Personalized Email Setup –

Before you can use a personalized email for a address, first you’ll need to ensure that the option is enabled within your account.

To do so:

  1. Go to your Account Settings.
  2. Select Server Settings.
  3. Select Outgoing mail. You should now see your email provider’s SMTP server and SMTP port displayed.
  4. Check the box “My outgoing (SMTP) server requires authentication” and select your preferred authentication option.
  5. Click Next to save your changes.

Now that you’ve setup and enabled your SMTP server, you can now connect it with your ServiceWorks account. 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 you’ve reached the Personalized Email screen, enter this information in the fields:

Check the Personalized Email checkbox to ensure this feature is enabled

SMTP server:

SMTP port: 587 (465 & 25 will also work)

Enter From Id: Enter your email address

SMTP username: Your email address

SMTP password: Your password

Check the Is SSL Enabled checkbox (if using SSL)

Once finished, click Save to continue. Once finished with the setup, we recommend sending a test email to ensure the process has been successfully completed

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:
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Phone: 636-220-4363 Ext #1