To setup you emails in CentricFlow, please follow the steps in the guide below.
- Login to CentricFlow
- Select Agency Settings
- Select Consultants
- Click on Email Settings for the required account you wish to setup
- Complete the form below, using the following settings below the screenshot.
- SMTP Server = smtp.gmail.com
- Email Address = Your full email address.
- Password = Your email password * See considerations below.
- Port = 587
- SSL Protocol = Disable SSL
- TLS Protocol = Enable TLS
- Recipient for testing = This will default to your email, so we can trigger a test email.
When you click save, we will attempt to send a welcome email/
Considerations
When using the Gmail SMTP server:
- The sending limit is 2,000 messages per day.
- Spam filters might reject or filter suspicious messages.
- The fully qualified domain name of the SMTP service is smtp.gmail.com.
- Configuration options include:
- Port 25, 465, or 587
- SSL and TLS protocols
- Passwords: If you have 2-Step Verification enabled, you will need to generate an App Password. Steps to generate an App Password can be found here: https://knowledge.workspace.google.com/kb/how-to-create-app-passwords-000009237
Sources: https://support.google.com/a/answer/176600?hl=en and https://support.google.com/accounts/answer/185833
Additional Support
For any additional support or queries, please raise a ticket with our Customer Success Team on support@centricflow.co.uk or using the help button on the CRM.