TOLOGIX - ISLG App Rebuild

Problem with forms on ISLG Marketing site

Assigned to
Savannah Mitchell, Project Manager at Industrial Savannah M.
Notes
Further to the video below, it appears that the following forms from the ISLG marketing site are not working:

https://new.investorstatelawguide.com/contact-us/
https://new.investorstatelawguide.com/enhance-your-profile/

The user is able to submit the form, but we never receive a notification that a form submission has been made. According to the requirements, we should be receiving an automated email that with details on what was submitted in the form. Could you please investigate and get this resolved as a high priority.

Thanks,

Morgan


Comments & Events

Morgan Maguire, CEO
Hi Savannah Mitchell, Project Manager at Industrial Savannah ,

Following up on above, could you let me know when this can be fixed?

Thanks,

Morgan 
Savannah Mitchell, Project Manager at Industrial
Hi Morgan Maguire, CEO Morgan

I am just waiting for a developer to confirm, but after testing, I am pretty sure you're not receiving email notifications because Sendgrid (or an equivalent SMTP) has not been installed on the website. 

Can you confirm two things: 
1. Which email should receive the email notification?
2. Were either of these forms ever working properly? (ie did admins ever receive an email notification?)

Savannah
Morgan Maguire, CEO
OK. Sounds good, Savannah Mitchell, Project Manager at Industrial Savannah . Yes, I'm quite certain we tested this at some point and confirmed that these forms were working before we launched the new version of ISLG. 

I can't recall the exact requirements on the email flow, but it would make sense to have the emails to be sent to info@investorstatelawguide.com.

Thanks,

Morgan
Savannah Mitchell, Project Manager at Industrial
Hi Morgan Maguire, CEO Morgan ,

I've confirmed with our developer that setting up an SMTP should resolve this issue.

You’ll just need to set up an account here: https://signup.sendgrid.com/

Once you’ve created an account, you can send us your Sendgrid username and the Sendgrid APIKey and we can add that to your site to prevent any form submission issues from occurring and emails from ending up either blocked or in junk. 

Here are some instructions for finding the API key: 
  1. From the left side menu, click on Settings, then on API Keys.
  2. Click the Create API Key button on the top-right of the page to create a new API key. A new screen will appear.
  3. Inside the API Key Name field, enter a name for your API key. Something like SURE site is a good option.
  4. In the API Key Permissions section, select Full Access 
  5. Click the Create & View button. You will be presented with your SendGrid API key.
& Here are some instructions to confirm the domain: https://sendgrid.com/docs/ui/account-and-settings/how-to-set-up-domain-authentication/

If you need help with any of the above, let me know. I believe Sendgrid requires two factor authentication to login, so there may need to be some coordination between us if you would like us to get the API key. 

Savannah
Morgan Maguire, CEO
Hi Martin Laporte, CTO at Tologix Martin ,

Further to Savannah Mitchell, Project Manager at Industrial Savannah 's instructions above, could you set this up?

Thanks,

Morgan 
Martin Laporte, CTO at Tologix
Hi Savannah Mitchell, Project Manager at Industrial Savannah ,

We already have our own SMTP server. Can I provide you with these details instead?

If regular SMTP server is ok, I will need the following details:
  • Confirmation that the email sends from our domain (new.investorstatelawguide.com)
  • What email "From" address will be sending the emails?

Thanks,
--Martin
Savannah Mitchell, Project Manager at Industrial
Hi Martin Laporte, CTO at Tologix Martin

What is the name of the SMTP server you are using? Will we need to install a plugin?
Martin Laporte, CTO at Tologix
Hi Savannah Mitchell, Project Manager at Industrial Savannah ,

We use our own SMTP server (tologix-com.mail.protection.outlook.com).
Typically, the developer would need to insert a few lines of code to send an email via SMTP. I am not sure if a plugin is needed in this specific instance.

That said, it's not an issue for me to create a Sendgrid account if it's more straight-forward for you and your team to hook to Sendgrid.

Thanks,
--Martin
Savannah Mitchell, Project Manager at Industrial
Hi Martin Laporte, CTO at Tologix Martin

From our perspective, creating a Sendgrid account would be the most straightforward. However, we could alternatively: 

- Do some research to see how we would use the above SMTP if you prefer not to have a plug in OR 

- Try to make our plugin work with your current SMTP 

Savannah
Martin Laporte, CTO at Tologix
Hi Savannah Mitchell, Project Manager at Industrial Savannah ,

Let's try the Sendgrid route then.

I have created an account and an API key.

Sendgrid username: mlaporte@tologix.com
Sendgrid API key: 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

I have also setup domain authentication:


Let me know if you need anything else.

Thanks,
--Martin
Martin Laporte, CTO at Tologix
Hi Savannah Mitchell, Project Manager at Industrial Savannah ,

Can you confirm you have everything you need at this time?
When can we expect the issue to be addressed?

Thanks,
--Martin

CC: Morgan Maguire, CEO Morgan  
Morgan Maguire, CEO
Hi Savannah Mitchell, Project Manager at Industrial Savannah ,

While you're doing this, could you please create an account for Martin Laporte, CTO at Tologix Martin on the CMS with admin permissions? I can't seem to do this with my account.

Thanks,

Morgan 
Savannah Mitchell, Project Manager at Industrial
Hi Martin Laporte, CTO at Tologix Martin

Are you able to provide a screenshot of the .msg with Carbon60? I can't open that file. 

