To set up Email Integration External SMTP, follow these steps:
Set up the email integration:
Go to settings, click on integrations, and then click on email
Click on add email integration and enter the following details:
Email address: the actual email you're sending with
Type: select external
Workspace: optional, select if you want the email to only be visible in a specific workspace
Click on the email integration to access its settings
Set up the email account:
Enter the following details:
Email address: your email address
User name: may not always be the same as your email address, may be provided by your server
Outgoing display name: your desired display name
Password: provided by your server
Email signature: optional, can be added using any free or paid email signature tool
Save the email account
Use the email account to send emails:
Go to the bulk section and select your email account from the "from" dropdown menu
Build and send your email following the instructions in the video
Video Transcript:
Now that you've set an internal email account, you've set up offices and 65. If you choose to use that and if you would like to use an external like Milton or Sing or your own Amazon account, you can do that in the same spot.
So youre going to go to settings, integrations, email and you're going to click on add email integration. So here you're going to want to put in the actual email address. So Bruce Wayne Life, industry and industries that live email top type is going to be your external STP relay again workspaces. If you're using them and you want this email to only be for that workspace, go ahead and apply it, or if you don't apply it, it'll be global and be visible on all workspaces. So in this case I'm goin to apply it to Wayne Industries Clicked and once you set that up now you're going to want to go into that actually email account, and so you have several different options here.
So one, your email address obviously, is the email address that you're put in. Now you also have user name. This may not always be your email address. So, for instance, if you have an Amazon account and you set up Amazon SMTP account, they're going to give you your server, so you have your server host that you're going to use. So in this case I would use this.
Next would be your outgoing display name. So I would do Bruce Lane, and my email address would be this actual email address. But my username is actually something totally different. So my user name looks something like this: all right, and then you would be provided with a password or an password, and that's what you would fill out here. So it's important that you have the right credentials.
Another note: we use of 87 with inscriptions. So if your server does not support that which most absolutely will, you may have to do some sort of configuration to ensure that your sport 57 and not for 85 25.
So you know, once you have that set you're good to go. You have your host, you have your email address, you have your user name, you have your password, you can set up your signature, you can use this account on any of our system throughout our system right, so you can set up as many external accounts as you like within our platform.