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Connect & Manage Email via SMTP

Add your email account to Postsale using SMTP

Updated January 6, 20261 min readThird-Party Integrations

Keep your customers in the loop with customized emails that build trust and loyalty. With Postsale, you can send emails using Postsale's built-in email functionality and templates. You can also connect your email account via SMTP and/or your SendGrid account to use your own email addresses and personalized, branded templates.

In this article, we'll focus on how to add your email account to Postsale using SMTP.

Before We Begin

  • Integrating your email using SMTP is a premium feature requiring a Thrive or Soar billing plan. Learn more about managing your Postsale account in our Frequently Asked Questions.
  • To add your email account to Postsale you will need:
    • The SMTP host address
    • The Port used by your email host
    • To specify whether you are connecting via TLS or SSL security
    • Your email account's username and password (Needed if your email server requires authentication.)

Connect Your Email Account

  1. Go to Settings.

  2. Select Account Settings.

  1. Select Integrations from the left-side menu.

    The integrations link is being clicked in the account setting, left-side menu.
  2. Select SMTP.

    The SMTP tile is being clicked.
  3. Enter the following information and specify whether your email host uses TLS or SSL security.

  • From Name
  • From Email Address
  • Host
  • Port
The from name, email address, host, and port have been entered in the SMTP setup screen.
  1. If your server requires authentication, check the Server requires authentication checkbox. Then, enter the Username and Password. Click Save.

    Security is enabled and the username and password are entered.
  2. (Optional) Click the Send Test Email button to test your email setup. A test email will be sent to the email address you entered in the From Email Address field in step 5.

    You will be notified whether the email was sent successfully or failed to send.

    Popup indicating that the test email was sent successfully.
  3. Click Close. Your email address has been added to Postsale and is indicated with a green arrow in the SMTP tile.

    The SMTP icon indcates that an account has been added with a green checkmark.

Manage Your Email Account Settings

Need to update your email account settings? Here's how:

  1. Go to Settings.

  2. Select Account Settings.

  1. Select Integrations from the left-side menu.

    The integrations link is being clicked in the account setting, left-side menu.
  2. Select SMTP.

    The SMTP icon indcates that an account has been added with a green checkmark.
  3. Update the information you need to update. Then, click Save.