Bring Your Own SMTP Public Beta

Bring your own SMTP allows you to use your own mail server for RepairShopr email.

Table of Contents

Setup
Reference Links
Troubleshooting

 

Setup

Important note: Marketr statistics do not work if SMTP is enabled on an account. They only work when using our email provider.

Note before you get started: You need to have a Mailbox configured for SMTP to work. Head here for more info.

To get started, head to Admin > Emails (Scroll all the way down to the bottom) > SMTP.

Once you click on SMTP, you will need to check the box to use your own server and enter the details in the fields below the checkbox:

Before moving to the next step, take note of the selected outbound email being used from the Mailbox to verify it's the one you want to use.

In this example highlighted below, the Current Outbound Mailbox still needs to be setup with a custom address.

 

After entering your credentials click the Test button to verify everything is working.

You will be prompted with a message letting you know to check your user email for the test message. Once you have verified you have received the message, you can click 'Save' to begin using the SMTP server. 

Reference Links

Please use the following links for help on setting up different email servers. 

Google: https://support.google.com/mail/answer/7126229?visit_id=636820612370987146-2587965241&hl=en&rd=1

IMPORTANT IF USING 2FA: You will need to use an Application Password

Office 365: https://support.office.com/en-us/article/server-settings-you-ll-need-from-your-email-provider-c82de912-adcc-4787-8283-45a1161f3cc3

Microsoft Best Practices:

https://docs.microsoft.com/en-us/Exchange/mail-flow-best-practices/how-to-set-up-a-multifunction-device-or-application-to-send-email-using-office-3?redirectSourcePath=%252farticle%252fHow-to-set-up-a-multifunction-device-or-application-to-send-email-using-Office-365-69f58e99-c550-4274-ad18-c805d654b4c4#Howtodirectsend

Troubleshooting

We recommend your first step in troubleshooting is to head to Admin > Status Dashboard > SMTP to view any errors that may be occurring. The troubleshooting section of this KB is still growing so if you see an error that isn't listed, please write support and we'd be happy to assist.

The BYO SMTP feature is your outbound email method once activated. This means all email to your customers/clients will use this feature.

Example: Ticket Comment Emails, Invoice Emails, Estimate Emails, etc.

BYO SMTP will not send RepairShopr Notification emails to your techs. Those will be sent by RepairShopr still.

Example: "New Lead Created" Notification, "Someone replied to my ticket" Notification, etc.

If your username is not in an email format, such as those using Amazon Simple Email Server, the domain name becomes a required field and must be entered for SMTP success. 

 

Send As DENIED exception error: The SMTP username does not have permission to send from the outbox mailbox address. To fix - make sure the SMTP credentials have permission to send email email from the outbound mailbox.

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