EMS | Email Settings

EMS | Email Settings

Description


This guide will help you to diagnose and resolve email settings you may be experiencing. 


Email settings are managed by your IT provider and they will be the ones to assist with obtaining updated settings if required.


Our software currently uses SMTP Basic Authentication to send emails. 

Resolution


Where are my email settings?

Email settings can be found within Manager (or Administrator for Multi-Site Properties)

  1. Log into Manager (or Administrator)
  2. Select General Menu > Site > Site Settings
  3. Select Email Settings

Here you will see your SMTP settings and any authentication which is setup. 

You can test the email settings present by clicking Test Settings


If there is an error with the email settings, it will present you with the response we receive from your email server. 

 

NOTE: It is important to note that port 465 does not always work so we recommend using port 587 or 25. 

If you are using our Cloud Environment, you will need to use port 587 as port 25 is blocked. 

You may also need our Static IP Address - Please ask our support team for this if required. 



Office365 - Diagnosing Issues

Default Settings; 

Hostname: smtp.office365.com 

Port: 587

Username: <Email Address>

Password: <Password> OR <AppPassword>

If you use Office 365 please see below general errors we often see and their resolutions; 


Invalid Credentials / Log on error; 

This will be due to the password being incorrect or the account being used has 2FA enabled. 


2FA Disabled; 

Please ensure that SMTPAUTH is enabled on the email account and update the password as required. 

Information on how to re-enable SMTPAUTH can be found here; https://learn.microsoft.com/en-us/exchange/clients-and-mobile-in-exchange-online/deprecation-of-basic-authentication-exchange-online or https://learn.microsoft.com/en-us/exchange/clients-and-mobile-in-exchange-online/authenticated-client-smtp-submission


2FA Enabled; 

Please ensure that SMTPAUTH is enabled on the email account; 

Information on how to re-enable SMTPAUTH can be found here; https://learn.microsoft.com/en-us/exchange/clients-and-mobile-in-exchange-online/deprecation-of-basic-authentication-exchange-online or https://learn.microsoft.com/en-us/exchange/clients-and-mobile-in-exchange-online/authenticated-client-smtp-submission


You will also need to create an App Password for the email account and enter this into the Premier/Journey settings. 

Information on how to create APP Passwords can be found here; https://support.microsoft.com/en-gb/account-billing/manage-app-passwords-for-two-step-verification-d6dc8c6d-4bf7-4851-ad95-6d07799387e9


Invalid HELO / Server Timeout Error

This will be that the server / device IP is not whitelisted on the tenant. Please find out the device trying to send out emails and whitelist this in your tenant. 

If you use our cloud environment, please contact our support team for the IP Address. 


G-Suite - Diagnosing Issues

Default Settings; 

Hostname: smtp.gmail.com

Port: 587

Username: <Email Address>

Password: <Password> OR <AppPassword>


If you are using G-Suite / Google Mail, please see below general errors we often see and their resolutions; 


Invalid Credentials / Log on error; 

This will be due to the password being incorrect or the account being used has 2FA enabled. 


2FA Disabled; 

Please ensure that "Less Secure Apps" is enabled on the email account and update the password as required. 

Information on how to re-enable "Less Secure Apps" here; https://support.google.com/a/answer/6260879?hl=en


2FA Enabled; 

Please ensure that "Less Secure Apps" is enabled on the email account; 

Information on how to re-enable "Less Secure Apps" here; https://support.google.com/a/answer/6260879?hl=en


You will also need to create an App Password for the email account and enter this into the Premier/Journey settings. 

Information on how to create APP Passwords can be found here; https://support.google.com/accounts/answer/185833?hl=en



Sendgrid - Diagnosing Issues

Default Settings; 

Hostname: smtp.sendgrid.net

Port: 587

Username: apikey

Password: <api password generated by sendgrid>


Invalid Credentials / Log on error; 

This will be due to the password / api password not being correct. You may need to re-create this in your Sendgrid account or contact your email administrator for assistance. 


Invalid HELO / Server Timeout Error

This will be that the server / device IP is not whitelisted on the tenant. Please find out the device trying to send out emails and whitelist this in your tenant. 

If you use our cloud environment, please contact our support team for the IP Address. 

https://docs.sendgrid.com/for-developers/sending-email/integrating-with-the-smtp-api


GoDaddy Assistance: https://uk.godaddy.com/help/server-and-port-settings-for-workspace-email-6949


If your email provider is not listed, you may need to escalate this internally with your IT for additional assistance. 


Please do not hesitate to contact our support team if you have any questions or require assistance testing the connections. 

    • Related Articles

    • EMS | Creating and Sending Emails

      Description Creating Templates and Configuring your System Technical Information In all installations there will be a degree of technical setup required in order for the integrated email merge facility to function. The level of complexity will depend ...
    • EMS | Membership Settings

      Description Site settings in the general menu provides the ability to set rules and defaults which can be applied when creating or managing memberships. Before creating new members, you will need to ensure that you have configured the settings. ...
    • EMS | Staff Setup

      Description Staff are team members which can be created in the system, which can then be made available for appointments or assigned to transaction for commission and performance. The "Staff Setup" is used to define the individually staff members ...
    • EMS | Bank Setup

      Description Bank setup is created to enable the user to allocate bank details to a staff member or directly onto a client card when a member wishes to pay for their membership using Direct Debit. Bank Setup In "Administrator" or “Manager” click onto ...
    • EMS | Facility Setup

      Description Facilities are bookable areas which can be booked individually or associated with a staff member. An example of the two options available are a tennis court is booked by a client and they are able to use the court unsupervised, or a ...