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How To Set Up Your Own Email Server Using Outlook
How To Set Up Your Own Email Server Using Outlook

By default, Referral Factory takes care of your email delivery. However, you can send mail through your Outlook SMTP server if you’ prefer.

Updated over 3 months ago

To send emails from your own mail provider and not through Referral Factory you can connect your own Outlook server to send your emails.

Pros And Cons Of Using Your Outlook Server

Pros of Using Your Own Email Server

  • You’re in full control of your email deliverability.

  • You can send as many emails as you want: emails sent through your custom SMTP server don’t count against your email rate limits.

  • If your email server has additional encryption you will be able to use their encryption to further secure your own emails

Cons of Using Your Own Email Server

  • Referral Factory will not be able to track your email performance as part of your referral program analytics.

  • This feature is recommended for customers with dedicated email servers. If your company uses Outlook as an email server, for example, you might face SMTP rate limits.

Step 1: Set Your Outbound Email Address

→ Navigate to Settings and click the tab Emails And Domains.

→ Scroll down to Outbound Email Address and set the email address.

❗️ Your outbound email address must match the email address that you add as your mail server (typically, this is the “username” in your SMTP credentials).

Step 2: Enter Your SMTP Credentials

→ Scroll down to Own Email Server and click Manage Email.

→ Enter the following details:

Host = smtp.office365.com

Port = 587

Username = your full email address e.g. [email protected]

Password = the password you use to sign into Outlook

Encryption = TLS

→ Click Verify Credentials.

Step 3: Test Your Emails

→ Navigate to the Campaigns tab and click Edit Campaign to enter the campaign builder.

→ From the Email Notifications step, click Send Test Email.

→ Check the email account to which your Referral Factory account is registered for the test email.

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