Email Provider Setup

Why configure an email provider?

Without an email provider configured:

• Automation send_email actions will not deliver emails
• Form submission notifications default to platform-level sending (less reliable, may land in spam)

With your own SMTP configured:

• Emails appear to come from your domain
• Better deliverability and inbox placement
• Full control over the from name and address

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Configuring SMTP

Go to Settings → Email → SMTP Settings.

Field	Description
SMTP host	Outgoing mail server address
Port	587 (TLS, recommended) or 465 (SSL)
Username	Your SMTP login (usually your email address)
Password / App password	SMTP password or an app-specific password
From name	Name displayed to recipients
From address	Email address used as the sender
Encryption	TLS (recommended) or SSL

Click Send Test Email after saving — enter your own email address to verify delivery.

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Provider-specific setup

Google Workspace (Gmail)

1. In Google Admin, enable SMTP relay (or use direct SMTP)
2. If using Gmail with 2-Step Verification, create an App Password:
   • Go to your Google Account → Security → App passwords
   • Generate a password for “Mail”
3. Use smtp.gmail.com port 587 with your Gmail address and app password

Microsoft 365 (Outlook)

• Host: smtp.office365.com
• Port: 587
• Encryption: TLS
• Username: your full Microsoft 365 email address
• Password: your Microsoft 365 account password (or app password if MFA is on)

Mailgun

• Host: smtp.mailgun.org
• Port: 587
• Username: your Mailgun SMTP username (found in Mailgun → Sending → Domain Settings)
• Password: your Mailgun SMTP password

SendGrid

• Host: smtp.sendgrid.net
• Port: 587
• Username: apikey (literal string)
• Password: your SendGrid API key

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Testing delivery

After saving your SMTP settings:

1. Click Send Test Email
2. Enter your personal email address in the popup
3. Click Send
4. Check your inbox within 1–2 minutes

If the test fails:

• Check that your host and port are correct
• Verify your username and password (especially if using an app password)
• Check that your email provider allows SMTP relay (some block it by default)

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Email from name best practices

Use a recognizable From name so recipients know who the email is from:

• ✅ “Acme Sales Team”
• ✅ “Jane from Acme”
• ❌ “no-reply” (low open rate)
• ❌ A generic address not associated with your brand