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Set up NHS.Net Email for Donorfy

Connect your NHS.Net email to Donorfy so you can send acknowledgements, documents, and emails directly from your email address.

Written by Cristina Gruita
Updated over 3 weeks ago

If your organisation uses NHSmail (nhs.net), you can configure Donorfy to send emails such as thank you letters, receipts, and communications from your NHS.Net email address.

This requires registering an application with the NHSmail team so that Donorfy can send emails on behalf of your NHS.Net mailbox using OAuth 2.0.


Step 1: Check Prerequisites

Before starting confirm the following:

  • You are an NHSmail Local Administrator: Only Local Administrators (LAs) or Primary Local Administrators (PLAs) can submit application registration requests.
    If you're unsure of your role, check the NHSmail Portal or contact your organisation's IT team.

  • You know your organisation's ODS code: You can look this up using the Organisation/Practitioner Search service.

  • The sending mailbox is set up as an application account:

    The NHS.Net email address you want Donorfy to send from must be configured as an application account in the NHSmail Portal, and it must belong to your organisation (same ODS code).
    If you're unsure, check with your NHSmail administrator.

  • You have Admin User Permissions for Donorfy.


Step 2: Register the Application with NHSmail

You need to register Donorfy as an application in the NHS Azure Active Directory so it has permission to send emails from your mailbox:

  1. Open the NHSmail Application Registration Form in your browser. You must be logged in with your NHSmail Local Administrator credentials.

  2. Fill in the form as detailed in the Form requirements sub-section.

  3. Review your entries and click Submit.

You will receive a confirmation email with the subject "App registration has been received".

Form requirements

You will need to complete the form as following:

Field

Action

Notes

Organisation ODS Code

Fill in your organisation's ODS code.

Leave out spaces or special characters.

Type of access required

Select Graph Mail Application.

Mailbox addresses

Fill in the NHS.Net email address Donorfy will send from.

E.g. [email protected]. If you have multiple addresses, separate them with commas.

Digital Certificate

Select No.

URIs

Leave blank.

Home Page URL

Leave blank.

Application name

Enter a memorable name.

E.g. Donorfy - Your Charity Name.
This name will appear in renewal reminders and is used by the NHSmail support team to identify your application

📌Note: The request typically takes up to 20-30 minutes to process. If you do not receive this email, check your spam/junk or Other folder and if still not received contact your NHSmail administrator.


Step 3: Retrieve your Application Credentials

Once your registration is processed, you will receive a completion email. You will need to collect:

  • the Application ID.

  • the Client Secret.

Collect the Application ID

  1. Find the completion email, with the subject App registration has been received.

  2. In the email, click the NHS Application Registration Portal link.

  3. Using the same NHSmail credentials as when submitting the request, Log in.

  4. Locate your request in the RITM column of the list.

  5. Confirm that the status is Complete.

  6. Copy the AppID from the AppID column.

This is your Application ID.

Collect the Client Secret

  1. Find the email, with the subject App registration is now completed.

  2. In the email, click the NHS Application Portal Documents Library link.

  3. Locate your request, then click on the RITM number.

  4. Click on the .docx file, then click Edit in Desktop App.

  5. Copy the secret value from the document.

This is your Client Secret.

⚠️Important:

  •  The Client Secret document is only available for 72 hours after registration.

  • After this period, the document is automatically removed. If you miss this window, you will need to contact the NHSmail helpdesk at [email protected] to request a new secret.

  • Make sure to save the Client Secret in a secure location, such as a password manager, as soon as you retrieve it.

  •  Only the Local Administrator who submitted the original request will have access to retrieve the secret value.

  • The document is protected and cannot be shared or forwarded.

📌Note: The NHS Tenant ID is the same for all NHS organisations. You do not need to enter this in Donorfy as it is configured automatically.


Step 4: Configure Donorfy

Moving forward in the proceess, you will need to enter into Donorfy the credentials to connect your NHS.Net email:

  1. Navigate to Settings, then click Configuration.

  2. Select Email Server Settings.

  3. Under Type of email you use, select NHS.Net from the dropdown.

  4. Fill in the three fields:

    • Application ID:The Application ID you copied from the NHS Application Registration Portal in Step 3.

    • Client Secret:The Client Secret you copied from the protected document in Step 3.

    • Mailbox Address: The NHS.Net email address that Donorfy will send from. This must match one of the mailbox addresses you registered in Step 2

  5. Click Save Changes.

If the save is successful, your NHS.Net email is now configured. There are two possible option to test the configuration:

  • Click Send Test Email, when available.

  • Send a communication from a test profile within your Donorfy.


Credential Renewal

NHS application credentials expire periodically (typically after one year).

📌Note: The NHSmail team will send reminder emails at 60, 45, 30, 14, and 7 days before expiry to Local Administrators at your organisation.

The emails will come from [email protected] with the subject:

"[Action Required] Renew the Credential for Entra Application - [Your Application Name]".


To renew your credentials:

  1. Send an email to [email protected]. The NHSmail team will generate a new secret value and securely provide you with it.

  2. Once you have the new value, navigate to Donorfy, then click Settings.

  3. Click Configuration, then update the Client Secret with the new value.

  4. Click Save Changes.

Information Required in your email request:

Detail

Description

Subject

Renew Entra Application Credential Secret.

Application Name

The name from the reminder email.

Application ID

The Application ID from the reminder email.

Credential Type

Secret.

Email Address

Your NHSmail email address, to receive the new secret.

Availability

Your availability for a Teams call in the next few days.

Secondary Contact

An alternate NHSmail Local Admin email address.

📌Note:  The new credential works alongside the existing one. Your current secret will continue to function until its expiry date, giving you time to update Donorfy without any interruption to email sending.


Important Notes

  • Mailbox restrictions: Your application can only send from the specific mailbox address you registered with NHSmail. If you need to change the sending address within Donorfy, you will need to submit a new registration request or contact the NHSmail helpdesk.

  • Application deletion: If your application credentials expire and are not renewed within 30 days, the registration will be automatically deleted by NHS. You would then need to go through the full registration process again. Deleted applications can be recovered within 30 days by contacting the NHSmail helpdesk.

  • Assistance needed: If you encounter issues with the NHSmail registration process, contact the NHSmail helpdesk at [email protected] with your organisation name, ODS code, application name, and RITM number (if known). For issues with the Donorfy configuration, contact Donorfy support via the in-app chat feature.

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