file omissions

* fix(ui): maintains proper column order

* fix(ui): ensures first cell is a link

* fix(next): properly copies url object in createPayloadRequest (#5064)

* fix(ui): bumps react-toastify to v10.0.4 to fix hydration warnings

* feat: add route for static file GET requests (#5065)

* chore(next): allows resolved config promise to be thread through initPage (#5071)

* chore(ui): conditionally renders field label from props

* feat(next): next install script

* chore: pass config to route handlers

* feat: initial test suite framework (#4929)

* chore(next): renderable account, api, and create first user views (#5084)

* fix(next): properly parses search params in find, update, and delete handlers (#5088)

* chore(next): ssr versions view (#5085)

* chore: adds homepage for scss testing

* chore: moves dev folder to top, establishes new test pattern

* chore: working turbopack

* chore: sets up working dynamic payload-config imports

* remove unused code

* chore: rm console log

* misc

* feat: correctly subs out ability to boot REST API within same process

* chore: WIP dev suites

* chore: removes need for REST_API folder in test dir

* removes duplicate bootAdminPanel fn

* misc

* specify default export

* chore: sets up jest to work with next/jest

* chore: progress to mongodb and sharp builds

* chore: passing community tests

* chore: sorta workin

* chore: adjust payload-config import

* chore: adds rest client for Next handlers

* chore: removes test garb

* chore: restores payload-config tsconfig path temporarily

* chore: establishes pattern for memory db during tests

* chore: bumps mongoose to 7

* chore(next): 404s on nested create urls

* chore: functional _community e2e

* chore: increases e2e expect timeout

* fix(next): sanitizes locale toString from client config

* chore: type fixes

* chore: pulls mongodb from main

* chore: uses graphql to log user in

* feat: passing auth test suite

* chore(ui): threads params through context and conditionally renders document tabs (#5094)

* feat(ui): adds params context (#5095)

* chore: removes unecessary memory allocation for urlPropertiesObject object

* chore: passing graphql test suite

* chore: removes references to bson

* chore: re-enables mongodb memory server for auth test suite

* chore: replace bson with bson-objectid

* feat: passing collections-rest int suite

* chore: fixes bad imports

* chore: more passing int suites

* feat: passing globals int tests

* feat: passing hooks int test suite

* chore: remove last express file

* chore: start live-preview int test migration

* chore: passing localization int tests

* passing relationships int tests

* chore: partial passing upload int tests

* chore: fixes scss imports

* chore(ui): renders document info provider at root (#5106)

* chore: adds schema path to useFieldPath provider, more passing tests

* chore: begins work to optimize translation imports

* chore: add translations to ui ts-config references

* chore: add exports folder to package json exports

* chore: adds readme how-to-use instructions

* chore: attempts refactor of translation imports

* chore: adds authentication:account translation key to server keys

* chore: finishes translation optimization

* chore: ignores warnings from mongodb

* chore(ui): renders live document title (#5115)

* chore(ui): ssr document tabs (#5116)

* chore: handles redirecting from login

* chore: handle redirect with no searchParams

* chore: handle missing segments

* chore(next): migrates server action into standalone api endpoint (#5122)

* chore: adjust dashboard colection segments

* test: update e2e suites

* fix(ui): prevents unnecessary calls to form state

* chore: fix finding global config fields from schema path

* fix(next): executes root POST endpoints

* chore(ui): ignores values returned by form state polling

* chore: scaffolds ssr rte

* chore: renders client leaves

* chore: server-side rendered rich text elements

* chore: defines ClientFunction pattern

* chore(ui): migrates relationship field

* chore: adds translations, cleans up slate

* chore: functional slate link

* chore: slate upload ssr

* chore: relationship slate ssr

* chore: remaining slate ssr

* chore: fixes circular workspace dep

* chore: correct broken int test import paths

* chore: remove media files from root

* chore: server renders custom edit view

* fix(ui): resolves infinite loading in versions view

* fix(next): resolves global edit view lookup

* chore: payload builds

* chore: delete unused files

* chore: removes local property from payload

* chore: adds mongodb as dev dep in db-mongodb package

* chore: hide deprecation warnings for tempfile and jest-environment-jsdom

* chore: remove all translations from translations dist

* chore: clean ts-config files

* chore: simple type fixes

* chore(ui): server renders custom list view

* chore: fix next config payload-config alias

* chore: adds turbo alias paths

* chore: adjusts translation generation

* chore: improve auth function

* chore: eslint config for packages/ui

* chore(ui): exports FormState

* chore(next): migrates account view to latest patterns

* chore: disable barbie mode

* chore(ui): lints

* chore(next): lints

* chore: for alexical

* chore: custom handler type signature adjustment

* fix: non-boolean condition result causes infinite looping (#4579)

