Troubleshooting On Own Email Server: Gmail

You're trying to set up your own email server for Gmail but having issues? Read this help guide.

Let's start πŸ‘‡

  • Log in to your Referral Factory account and click on the Settings tab in the left-hand navigation bar.
  • If your outbound email address is not set, add it.

outbound_email_address

  • Click on "Manage Email" button to configure your settings. 

manage_emailHere you will need to enter your SMPT credentials for your own email server.

email_configuration

  • Gmail SMTP Server Address: smtp.gmail.com
  • Gmail SMTP Port (TLS): 587
  • Gmail SMTP Username: Your full Gmail address (e.g. you@gmail.com)
  • Gmail SMTP Password: The password that you use to log in to Gmail
  • Encryption: TLS

To configure your custom SMTP settings for Gmail πŸ‘‡ 

  • From your Gmail account, go to Settings.
  • Select the "Forwarding and POP/IMAP" settings.
  • Under the 'IMAP access' section, toggle on the option to "Enable IMAP"
  • Click "Save Changes".

enable_imap

You need to activate 2-Step Verification to complete the SMTP setup. 

  • From your Gmail, go to Manage your Google Account
  • Go to security, and turn on 2 step verification
  • Once you activate it, click on App passwords 

app_passwords

  • On the 'App passwords' page, use the drop-down menu to select "Mail" as the App and "Other (Custom name)" as the device. 

    app_passwords_mail
    app_passwords_other_custom_name

  • Name your custom device and then click Generate button.
    Referral_factory
  • A new app password will be generated for you. Copy the password. 

  • Past the password here πŸ‘‡ 

Once you've set up everything, it's time to test your own email server set up to confirm that your new SMTP settings are working.

  • From your Referral Factory account, go to campaigns tab.
  • Choose a campaign and click edit
  • Go to email notifications and send test email

An example without setting up your own email server πŸ‘‡

example_without_email_server

An example with set up your own email server  πŸ‘‡

example_with_email server