Savannah
Martin Laporte, CTO at Tologix
Hi Savannah Mitchell, Project Manager at Industrial Savannah ,

Basically, I followed the instructions provided by Sendgrid, and sent the following request to Carbon60:


Carbon60 support then replied back with the confirmation that records were added to the DNS:
Martin Laporte, CTO at Tologix
Hi Savannah Mitchell, Project Manager at Industrial Savannah ,

What are the next steps? Do you need anything else from us?

Thanks,
--Martin
Savannah Mitchell, Project Manager at Industrial
Hi Martin Laporte, CTO at Tologix Martin ,

We have ran into a little bit of a snag. We are getting this error so we are assuming the email address is wrong.


Here is the link from the screenshot: https://sendgrid.com/docs/for-developers/sending-email/sender-identity/

Our developer setup everything using the API key that was sent to us.

The domain name used was: investorstatelawguide.com (from the screenshots we were sent that seemed to be the domain used for verification)

The email address used was the one provided: mlaporte@tologix.com (we are  assuming maybe another email was used?)

The API key we used: SG.49nAsHAdTJ6zlDcicEEtsw.4ZxcwCOgjus6ItI9Y1JhHmrW7A8yTONNtANOrS6GmmMI 

Can you take a look and confirm if we are using the incorrect information?
Martin Laporte, CTO at Tologix
Hi Savannah Mitchell, Project Manager at Industrial Savannah ,

Do you want me to also go through the Single Sender Verification process to validate mlaporte@tologix.com? I have only completed the Domain Authentication per the above instructions. I can confirm that the domain used by SendGrid is em958.investorstatelawguide.com.

Also, can you confirm that the address used will not be visible to users? If the address will be visible to users, then we will need to setup the account with a more generic email.

Thanks,
--Martin
Martin Laporte, CTO at Tologix
Hi Savannah Mitchell, Project Manager at Industrial Savannah ,

Following-up on the above issue.
Would it help if I were to talk to your dev team?

--Martin
Savannah Mitchell, Project Manager at Industrial
Hi Martin Laporte, CTO at Tologix Martin

Since the email address is something that people will see when they receive emails from the website, it would probably be best to create a generic email from investorstatelawguide.com. We are also thinking Sendgrid might not be working because it is not currently the same domain as the website, so hopefully this email would solve this issue as well.  
 
Martin Laporte, CTO at Tologix
Thanks, Savannah Mitchell, Project Manager at Industrial Savannah . I will work on changing to an investorstatelawguide.com email address and get back to you when it's done.
Martin Laporte, CTO at Tologix
Hi Morgan Maguire, CEO Morgan ,

Do we already have an *@investorstatelawguide.com email alias for that purpose?

If not, do you have a preference on the alias name? I can then work with Mike to set it up.

Thanks,
--Martin 
Morgan Maguire, CEO
Hi Martin Laporte, CTO at Tologix Martin ,

Yes, I believe all the form submissions through the marketing site are supposed to be sent to info@investorstatelawguide.com.

Thanks,

Morgan
Martin Laporte, CTO at Tologix
Hi Morgan Maguire, CEO Morgan ,

Do you know the login details in order to access the mailbox of info@investorstatelawguide.com?

I will need access to it in order to perform a "Single Sender Verification" on SendGrid.

Thanks,
--Martin
Morgan Maguire, CEO
Hi Martin Laporte, CTO at Tologix Martin ​,

No, I don't. Is that something Mike Jung could provide?

Morgan
Martin Laporte, CTO at Tologix
Hi Morgan Maguire, CEO Morgan ,

Yes, I'll talk to Mike.

Thanks,
-Martin
Morgan Maguire, CEO 👍
Savannah Mitchell, Project Manager at Industrial
Hey Martin Laporte, CTO at Tologix Martin

Happy to report Sendgrid is now working!
Martin Laporte, CTO at Tologix 👍
Martin Laporte, CTO at Tologix
Hi Savannah Mitchell, Project Manager at Industrial Savannah ,

Morgan Maguire, CEO Morgan informed me that the Contact Us form is still not working.

How do we fix the issue?

Thanks,
-Martin
Martin Laporte, CTO at Tologix
I performed a few changes on the Contact Us form, and it is now functional.

Morgan Maguire, CEO Morgan : can you test to validate?
Morgan Maguire, CEO
Hi Martin Laporte, CTO at Tologix Martin ,

I ran a test on the contact us form. A message was sent to info@investorstatelawguide.com, but only provide the following details:

test message

-Morgan test ( morganmaguire@gmail.com )

The email is missing all the form fields and the data entered into the fields.

Also, I ran a test on the Enhanced Profile form, and this is sending a message the user that filled-in the form, but not sending an email to info@investorstatelawguide.com with details on the completed form.

Thanks,

Morgan
Morgan Maguire, CEO
Note following up on above, the Enhanced Profile form is sending the following details to the user that filled-in the form:

| Name: | Morgan test2
| Email: | morganmaguire@gmail.com
| Organization: | test org2
| Type of Enhanced Profile: | Organization
| Existing Profile URL: | www.islg.com
| Message: | test test

My expectation is that these details would be sent to info@investorstatelawguide.com, rather than the user.

Morgan
Martin Laporte, CTO at Tologix
Hi Morgan Maguire, CEO Morgan ,

All issues you reported have been addressed.
I just tested the Contact Us form; could you give the Enhanced Profile form a test?

Thanks,
-Martin
Morgan Maguire, CEO
We're in business Martin Laporte, CTO at Tologix Martin . Both the Contact Us and Enhanced Profile forms are now working. Thank you for getting this resolved.

Morgan
Morgan Maguire, CEO
Morgan Maguire completed this to-do.