The email-sending tool inside Ally was designed to make your operations faster and more efficient!
With SMTP integration, these emails will be sent to the student using your own email address, and all sent emails will appear in your "Sent" folder.
STEP 1 – Access
Click on the Profile Picture Icon in the upper right corner > Settings > Integrations in the left menu.
STEP 2 – Configuring SMTP
Each email server has its own SMTP (port and SSL) settings.
IMPORTANT:
To find your SMTP settings, contact your IT department or email provider and ask for this information!
The port will always require SSL.
Tip: For some email servers, you can simply click the help button and type “SMTP” to find this information.
Examples:
● Gmail
● Outlook (Office 365)
After you have the information, fill in the fields and click "Integrate."
Once done, a confirmation message will appear below the fields.
STEP 3 – Editing Your Profile
Once the integration is complete, all agency users must log into their respective profiles to register the email and password being used.
To do this, click on the Profile Picture Icon in the upper right corner > Edit Profile.
This will open a screen with all your user information. Scroll to the bottom of the page and follow these steps:
● Activate the "Use my own SMTP settings" button.
● Fill in the "SMTP Email" field with your email address.
● Fill in the "SMTP Password" field with your email password (this is not your Ally password!).
Click (1) Test SMTP Configuration to check if everything is correct (if your email or password is incorrect, an error will appear).
After completing these steps, click (2) Edit to save your settings.
ATTENTION!
If you encounter difficulties with SMTP authentication, explore the options below to resolve your issue:
1. Disable Two-Step Verification
For SMTP configuration to work, you cannot have two-step verification enabled on your email (e.g., when you log in and are required to approve the login on your phone or enter a confirmation code). Disable it in the settings for proper integration.
How to disable (for Google accounts):
Access your Google Account.
In the "Security" section (https://myaccount.google.com/security), select Two-Step Verification. You may need to log in.
Select Turn Off.
A pop-up window will appear to confirm that you want to turn off two-step verification. Select Turn Off.
2. Enable Less Secure Apps (for Google Emails):
This option must be enabled in your Google email! It is disabled by default because Google considers non-Google apps less secure. Enable it in the settings to make the integration work.
If you want to allow access, follow these steps:
Access your Google Account.
In the "Security" section (https://myaccount.google.com/security), select Less Secure App Access. You may need the ADMIN to complete this step beforehand at this link: (https://admin.google.com/), enabling the option for all users in the Security section.
Go to the Less Secure Apps section of your Google Account.
Turn on Allow Less Secure Apps. Yes, it should be set to ON, even though Google marks it as not recommended.
Note: If you do not see this setting, your administrator may have disabled access to these settings. In this case, you will need to contact your Gmail account admin.
All agency users must use the same email server.
For example, if Gmail is integrated, all users must register their Gmail accounts.
If you still have questions, please contact support or reach out via WhatsApp.