* chore(richtext-lexical): upgrade lexical from v0.12.5 to v0.12.6 (#4732)

* chore(richtext-lexical): upgrade all lexical packages from 0.12.5 to 0.12.6

* fix(richtext-lexical): fix TypeScript errors

* fix indenting

* feat(richtext-lexical): Blocks: generate type definitions for blocks fields (#4529)

* feat(richtext-lexical)!: Update lexical from 0.12.6 to 0.13.1, port over all useful changes from playground (#5066)

* feat(richtext-lexical): Update lexical from 0.12.6 to 0.13.1, port over all useful changes from playground

* chore: upgrade lexical version used in monorepo

* chore: remove the 3

* chore: upgrade nodemon versions (#5059)

* feat: add more options to addFieldStatePromise so that it can be used for field flattening (#4799)

* feat(plugin-seo)!: remove support for payload <2.7.0 (#4765)

* chore(plugin-seo): remove test script from package.json (#4762)

* chore: upgrade @types/nodemailer from v6.4.8 to v6.4.14 (#4733)

* chore: revert auth and initPage changes

* chore(next): moves edit and list views (#5170)

* fix: "The punycode module is deprecated" warning by updating nodemailer

* chore: adjust translations tsconfig paths in root

* chore: fix merge build

---------

Co-authored-by: Jarrod Flesch <jarrodmflesch@gmail.com>
Co-authored-by: Jacob Fletcher <jacobsfletch@gmail.com>
Co-authored-by: Jarrod Flesch <30633324+JarrodMFlesch@users.noreply.github.com>
Co-authored-by: Elliot DeNolf <denolfe@gmail.com>
Co-authored-by: James <james@trbl.design>
Co-authored-by: Alessio Gravili <alessio@gravili.de>
Co-authored-by: Alessio Gravili <70709113+AlessioGr@users.noreply.github.com>
2024-02-28 13:44:17 -05:00

