Email and SMTP Configuration Guide

Email and SMTP Configuration Guide

Applies To: [ All Licenses ]

Overview

This article explains how to configure outbound email and SMTP settings on your storefront so that transactional emails — order confirmations, password resets, and contact notifications — are delivered reliably.


How Email Works in the Software

The Software sends transactional emails for events such as:

  • Order confirmation (to customer and admin)

  • Order status changes

  • Password reset requests

  • Contact reminder notifications

  • Quote notifications

By default, outbound email uses the platform's shared mail infrastructure. For better deliverability and branding control, configuring your own SMTP server or a dedicated sending domain is strongly recommended.


Configuring SMTP

  1. Log in to your administration panel at admin.yourwebsiteaddress.com.

  2. Navigate to Settings > Email Settings or Settings > Company Information (location varies by version).

  3. Locate the SMTP configuration fields.

  4. Enter your SMTP server details:

Field

Description

Field

Description

SMTP Host

Your mail server address (e.g. smtp.yourdomain.com or a provider like smtp.gmail.com)

SMTP Port

Typically 587 (TLS) or 465 (SSL)

SMTP Username

Your email account username

SMTP Password

Your email account password or app-specific password

From Name

The sender name customers will see

From Address

The email address the mail is sent from

  1. Click Save.

  2. Send a test email to confirm delivery.


DNS Configuration for Email Deliverability

For reliable email delivery and to avoid spam filtering, configure the following DNS records for your sending domain:

SPF Record:
Add a TXT record to your domain's DNS that authorizes your mail server to send on behalf of your domain. Example:
v=spf1 include:yourmailprovider.com ~all

MX Records:
Ensure your domain's MX records point to your mail server if you are using your own domain for sending. For configuration instructions see Set Up MX Records - CAUTION.

DKIM and DMARC:
If your mail provider supports DKIM signing, enable it. Add a DMARC TXT record to further protect against spoofing.


Adding and Managing Email Addresses

  1. Navigate to Settings > Add/Edit Email Addresses.

  2. Add the email addresses that should receive admin notifications (e.g. new order alerts).

  3. Set the primary "From" address used for customer-facing emails.

See Add/Edit Email Addresses.


Notes / Tips

  • If using Gmail as your SMTP provider, you will need to generate an App Password rather than using your standard Gmail password. Standard passwords are blocked for third-party SMTP use.

  • Always test order confirmation emails after any SMTP change to ensure customers are receiving them.

  • If emails are landing in spam, check SPF, DKIM, and DMARC records for your sending domain.


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