Knowledgebase

Step-by-step instructions for setting up SMTP for agent accounts

If you have already completed these steps and your email credentials have changed, repeat steps 4-15. If only your email password has changed, you may repeat only steps 9-15.

If you changed your Google email "2-Step Verification" settings or the "Less secure apps" settings, Google says "These changes may take up to 24 hours to propagate to all users."

1. Login to the admin by appending /admin to your domain to access the login page and entering your login credentials.

   

2. See screenshot below
3. See screenshot below

4. Common email services are listed
5. Common email services will pre-configure the [SMTP Host Name].
6. Common email services will pre-configure the [SMTP Port]
7. Common email services will pre-configure the [Encryption]
8. SMTP Username is usually the email address
9. SMTP Password is your email password (unless you're using 2-step authentication. In that case, use the "App Password" for this field.)
10. Click [Update] to save. The last update date/time will appear.
11. Use any valid email address for testing purposes.
12. When testing, you must re-enter the SMTP password. Do not click [Update] when testing. You already did this in step 10, and doing before testing will clear the password field which will cause your test to fail.
13. [Test SMTP Settings]
    If you receive a "Successfully sent..." message like below, a test email will be sent to the inbox for the email address you entered in step 11.
    If you receive an "error" message like below, verify steps 4-9, then repeat steps 10-15.
    

14. After your test message is successful, choose "Enable".
15. Click "Update" to save changes.

If you have already completed these steps and your email credentials have changed, repeat steps 4-15. If only your email password has changed, you may repeat only steps 9-15.

If you need technical support, please submit a ticket in your client portal at info.dynamicidx.com or send your inquiry to info@dynamicidx.com.