168 lines
7.8 KiB
Plaintext

---
title: Email Functionality
label: Overview
order: 10
desc: Payload uses NodeMailer to allow you to send emails smoothly from your app. Set up email functions such as password resets, order confirmations and more.
keywords: email, overview, config, configuration, documentation, Content Management System, cms, headless, javascript, node, react, express
---
### Introduction
Payload comes ready to send your application's email. Whether you simply need built-in password reset
email to work or you want customers to get an order confirmation email, you're almost there. Payload makes use of
[NodeMailer](https://nodemailer.com) for email and won't get in your way for those already familiar.
For email to send from your Payload server, some configuration is required. The settings you provide will be set
in the `email` property object of your payload init call. Payload will make use of the transport that you have configured for it for things like reset password or verifying new user accounts and email send methods are available to you as well on your payload instance.
### Configuration
**Three ways to set it up**
1. **Default**: When email is not needed, a mock email handler will be created and used when nothing is provided. This is ideal for development environments and can be changed later when ready to [go to production](/docs/production/deployment).
1. **Recommended**: Set the `transportOptions` and Payload will do the set up for you.
1. **Advanced**: The `transport` object can be assigned a nodemailer transport object set up in your server scripts and given for Payload to use.
The following options are configurable in the `email` property object as part of the options object when calling payload.init().
| Option | Description |
| ------------------------ | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **`fromName`** \* | The name part of the From field that will be seen on the delivered email |
| **`fromAddress`** \* | The email address part of the From field that will be used when delivering email |
| **`transport`** | The NodeMailer transport object for when you want to do it yourself, not needed when transportOptions is set |
| **`transportOptions`** | An object that configures the transporter that Payload will create. For all the available options see the [NodeMailer documentation](https://nodemailer.com) or see the examples below |
| **`logMockCredentials`** | If set to true and no transport/transportOptions, ethereal credentials will be logged to console on startup |
_\* An asterisk denotes that a property is required._
### Use SMTP
Simple Mail Transfer Protocol (SMTP) options can be passed in using the `transportOptions` object on the `email` options. See the [NodeMailer SMTP documentation](https://nodemailer.com/smtp/) for more information, including details on when `secure` should and should not be set to `true`.
**Example email options using SMTP:**
```ts
payload.init({
email: {
transportOptions: {
host: process.env.SMTP_HOST,
auth: {
user: process.env.SMTP_USER,
pass: process.env.SMTP_PASS,
},
port: Number(process.env.SMTP_HOST),
secure: Number(process.env.SMTP_PORT) === 465, // true for port 465, false (the default) for 587 and others
requireTLS: true,
},
fromName: 'hello',
fromAddress: 'hello@example.com',
},
// ...
})
```
<Banner type="warning">
It is best practice to avoid saving credentials or API keys directly in your code, use
[environment variables](/docs/configuration/overview#using-environment-variables-in-your-config).
</Banner>
### Use an email service
Many third party mail providers are available and offer benefits beyond basic SMTP. As an example, your payload init could look like this if you wanted to use SendGrid.com, though the same approach would work for any other [NodeMailer transports](https://nodemailer.com/transports/) shown here or provided by another third party.
```ts
import payload from 'payload'
import nodemailerSendgrid from 'nodemailer-sendgrid'
const sendGridAPIKey = process.env.SENDGRID_API_KEY
payload.init({
...(sendGridAPIKey
? {
email: {
transportOptions: nodemailerSendgrid({
apiKey: sendGridAPIKey,
}),
fromName: 'Admin',
fromAddress: 'admin@example.com',
},
}
: {}),
})
```
### Use a custom NodeMailer transport
To take full control of the mail transport you may wish to use `nodemailer.createTransport()` on your server and provide it to Payload init.
```ts
import payload from 'payload'
import nodemailer from 'nodemailer'
const payload = require('payload')
const nodemailer = require('nodemailer')
const transport = await nodemailer.createTransport({
host: process.env.SMTP_HOST,
port: 587,
auth: {
user: process.env.SMTP_USER,
pass: process.env.SMTP_PASS,
},
})
payload.init({
email: {
fromName: 'Admin',
fromAddress: 'admin@example.com',
transport,
},
// ...
})
```
### Sending Mail
With a working transport you can call it anywhere you have access to payload by calling `payload.sendEmail(message)`. The `message` will contain the `to`, `subject` and `email` or `text` for the email being sent. To see all available message configuration options see [NodeMailer](https://nodemailer.com/message).
### Mock transport
By default, Payload uses a mock implementation that only sends mail to the [ethereal](https://ethereal.email) capture service that will never reach a user's inbox. While in development you may wish to make use of the captured messages which is why the payload output during server output helpfully logs this out on the server console.
To see ethereal credentials, add `logMockCredentials: true` to the email options. This will cause them to be logged to console on startup.
```ts
payload.init({
email: {
fromName: 'Admin',
fromAddress: 'admin@example.com',
logMockCredentials: true, // Optional
},
// ...
})
```
**Console output when starting payload with a mock email instance and logMockCredentials: true**
```
[06:37:21] INFO (payload): Starting Payload...
[06:37:22] INFO (payload): Payload Demo Initialized
[06:37:22] INFO (payload): listening on 3000...
[06:37:22] INFO (payload): Connected to MongoDB server successfully!
[06:37:23] INFO (payload): E-mail configured with mock configuration
[06:37:23] INFO (payload): Log into mock email provider at https://ethereal.email
[06:37:23] INFO (payload): Mock email account username: hhav5jw7doo4euev@ethereal.email
[06:37:23] INFO (payload): Mock email account password: VNdGcvDZeyEhtuPBqf
```
The mock email handler is used when payload is started with neither `transport` or `transportOptions` to know how to deliver email.
<Banner type="warning">
The randomly generated email account username and password will be different each time the Payload
server starts.
</Banner>
### Using multiple mail providers
Payload supports the use of a single transporter of email, but there is nothing stopping you from having more. Consider a use case where sending bulk email is handled differently than transactional email and could be done using a [hook](/docs/hooks/overview).