You can send custom emails directly from your email address or another admin's email by connecting your Gmail or SMTP (Simple Mail Transfer Protocol) account to Automations. This allows you to send these emails (e.g., booking confirmation emails) using your own email address and continue the conversation within your inbox if the user replies to the automated email.
How do I connect my Gmail?
To connect your Gmail:
From the 'Send email' action, scroll down to 'Send from'
Click on the drop-down menu
Click Connect your email account
Select Gmail
Click Connect
You will be asked to sign in to your Gmail in the next step to complete the sync process
How do I connect my SMTP account?
How do I find my SMTP account Server Details?:
Check with your email service's administrator or IT department.
Follow a support article on connecting to SMTP from the email provider you plan to use (e.g., Yahoo, Microsoft, or your domain’s email provider)
To connect your SMTP account:
From the 'Send email' action, scroll down to 'Send from'
Click on the drop-down menu
Click on Connect your email account
Select Manual SMTP
Click Connect account
To sync your SMTP account to Automations, the following information must be entered:
Host (SMTP Server Address): The URL or IP address of the server that is responsible for outgoing email traffic (i.e. smtp.yourdomain.com)
Port: Commonly used ports are 587 & 465
Username and Password: The login credentials associated with your email account or service being used for sending emails
"From" Email Address: The email address that recipients will see as the sender
"From" Name: The name that will appear alongside the email address in the recipient’s inbox
Note: If using a public email provider (i.e. Outlook, Yahoo, Zoho Mail...etc), the 'mail from' should match the actual email address of the account.
Note: Default Automations will use Optix email to send messages to users and will remain as default Automations if an email is added to the “Send from” field. Emails triggered after this update will reflect the new sender email. Click here to learn more about default emails. |
Note: Email providers limit the number of emails that can be sent daily. For example, Gmail imposes daily sending limits, with free accounts typically restricted to 500 emails per day and Google Workspace accounts up to 2,000 emails per day. Other public email providers, like Outlook, Yahoo, or Zoho, may have similar restrictions.