Setting Up Your Personalized Email with Gmail
To begin, click on the cogwheel in the toolbar to open up the Configurations Tab and navigate to Notification -> Personalized Email
In the Personalized Email menu, you’ll have the following options available for enabling your personalized email account:
Once here, enter the following information to fill out the fields:
- Check the Personalized Email checkbox to enable this feature within your ServiceWorks Account
- SMTP Server Address: smtp.gmail.com
- Port: 465 (Note: You can also use port 587 if you receive an error message when setting up.)
- Email From Id: enter your email address
- SMTP User Id: enter your email address again
- SMTP Password: This is a password that will need to be generated from within your Gmail account. Use the instructions in the following section to create your password:
- Check the Is SSL Enabled checkbox
Creating Your SMTP Password
Start by going to https://myaccount.google.com/u/1/security and make sure your two-step verification is on. If it has not been setup yet, please follow the instructions on how to do so [HERE]
First, start off by navigating to the security page within your Google account.
Next, type in “App Passwords” into the search bar. Once you have, click on the App Passwords icon from the list that appears.
Now, enter a name for the password you’d like to create. We recommend using something along the lines of ‘Mail’ or ‘ServiceWorks’ that will distinguish this password from others. Once finished with naming, click Create
Upon clicking the create button, a password will be generated. Copy and paste this password into the SMTP Password section in ServiceWorks and click Save
Note: When entering your generated password into ServiceWorks, be sure to omit the spaces between the characters. The system will allow for the spaces to be verified as correct, but it will not function correctly.
Creating SMTP Password with Google Workspace
To apply the setting to everyone, leave the top organizational unit selected. Otherwise, select a child organizational unit or a configuration group.
Check the Allow users to turn on 2-Step Verification box.
Select EnforcementOff.
Click Save. If you configured an organizational unit or group, you might be able to either inherit or override a parent organizational unit or unset a group.
Now, navigate to the security page within your google account
Next, type in “App Passwords” into the search bar. Once you have, click on the App Passwords icon in the list that appears
Now, enter a name for the password you’d like to create. We recommend using something along the lines of ‘Mail’ or ‘ServiceWorks’ that will distinguish this password from others. Once finished with naming, click Create
Upon clicking the create button, a password will be generated. Copy and paste this password into the SMTP Password section in ServiceWorks and click Save
Once finished with the setup, we recommend sending a test email to ensure the SMTP process has been enabled correctly. You will need to log out of ServiceWorks as well as close any open ServiceWorks tabs to complete the setup process
Need More Assistance?
Contact us:
Use the chat bubble on our site here
Email: support@service.works
Phone: 636-220-4363 Ext #1
