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Email Services

This video will give you an overview of the email services area within Settings.

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Written by Daina
Updated over a week ago

This article will explain the ‘Email Services’ tab within Settings. Here is where you can add an email service to your account.

To add a new service, follow the below steps:

  1. Click on the blue ‘+ Add Service’ button at the top right corner of the page

  2. This will prompt you to select your SMTP provider. You can select either Gmail, Yahoo Mail, Sendgrid or Other

  3. If you select other, you can then enter in your provider name, SMTP server, SMTP Port number, username, email and password

  4. Click save and you will then see your email service providers listed

  5. If you have multiple listed, you can select a default provider

  6. If you click through to the ‘Reply & Forward Settings’ tab, you can also have the option to add in a forwarding address, BCC emails, to toggle on forward to assigned user or to add a reply address. Click save and this will be updated.

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