Setting Up Your Gmail SMTP on LoadStop
Table of Contents
Introduction
This article aims to help you set up and configure your company's email on LoadStop.
LoadStop allows the user to send emails to their customers, brokers, contacts, or driver regarding loads, invoices, driver rate sheets, settlements, tracking updates, sending documents, etc. so that users can send emails from within the LoadStop application instead of using a separate email client or application.
Settings
The Settings screen can be accessed through the main menu button on the top left, as shown in the screenshot below. From the main settings page, click on the Email SMTP tab to configure the email settings for outgoing emails (emails being sent out using LoadStop).
What's On This Page?
Now we will talk about the fields on this page and how to set them up correctly.
Use my email settings: If you turn this toggle on it allows you to use the email settings that you have entered (if any). It is highly recommended to enable this toggle and fill in the remaining fields correctly to avoid having your emails sent to the spam folder.
(Sometimes emails are sent using SendGrid and they land in the spam folder of the receiver, therefore it is recommended that users use their own SMTP mail server to send emails.)
In the Default email address and Default display name, enter the email address and the display name with which you would like the emails to be sent out. It can be an individual name or your company’s name.
SMTP Host ➔ Enter the outgoing SMTP server name here, it is used as provided by the email provider. For example, if you're using Gmail, use smtp.gmail.com.
SMTP Port ➔ Enter the outgoing port for the SMTP server here. The port number is different, varying with each provider. You may look up the port number for your provider or contact your provider to find out what their SMTP port number is. However, 587 is the most common one.
SSL Settings help keep email exchanges private and secure. If your mail server has SSL encryption enabled to send emails, please turn the Use SSL toggle on. This is an optional feature and not a requirement.
Domain Name: If you are using a domain name, enter it in this field. For example, the domain name in sample@loadstop.com would be loadstop.com.
Under the Username, you can enter the username for your account. (Your email)
Password Setup
To setup the Password in your global settings, follow the steps mentioned below:
1. Go to https://myaccount.google.com/ and go to Security > 2-Step Verification and turn the feature on.
2. Click on Get Started, add your password, and click on next.
3. Next, choose Continue, add your mobile number, select the option through which you’d like to receive the code, and click send.
4. Add the code, save it and click on turn on.
5. The 2-Step Verification has been turned on and now you can go back to your Google account and reopen the Security page.
6. Next, go to 2-Step Verification where you will have an option for App passwords. Open it and enter your password again to verify.
7. Now select the other app option, enter LoadStop and generate a password.
8. Copy the text in the yellow box and paste it into the password box in your email SMTP settings on the LoadStop page.
9. Now you can save the settings on the top right corner.
Under the Test Email Settings, you will be inserting the email where you can send a test email to ensure the settings have been configured correctly.
If a red pop-up is displayed, something is wrong with the information inserted. Either recheck the entered information or contact LoadStop support.
Multicarrier Email Settings
If you have multiple carriers or multiple departments within a carrier which require various email settings, you can configure each email individually.
In the managed authority's profiles, the Email SMTP tab lets you include multiple sections with their respective email settings. You can assign a different email address to each of these sections.
Tracking: The email assigned here will be used to send location and status updates to your customer/broker for tracking purposes.
Dispatch: Dispatch information will be sent out through this email.
Billing: This would be the billing email used to send out invoices.
Internal: This email will be used to communicate with internal users.
Account Payable: The settlements will be sent out through this email.
Please note: These settings will also be configured the same way as mentioned above. The Use my Email Settings toggle needs to be enabled for each section for these settings to apply.