The email-sending feature within Ally is designed to make your operations faster and more efficient!
With SMTP integration, emails will be sent 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-hand menu.
STEP 2 - Configuring SMTP
Each email server has its own SMTP information (port and SSL).
IMPORTANT:
To find yours, contact your IT department or email provider to get this information.
The port will always use SSL.
Tip: On some servers, you can simply click the help button and type "SMTP" to find this information.
Examples:
Gmail
Outlook (Office 365)
Once you have this information, fill in the required fields and click "Integrate".
Afterward, a confirmation message will appear below these fields.
STEP 3 - Editing Your Profile
After integration, you and all agency users need to access your respective profiles to register the email and password 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:
Enable the button "Use my own SMTP configuration".
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 message will appear).
Once everything is ready, click (2) Save to save your settings.
ATTENTION!
If you encounter issues authenticating your SMTP, try the options below to resolve them:
1 - Disable Two-Step Verification
For SMTP configuration to work, two-step verification must be disabled for your email (e.g., when logging in requires confirmation via a code or mobile app). Disable it in your email settings for proper integration.
How to Disable Two-Step Verification (for Google accounts):
Access your Google Account.
In the Security section, select Two-Step Verification. You may need to log in.
Select Turn Off.
A pop-up window will appear to confirm. Select Turn Off again.
2 - Enable Less Secure Apps (for Google emails)
This option must be enabled for your Google email account! By default, Google disables it, as it considers all non-Google apps less secure. Enable it in your settings to allow integration.
How to Enable Less Secure Apps:
Access your Google Account.
In the Security section, select Less Secure App Access.
If you're an admin, you may need to enable this for all users first through Google Admin in the Security section.
Turn on the Allow Less Secure Apps option.
Note: It should be set to ON, even though Google flags it as not recommended.
Note: If you do not see this setting, your administrator may have disabled access to these settings. Contact your Gmail account admin for assistance.
Key Notes:
All users in the agency must use the same email server. For example, if you integrate Gmail, all users must register their Gmail accounts.
If you still have questions, please contact support or reach out via WhatsApp.