Gmail SMTP Email Setup

Owned by Emily Broom
Last updated: May 30, 2022 by Roly Birkwood
2 min read

The eKeeper system allows a user to added their Gmail email account details, in order to send out-bound emails from the CRM, via your Gmail email server. This is done by using the Gmail SMTP details, which allow a third party (EKeeper) connection.

WARNING:

Gmail has a default setting held on their account, which limits the the total number of emails sent from a third party to 250 per day.

If you require more than this limit, please contact Gmail.

To setup your details, please follow the steps below:

  • Go to System Settings.

  • Edit Your Details.

  • Navigate to the ‘Email Setup’ panel.

  • Email Reply Address: Enter you email address.

  • SMTP Server: Enter your port number, typically this would be 587.

  • SMTP Username: This would normally be your email address.

  • SMTP Password: This would normally be the password you would use to log-in to your Gmail account.

  • SMTP Security: Place a tick in the enable TLS box.

Below is an example of how your entered information would look:

NOTE:

If you cannot see the ‘Email Setup’ panel against your user profile, the following user permission will need to be enabled against your user group:

  • Can Maintain OWN email server details

OR you will need to ask a user who does have this permission enabled to make these changes.

Common Issues

When using Gmail as your email provider then there are a few common issues you might run into.:

2 Factor Authentication:

If you use 2 factor authentication on your Gmail account then you will need to enable use something called an App Password. Here is a guide from Google on how to set up App Passwords on Gmail. Once you have created an app password you will need to use this as your SMTP password in your user details (Here is our guide on Setting up Your Outgoing Emails).

Less Secure Apps:

Once of the most common issues people run into is Gmail blocking the integration due to a setting called Less Secure App Access. Here is a guide from Google on how to enable Less Secure App Access if it is blocking you from using the email integration.

Captcha Issues:

If an error message appears telling you to log into Gmail directly then this is because Gmail is trying to display something called a captcha which unfortunately the eKeeper system isn’t able to display. To resolve this issue navigate to this link https://accounts.google.com/b/0/DisplayUnlockCaptcha and click “Continue”. This will remove the captcha requirement for 10 minutes allowing you to set up the integration and send a test email, after sending one email you won’t need to use the link or do a captcha again.