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Send customer-facing email — campaign follow-ups, appointment confirmations, agent invites, scheduled reports, and voicemail notifications — from your own SMTP server, and choose which of those categories Get2Dial can send on your behalf.
This is separate from your own sign-in and password-reset email, which always comes from Get2Dial and is unaffected by this page.

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Before you start

  • You need the Settings capability to edit email delivery. See Roles and permissions.
  • If you want to send from your own domain, have your SMTP host, port, username, and password ready from your mail provider.

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Steps

1

Go to Email delivery

In Settings, select Email delivery.
2

Choose your sender

Turn on Use my SMTP server for customer email to send from your own domain. Leave it off to send customer email from Get2Dial’s address.
3

Enter your SMTP details

Enter the SMTP host, Port, and Security your provider requires (STARTTLS on port 587, TLS/SSL on port 465, or None), plus Username and Password.
4

Set the sender identity

Enter the From address and From name your customers see on outgoing email.
5

Save SMTP settings

Select Save SMTP settings.
6

Send a test email

Enter a recipient address and select Send test. Confirm it arrives before relying on the configuration for real customer email.
7

Choose notification categories

Under Email notifications, turn on each category you want Get2Dial to send: campaign follow-ups, appointment confirmations, agent invites, scheduled reports, or voicemail notifications. Every category starts off, whether or not you’ve configured SMTP. Select Save notifications.

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Verify

A successful test shows Last test succeeded under the SMTP form. A category you enabled under Email notifications takes effect immediately — it sends through your SMTP server if configured, or Get2Dial’s fallback sender if not.

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Common problems

  • The SMTP password field is disabled, with a message about a missing mail encryption key. This is a workspace configuration issue on Get2Dial’s side, not something you can fix from Settings — contact support.
  • Send test is disabled. You have unsaved changes. Select Save SMTP settings first.
  • A category is enabled but customers report no email. Confirm the category’s toggle is actually on — every category defaults off, including after you first configure SMTP.

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Next steps

Roles and permissions

Scheduled reports