You can send custom emails directly from your email address or another admin's email by connecting your Gmail, Exchange/Outlook or Manual 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.
Ways to Connect an Email Account
There are two ways to connect your email accoutn to Automations.
Option 1: From your Account Settings
Click your profile icon (bottom left corner) of the admin dashboard
Go to Account > Settings
Click Email account connections
Select Connect account
Choose Gmail, Exchange/Outlook or Manual SMTP, then follow the connection steps
Option 2: From within an Automation
Go to Manage > Automations
Select or create a workflow
From the 'Send email' action, scroll down to 'Send from'
Click on the drop-down menu
Click Connect your email account
Select Gmail, Exchange/Outlook or Manual SMTP, and follow the prompts
How do I connect my Gmail?
To connect your Gmail:
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 Microsoft Exchange or Outlook account?
To connect your Microsoft Exchange or Outlook:
Click Connect your email account
Select Exchange/Outlook
Click Connect
You will be asked to sign in to your Exchange/Outlook account 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.