Email Notification Settings
This tutorial will guide you through the essential steps to set up email notifications and SMS notifications for events such as authorization status changes, order placements, and bot stoppages.
In this tutorial, we'll guide you on how to use either Yahoo Mail or Gmail as the sender. You can choose whichever option suits you.
Option #1. Use a Yahoo Mail as the Sender
Yahoo Mail's email sending limit is approximately 100 emails per hour or 500 emails per day.
Step 1. Set Up Email Sender (Yahoo) and Email Receiver
- Register for a Yahoo Mail account and generate a Yahoo app password. Follow these steps to generate a Yahoo app password:
- Log in to your Yahoo account.
- Click your account's icon at the top right corner of the page, then click "Manage your account" or "Overview", and you'll be redirected to your account page.
- Click the "Security" tab at the top of your account page.
- Click "Generate app password" or "Generate and manage app passwords".
- Enter a name for the app. You can enter any name you like.
- Click "Generate password" to receive your unique app password.
- Remember to copy it down, as you won't be able to see it again after closing the window.
- In the Main window of BotiTrader, click on "Settings" in the main menu, and select "Email Notification".
- The Email Notification Settings window will appear. This window has three sections: "Email Sender", "Email Receiver", and "Check to Enable the Email Notification".
- In the Email Sender section, input the following details:
- SMTP Host: smtp.mail.yahoo.com
- Encryption: TLS
- SMTP Port: 587
- Username: Your Yahoo Mail Address
- Password: Your Yahoo App Password
Please note that the password here is the app password you generated earlier, not your Yahoo Mail password.
- In the Email Receiver section, input the email address(es) where you want to receive notifications. Separate multiple email addresses with commas.
- In the Check to Enable the Email Notification section, check the events for which you want to receive email notifications. Available events include:
- Authorization Status Change: Get an email when the broker authorization fails or succeeds.
- Manual Order Placed: Get an email when you manually place an order.
- Bot Order Placed: Get an email when a bot places an order.
- Bot Stopped: Get an email whenever a bot is stopped.
Step 2. Test and Save Your Email Settings
- Click "Send a Test Email" at the bottom of the email settings window to test your email setup. If everything is set up correctly, a test email will be sent from the Yahoo Mail to the recipient(s) you entered.
- Click the "Save" button at the bottom of the email settings window to save your settings.
Step 3. (Optional) Set Up Email Notifications for a Trading Bot
- Each bot has its own email notification settings.
- In the Main window, locate the bots table on the right side. Double-click a bot to open the Bot Settings window.
- In the Bot Settings window, on the left side, you'll find a section called Notification Settings. By default, the "Use Global Settings" option is checked, meaning the bot will follow the global email notification settings configured in the main menu.
- If you want to configure different notification settings for the bot, uncheck the "Use Global Settings" option. Then, select the specific notifications you want to enable. These settings will override the global settings.
Option #2. Use Gmail as the Sender
Free Gmail account: sending limit is approximately 500 emails per day.
Paid Google Workspace account: sending limit is approximately 2000 emails per day.
Step 1. Set Up Email Sender (Gmail) and Email Receiver
- Register for a Gmail account and generate a Gmail app password. Follow these steps to generate a Gmail app password:
- Log in to your Gmail account.
- Click your account's icon at the top right corner of the page, then click "Manage Your Gmail Account", and you'll be redirected to your account page.
- Click the "Security" tab at the left of your account page.
- Click "2-Step Verification", and complete the steps to turn on the 2-Step Verification.
Note: you must turn on the 2-Step Verification before you can create an app password.
- Go back to your Gmail Account page, at the top of your account page, there is a search bar named "Search Google Account". Enter "App Passwords" in the search bar and click "App Passwords" in the dropdown list appearing automatically. This will redirect you to the App Passwords page.
- Enter a name for the app. You can enter any name you like.
- Click "Create" to generate your unique app password.
- Remember to copy it down, as you won't be able to see it again after closing the window.
- In the Main window of BotiTrader, click on "Settings" in the main menu, and select "Email Notification".
- The Email Notification Settings window will appear. This window has three sections: "Email Sender", "Email Receiver", and "Check to Enable the Email Notification".
- In the Email Sender section, input the following details:
- SMTP Host: smtp.gmail.com
- Encryption: TLS
- SMTP Port: 587
- Username: Your Gmail Address
- Password: Your Gmail App Password
Note: The password here is the app password you created earlier, not your Gmail password.
- In the Email Receiver section, input the email address(es) where you want to receive notifications. Separate multiple email addresses with commas.
- In the Check to Enable the Email Notification section, check the events for which you want to receive email notifications. Available events include:
- Authorization Status Change: Get an email when the broker authorization fails or succeeds.
- Manual Order Placed: Get an email when you manually place an order.
- Bot Order Placed: Get an email when a bot places an order.
- Bot Stopped: Get an email whenever a bot is stopped.
Step 2. Test and Save Your Email Settings
- Click "Send a Test Email" at the bottom of the email settings window to test your email setup. If everything is set up correctly, a test email will be sent from the Gmail address to the recipient(s) you entered.
- Click the "Save" button at the bottom of the email settings window to save your settings.
Step 3. (Optional) Set Up Email Notifications for a Trading Bot
- Each bot has its own email notification settings.
- In the Main window, locate the bots table on the right side. Double-click a bot to open the Bot Settings window.
- In the Bot Settings window, on the left side, you'll find a section called Notification Settings. By default, the "Use Global Settings" option is checked, meaning the bot will follow the global email notification settings configured in the main menu.
- If you want to configure different notification settings for the bot, uncheck the "Use Global Settings" option. Then, select the specific notifications you want to enable. These settings will override the global settings.