Effective communication between you and your contacts in one of the pillars in the process of evolving them to go from strangers to regular customers and even promoters who actively recommend you to other contacts.

The Outbound Email section under your profile is where you can input the settings needed to send email to your clients. The configuration includes:

  • Send Email As (Full name): Your full name.
  • Email Address: Your email address, the one used to send emails from.
  • Outbound Mail Server: The SMTP server of your email provider. For example, for Gmail this is smtp.gmail.com.
  • Port: The SMTP port number used by your email provider. Standard values are 465, 587 and 25, but there are others.
  • User Name: Your username,  used to log you in the SMTP server, this is usually the same as your email address.
  • Password: The password associated with your username.

Configuration for Google Account (Gmail and G-Suite)

  1. Sign in to your Google account page.
  2. Select "Security" in the left side bar
  3. Scroll down to the section named "Less secure app access" and click on "Turn on access"
  4. In the page the opens up, click on the switch control to the right of "Allow less secure apps: OFF" to enable less secure apps.
  5. Now you can configure your Outbound Email like the section below.
Send Email As (Full name): John Doe
Email Address: johndoe@gmail.com
Outbound Mail Server: smtp.gmail.com
Port: 465
User Name: johndoe@gmail.com
Password: yourgmailpassword

 You can find more details about configuring SMTP for your Gmail and using App Passwords account on Google's Help Site.

Configuration for Apple Account (iCloud.com and  Me.com)

  1. Sign in to your Apple ID account page.
  2. In the Security section, click Generate Password below App-Specific Passwords.
  3. Follow the steps on your screen.
  4. Copy this app password and configure your Outbound Email like the section below.
Send Email As (Full name): John Doe
Email Address: johndoe@icloud.com
Outbound Mail Server: imap.mail.me.com  
Port: 993
User Name: johndoe@icloud.com
Password: your-icloud-password

You can find more details about configuring SMTP for your Apple iCloud account and using App Passwords on Apple Help Site.

Configuration for Microsoft Account (Outlook, Hotmail, MSN and Live)

  1. Go to the Security basics page and sign in to your Microsoft account.
  2. Select more security options. 
  3. Under App passwords, select Create a new app password. A new app password is generated and appears on your screen.
  4. Copy this app password and configure your Outbound Email like the section below.
Send Email As (Full name): John Doe
Email Address: johndoe@live.com
Outbound Mail Server: smtp.live.com  
Port: 587
User Name: johndoe@live.com
Password: your-microsoft-password

You can find more details about configuring SMTP for your Microsoft account and using App Passwords on Microsoft's Help Site.

Configuration for Yahoo Account

  1. Sign in to your Yahoo account page 
  2. Select "Account Security" in the left side bar
  3. Scroll down to the section named "Allow apps that use less secure sign in"
  4. Click on the switch control to the right of the text to enable less secure apps.
  5. Now you can configure your Outbound Email section like this:
Send Email As (Full name): John Doe 
Email Address: johndoe@yahoo.com
Outbound Mail Server: smtp.mail.yahoo.com  
Port: 465
User Name: johndoe@yahoo.com
Password: your-yahoo-password 

Troubleshooting

When setting up Outbound Email you may encounter some authentication issues. Please refer to your email provider documentation on sending mail with third party applications.

Common causes include:

  • You introduced incorrect credentials.
  • You need to use App Password (a password for apps), instead of the one you use to login to your email account.
  • You need to allow "Less secure apps" in the email application you normally use.
  • The logins attempts are being blocked by your email provider or company and additional actions from you are required.

Helpful Links

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