📧 How to Set Up an Outgoing Email Server in HostedSuite

HostedSuite allows you to configure a custom outgoing email server to send system-generated notifications such as missed call alerts, scheduled reports, and other updates. This guide walks you through the setup process.

🔧 Steps to Configure the Outgoing Email Server

1. Go to Settings

   • In the sidebar, click Settings.

   • Select System under the Settings section.

2. Open the Email Tab

   • Click on the Email tab at the top of the page.

3. Fill in Email Details

   • Email Address: The “From” address used in outgoing system emails (e.g., [email protected]).

   • Display Name: The name shown to recipients (e.g., Evo Notification).

   • Reply to Email Address: (Optional) Add a reply-to address if replies should go somewhere specific.

   • Email Notification Subject: Default subject line for outgoing system notifications (e.g., Notification).

4. Set Up the Server

   • Server: Select Custom from the dropdown.

   • Expand the Server section, and enter the following details:

     • Outgoing Server (SMTP): e.g., smtp.sendgrid.net

     • Port: Common SMTP ports are 587 (STARTTLS), 465 (SSL), or 25.

     • Encryption: Choose your encryption method — None, SSL, or TLS.

     • Start TLS: Enable this option if your provider requires TLS encryption.

     • User Name: The SMTP username (e.g., apikey for SendGrid).

     • Password: Your SMTP password or API key.

5. Add Email Signature (Optional)

   • Click to expand the Email Signature section if you want to include a default signature for all outgoing emails.

6. Click Save

   • Once completed, click the Save button at the bottom to apply your changes.

💡 Tips and Reminders

• Use Your Provider's SMTP Info:
  If you're unsure what SMTP server address, port, or login credentials to use, these settings are provided by your email service provider (e.g., Google Workspace, Outlook/Microsoft 365, SendGrid, Zoho Mail). Check your provider’s documentation or contact their support.

• No SMTP? Use HostedSuite’s Default:
  If you don’t have an SMTP server, you can choose to use HostedSuite’s internal email server instead. This is useful for simple notifications and quick setup without third-party configuration.

• Test Before Going Live:
  Once configured, send a test notification to confirm everything is working. Make sure notifications don’t land in spam folders.

📬 Need Help?

If you run into issues or need additional assistance:

• 📞 Call: 888-950-5155

• 📩 Email Support: [email protected]

• 📝 Submit a Ticket: https://evo.tech/new-ticket/