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Send email from your own domain

How-to8 minPractitioner

Mail setup decides who workflow emails come from. Add your mail server, add a sender such as support@yourcompany.com, and send a test. Every workflow in the workspace can then use that sender.

The Mail setup page with three counters, a Senders list that starts with Beezr Notifications, and a Mail servers list.
    The counters show how many senders work, how many need attention and how many mail servers you have.
    Senders are the addresses workflows send from. Beezr Notifications is built in and needs no setup.
    Mail servers is where Beezr connects to send. One server can serve many senders.
  1. Open Account settings and choose Mail Setup.
  2. Under Mail servers, click Add server.
  3. Pick your provider: Microsoft 365, Google Workspace, Amazon SES, SendGrid or Other for any SMTP server. The preset fills in the host, port and encryption.
  4. Type a Server name that you will recognise, such as Microsoft 365.
  5. Check the Host and Port. Pick the Encryption: STARTTLS (usually port 587), SSL/TLS (usually port 465) or None (a relay inside your network, usually port 25).
  6. Click Add server.
  1. Click Add mail client.
  2. Under Sender, type a Display name, which recipients see in their inbox, and the Email address.
  3. Under Mail server, pick the server, or choose New server… to set one up on the spot.
  4. Under Sign-in, use the mailbox’s own password, or choose Use a different username for a service account. Type the password.
  5. Click Add mail client.

Each provider needs one thing set on its side:

ProviderWhat to use
Microsoft 365The mailbox address and password. Allow Authenticated SMTP for the mailbox in the Microsoft 365 admin center.
Google WorkspaceAn app password, created at myaccount.google.com › Security › App passwords
Amazon SESYour SES SMTP credentials. The sender address must be verified in SES.
SendGridThe username apikey and your SendGrid API key as the password. The sender must be a verified sender.

In the sender’s Check it works section:

  • Check reaches the server, secures the connection and signs in. Nothing is sent.
  • Send test also delivers a message. Type the address under Send the test to first.

A sender’s tag then reads Working, or says what went wrong, for example Sign-in failed or Encryption mismatch. Check all tests every sender at once.

Open an email step and pick the sender in its From field. Beezr Notifications is always on the list.

Check yourself

What does Check do?
Show the answer

Connects to the server and signs in, and sends nothing. Check connects and signs in. Send test also delivers a message.

Where do you choose the sender for a workflow email?
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In the email step's From field. Mail setup lists the senders, and the email step's From field picks one.

What's next

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