Email Setup



Webmail providers (gmail, yahoo, hotmail) are becoming stricter and stricter as each month passes. Deterring spam is now the defacto goal of any one email provider, and for good reason: spam costs the world between 20 and 50 *billion* dollars a year with 100 *billion* spam messages sent *each day*. Email providers have had enough of that, and in their efforts to curb spam, they have imposed a gauntlet of restrictions, and these changes probably affect you if you run any kind of application that sends email on a server.


What This Means For You

If you are on an older or retired product, your emails may not get delivered, especially if you are using a webmail provider, and especially if you are attempting to send to your end users. Please contact us to learn how to get up to speed on a more current template.

For everyone else, your product has new features that will aid in email deliverability.


PHP mail()

By default, your product uses PHP's mail() function to send email. We have written the mailer so that it is DMARC compatible: what that means is that any email that gets sent from your server must be from that server. So can only send email like All email that gets sent will originate from the hosted domain while the true sender is added as a “reply-to”. This default system, while adequate for only the most basic purposes, has a very poor deliverability rate. We cannot guarantee that any email sent from your application will be correctly delivered to any inbox. In addition, assume it will be marked as “spam”. If you wish to continue to use this provider, you can modify one setup field to enhance it's usefulness.

  1. Server Origin Email Address – you can put anything you like here, but the email domain must match the domain where the product lives, otherwise the email portion will be ignored. If you leave this blank, email will always be sent in the format “Mailer <{server-username}@{server-hostname}”>.
  2. Click “Save”
  3. Click “Test Email” and then check your email to ensure delivery.



SendGrid is an email delivery & transactional email service, and you should be using it. If you want true deliverability, it's time to take email seriously and use the same tools as the big boys. When Uber or Spotify wants an email delivered, they use SendGrid because they offer authenticated, trustworthy emails with a very high deliverability rate. Email delivery services take care of all the technical stuff that needs to happen behind the scenes, and their mail servers are controlled by them and are always going to be trustworthy. With SendGrid, you get to treat email like a business tool: you will see who's getting what, what is bouncing from where, all from the dashboard of your SendGrid account.

Here are the steps:

  1. Open your Mail Seup tab in your product. It's under the “Contact” tab.
  2. Choose “SendGrid” for your Mail Provider.
  3. Sign up for a free (for 30 days) SendGrid account here ( Yes, you need to fill everything out and validate your account – it's what makes legitimate email legitimate!
    1. Go to Settings > API Keys
    2. Click “Create API Key”> “General API Key”
    3. Name the key whatever you like, and be sure to grant “Full Access” to all features.
    4. Click “Save”
    5. Copy the API Key presented to you on the next screen – this will be the only time it is displayed to you.
  4. Paste the new API Key into the Mail Setup panel.
  5. Click “Save”
  6. Click “Test Email” and then check your email to ensure delivery.



If you want the deliverability of SendMail without having to create an account with an email delivery provider, SMTP is certainly an option. Essentially, setting up SMTP is like setting up email on your phone or Mac Mail/Thunderbird/Outlook, and they are the exact settings you will be using.  There are two downsides to SMTP. The first is that it's complicated – so much so that you are on your own to find the settings you require. We have all the SMTP settings available to you, and you can make changes to them, and keep testing mail by clicking “Test Mail”, but because of the myriad of SMTP clients and different setups that are possible, we can't support them all. If you want to use SMTP, your email hosting company and/or web hosting company can give you any settings you will need. The second downside is similar to PHP's mail() function: all email sent from the server will be – and must be – sent from your inbox's mail account that you setup and the true sender is added as a “reply-to”.

  1. Open your Mail Setup tab in your product. It's under the “Contact” tab.
  2. Choose “SMTP” as your mail provider.
  3. Server Origin Email Address – this must be the real email address of your inbox that you are setting up via SMTP. The name can be any name.
  4. Setup your hostname, port number, security type, authentication, username and password as instructed by your email provider.
  5. Click “Save”
  6. Click “Test Email” and then check your email to ensure delivery.

Instructions for Google Apps / G Suite users:  you will need to follow the direction on this article:

Then go to your Admin Panel, Select “Security” then select “Basic Settings” - then select “Enforce access to less secure apps for all users”.


Message Logging

With the release of these new mail features, your product will log can log all messages sent by the server. Messages older than 90 days will be auto-purged. Email that has been successfully created and sent off the server will have a green checkmark – we have no control over correct delivery. Email that is invalid, or undeliverable will have a red minus symbol.


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