How To Set Up Your Own Email Server Using Gmail

By default, Referral Factory takes care of your email delivery. However, you can send mail through your Gmail SMTP server if you’d rather use your own service.

❗️ Please note that Google has a rate limit of 100 emails per day for emails sent via SMTP.  

📌 Not using Gmail as your service provider? Read this instead. 


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).

    gmail-email-server-settings-outbound-email(1)

    Step 2: Enable IMAP in Gmail

    From your Gmail account, go to Settings and elect the "Forwarding and POP/IMAP" settings.

    Under the 'IMAP access' section, toggle on the option to "Enable IMAP".

    → Click "Save Changes".

    gmail-imap-referral-factory-settings-own-email-server

    Step 3: Enable 2-Step Verification and Add An App Password

     From your Gmail, click your profile picture in the top right hand corner and select Manage your Google Account.

    → Go to Security and turn on 2-step verification.

    → Once activated, click on App Passwords and click Create to generate a unique password. This is the password you will use in your SMTP credentials.  

    add your gmail address for your referral program software

    app-passwords-google-account-security

     

    Step 4: Enter Your SMTP Credentials in Referral Factory

    → Return to Referral Factory's Settings tab, click Emails and Domains, scroll down to Own Email Server, and click Manage Email. 

    gmail-email-server-settings-manage-email

    → Enter the following details:

    Host = smtp.gmail.com / smtp.yourwebsite.com

    Port = 587

    Username = your full email address e.g. you@gmail.com

    Password = the password you generated in Step 3. 

    Encryption = TLS  

    → Click Verify Credentials. 

    gmail-email-server-settings-smtp-referral-factory

    Step 5: 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.

     

    referral software - own-email-server-test emails