In simple terms, custom SMTP is a feature that allows you to set up a customized email address that the platform will send mail from. This is yet another step in white-labeling your platform.

2. Clicking Configure will bring up this page:

3. Select any of our available providers then click Next. To demonstrate this functionality, we will select Microsoft 365:

4. From here, you will see that the host and port are pre-filled, meaning there is no action needed for these fields. You will, however, need to ensure that you are providing the correct username and password of your provider:

5. Once you provide the necessary information, you can then create a sender name and sender address. This is what will be displayed to your people when they receive emails from your platform:

6. Once all the fields are correctly filled in, click Next. You will then be brought to the testing page where you can test the connection by sending a test email to any email address you choose. This is where the system will ensure that the information provided is correct to avoid anything being set incorrectly:

7. If there is an error, the Confirm button will be greyed out and you will be directed back to the initial setup page to fix the errors:

8. However, if every previous step was completed fully and correctly and the connection test was successful, the system will send a test email to the email address provided. Double-check to ensure that you have received the email and everything in the test email looks right. Once you have checked and everything looks good, click Confirm to finalize the setup:

9. Upon confirming and completing the setup, you will be brought back to the custom SMTP overview. From here, you can test the connection again, and enable or disable the integration as well:

10. On this page, you will also see two more options upon completing setup:

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