Learn how to set up Fergus with your email to keep up communication with your customers.
Transcript
Hi everyone. It's Dylan here from the Fergus team. In this video, I'm gonna show you how to set up your SMTP settings with Fergus.
For Gmail, Fergus uses your email by proxy to send emails that look like they are coming from the email address specified. to start with we want to be in settings due to the sensitivity of the setting. You will need to be the master admin user of your Fergus subscription.
To access this from the left hand side, we want to find email. From here you will see three fields that you can populate with email addresses. The first is the default email. This is what Fergus will use to send for any general emails being sent. You can tick the check box underneath to send all emails from this address. Next is the account's email. This is where all your invoices will be sent from, so that you can.
Populate this with the email. You want any invoice in queries to go to Lastly, is the send copy to this is useful to loop in anyone who needs to know about emails being sent out of Fergus. Now we come to the SMTP settings. Fergus recommends that you always use custom SMTP settings. This helps avoid emails. You send going to junk email folders. Firstly, you'll need to input the user name and password for the default email that we input first. Next is the host. The host for Gmail is smtp.gmail.com.
Next is the port. Now, depending on what kind of setup you will have, this will be either 465 if you're using SSL or 587 if you're using T l s. The last step is to save SMTP settings. Fergus will then test your settings and send you a test email. If everything checks out, you will get a notification across the top of the screen advising you.
So what you will notice at the bottom of the page is The check box will automatically sending out your terms of trade. This will send a copy of the client contract that you have set up in Fergus with the initial email you send when contacting a customer for the first time. In some cases, you may need to enable two factor authentication or app specific passwords. Get in touch with our support team on how to set this up.
Thanks for taking the time to watch our video. If you have any questions, please get in touch via support@fergus.com.
Kristie
