Email Delivery Options

Custom "FROM" address

Setting the "FROM" Email address in the portal will change the appearance of the email address displayed in your customer's email client (inbox). 

Benefits:

  • Utilize our email server
  • Improved recognition for clients
  • Minimal setup effort
  • Handle high volume requests (important for other cool features!)
  • Easily turn on Email Tracking

To set this, navigate to Settings + Configurations + Client Emails.

From Address

The "FROM" will also be the "Reply-To" address.


  • If a "FROM" address is not set, the address will default to "[email protected]"
    • The "Reply-To" has fall-back logic (if no FROM is set) to use "Email" field under Settings + General + Basic Information

  


SPF RECORD SETUP (SendGrid):

To help avoid SPAM issues when we send mail on your behalf (with your custom FROM domain), adding an SPF record with your DNS provider may help!

Our system back-end utilizes the popular mail delivery platform "SendGrid". 

A link how the SPF record for SendGrid should look can be found here:


For a full list of email best practices on deliverability, please see this article:

SPAM BEST PRACTICES


Full Custom SMTP settings

**Please contact [email protected] if you need the option to enter SMTP credentials.**

SMTP Settings

If needed, you can have our system hand-off the emails to your email server. You will need to verify if your email server is properly sending mail.

  • Enter Host Name
  • Enter Port #
  • Enter Username/Password if applicable
  • Enter From Address (For Office 365 users, it should be a dedicated inbox/licensed user type account)
  • Save the changes
  • Note: our system IP address may change at any point, and may not be a reliable method to allow traffic.

Send Test Email

  • Enter the email address to send a test email to.
    • The date of the last test email will be listed on this page along with any errors encountered.
      • Please note, the send may not be immediate and you may need refresh or revisit the page after a few minutes.
  • If you don't receive a test email, you may need to consult your mail server logs/vendor documentation.