MARKETING: Email Sending Settings

How do I configure my Email Sending Settings?

In order to send Campaigns or Autoresponders from within the Marketing menu, you will first need to configure your Send Email Settings.

CLICK HERE to learn more about Email Marketing

To get started, navigate to  Marketing > Settings.

From here you can select from two different types of Email Sending Method through the dropdown menu, depending on your needs:


By selecting SMTP, you can input credentials from a 3rd party email sending service (such as MailGun, SendGrid, Amazon SES, etc.). You can use this option if you already have an account with a separate SMTP provider, and want to use those same credentials to send your platform Marketing emails. 

Here are two common providers, and instructions that help identify your correct SMTP settings:




Here is a great tool for testing your SMTP settings: After you are able to send a successful test in SMTPer tool, then just copy/paste those credentials into the platform.

Need a really cheap and easy to setup SMTP sending account? Already have an Amazon account? Click here for instructions on how to setup Amazon SES and get SMTP sending setup.


If you do not already have SMTP credentials to use, you can request a dedicated sending IP address from the platform team. Using this option, we will create a new completely white-labeled sending IP specifically for your account via SendGrid, and apply it to your account for use with all of your platform Marketing email sending.

To get started with a new dedicated IP, simply select "IP" from the Email Sending Method dropdown menu and then click the Request IP button. A member of our Team will receive and review the request, and you will be notified via email when the request has been approved and processed. Once approved, your dedicated sending IP will automatically appear in your Email Sending settings.

IMPORTANT: If you choose the "IP" option for email sending, a $20/month fee will be automatically added to your existing platform subscription. Included in this will be a dedicated IP address for sending your emails with a standard allowance of 10,000 email sends per month. If the 10k/month threshold is reached, you will be billed an additional $15.00 for every 10,000 emails sent that month beyond the initial allowance. This initial $20/month fee will not be added until your IP request is approved, and it can be cancelled at any time automatically by removing your IP from your Email Sending settings.

My Emails are failing to send!

In order to use the Marketing Email functionality, you will first need to configure your Domain Settings.

CLICK HERE to learn how to verify your Domain

Once this is done, you will need to use the same email that you set during this step.

Navigate to Flyout Menu > Email Branding.

The email that you specify under From Email is what you will need.

Back in Marketing > Settings, ensure that the email addresses are identical.

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