Troubleshooting: Setting Up Your Own Email Server Using Gmail

Want to send email notifications for your referral program through your Gmail email server? Read this article to help you get set up.

Let's start 👇

• 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.

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

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

• Screenshot showing that you can manage your email address for your referral program softwaresmtp.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 👇 

• 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".

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 

• On the 'App passwords' page, use the drop-down menu to select "Mail" as the App and "Other (Custom name)" as the device. 
  
  
  
  
  
• Name your custom device and then click Generate button.
  
• A new app password will be generated for you. Copy the password. 

• Past the password here 👇 
  
  

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

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

An example without setting up your own email server 👇

An example with setting up your own email server  👇