> ## Documentation Index
> Fetch the complete documentation index at: https://docs.get2dial.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Configure customer-facing email

> Send campaign follow-ups, confirmations, and other customer email from your own SMTP server, and choose which categories to send.

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.

<Note>
  This is separate from your own sign-in and password-reset email, which always comes from
  Get2Dial and is unaffected by this page.
</Note>

## Before you start

* You need the **Settings** capability to edit email delivery. See
  [Roles and permissions](/account/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.

## Steps

<Steps>
  <Step title="Go to Email delivery">
    In **Settings**, select **Email delivery**.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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**.
  </Step>

  <Step title="Set the sender identity">
    Enter the **From address** and **From name** your customers see on outgoing email.
  </Step>

  <Step title="Save SMTP settings">
    Select **Save SMTP settings**.
  </Step>

  <Step title="Send a test email">
    Enter a recipient address and select **Send test**. Confirm it arrives before relying on
    the configuration for real customer email.
  </Step>

  <Step title="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**.
  </Step>
</Steps>

## Verify

<Check>
  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.
</Check>

## 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.

## Next steps

<CardGroup cols={2}>
  <Card title="Roles and permissions" href="/account/roles-and-permissions" />

  <Card title="Scheduled reports" href="/reports/scheduled-reports" />
</CardGroup>