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.
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.**
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.
- The date of the last test email will be listed on this page along with any errors encountered.
- If you don't receive a test email, you may need to consult your mail server logs/vendor documentation.