Connecting SMTP
Learn how to connect your email with Picky Assist
SMTP means Simple Mail Transport Protocol the technology behind sending and receiving emails across different email providers, as SMTP is a global standard in sending and receiving messages because of this global standard we are able to send email from our Gmail account to a Yahoo email account as both the company make use of SMTP protocol
Picky Assist allows you to connect any SMTP email provider account as an email channel helps you to send event-based transactional or marketing emails
Kindly note Picky Assist doesn't offer any email delivery services so you must connect to any of the email service providers with Picky Assist in order to send messages
SMTP General Configuration Settings
You need to fill in the SMTP settings in your Picky Assist account under Settings -> Channels -> SMTP https://pickyassist.com/alpha/settings/channels
Click on Connect button as shown below;
You need to fill in the correct information as provided by your email service provider in the popup as shown below;
Channel Name | You can give a name to your email channel which helps you to identify this later |
Channel Icon | Select any channel icon which will show you wherever email channel selection is needed this helps you to identify the channel quickly |
Server/Host | This is where you need to ask your email service provider mostly it will like mail.yourdomain.com or smtp.yourdomain.com you must ask your email service provider for this info |
Port | You need enter the port number from which the email are sending, your email service provider or server admin can give this information |
Username | This will be your email address |
Password | This will be your email login password |
Security Protocal | Your email provider can give this, it could be either SSL or TLS |
Email Encryption | Your email provider can tell whether this setting is to be on or off |
Require SMTP Authentication | If your email provider needs the SMTP to be authenticated then you must check this field |
Connecting your Gmail Account
You can connect your personal or business Gmail account with Picky Assist using SMTP, you need to follow the below guidelines to generate your SMTP settings for Gmail then put them in your Picky Assist account under Settings -> Channels -> SMTP and fill in the below details in the popup window;
Channel Name | You can give a name to your email channel which helps you to identify this later |
Channel Icon | Select any channel icon which will show you wherever email channel selection is needed this helps you to identify the channel quickly |
Server/Host | |
Port | 587 |
Username | Your Gmail address |
Password | Your Gmail address password or app password (we encrypt and store the password) |
Security Protocal | TLS |
Email Encryption | On |
Require SMTP Authentication | Yes |
After filling in the required details click on the "Save" button
Generate Gmail App password
If you want to connect your Gmail account to Picky Assist, you may be required to use an App password instead of an account password.
Create & use App Passwords
If you use 2-Step-Verification and get a "password incorrect" error when you sign in, you can try to use an App Password.
1) Go to your Google Account.
2) Select Security.
3) Under "Signing in to Google," select App Passwords. You may need to sign in. If you don’t have this option, it might be because of below reasons;
2-Step Verification is not set up for your account.
2-Step Verification is only set up for security keys.
You turned on Advanced Protection.
Your account is through work, school, or other organizations.
4) Click App Passwords
5) Login to your google Account
At the bottom,
-> choose Select app and choose the app you using
- > Select device and choose the device you’re using -> Click Generate.
6) Follow the instructions to enter the app password. The App Password is the 16-character code in the yellow bar on your device copy this and click on "Done" you need to use this password with Picky Assist
Testing your Connection
If there are no errors you will get an option to test the connection as shown below;
Click on "Test Connection" and a popup will appear on the screen as shown below where you can enter the email address to send the test email, if required you can edit the email contents or try sending attachments by passing a public url of a file
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