Hotmail and Outlook accounts are hosted by Microsoft. Microsoft has introduced some additional security measures to protect your account that are beyond the typical SMTP connection process and they are set out in this article.
Getting Started: Email Configuration SMTP. Emails can be sent from Pet Sitter Plus in a few ways.
- Through our internal email system (default).
- Through a combination of our internal email system and your business or personal email account (strongly recommended).
- Through your business or personal email account only.
- This step is not essential to use Pet Sitter Plus, but it can provide enhanced functions.
- There is a separate process for Google accounts, please see Connect your Email using Google and Gmail
- SMTP set-up can be a frustrating experience due to the technical nature. If you run into any difficulties, please reach out to our Support team who will be happy to assist you: email@example.com
How Do I Set up SMTP for Microsoft Hotmail/Outlook?
Step 1: Email Options
Navigation: Admin > Settings > Email Settings > Email Options
- BCC All Direct Emails To Company: Turn ON (Optional) to receive a copy of all emails sent via SMTP.
- Send Email From Your Own Account: Turn ON to configure SMTP or Google services.
- Email Configuration Type: Select SMTP.
- Only Use For Direct Emails: Turn ON (Highly Recommended). You should continue to send Invoices and other emails through the internal server.
- Click "Update."
Step 2 Email Configurations
Navigation: Admin > Settings > Email Settings > Email Configuration
Complete the SMTP configuration with your email account details (as in the example below).
- Sender Email: Your Microsoft Hotmail/Outlook email address
- Host: eg. "smtp-mail.outlook.com"
- Username: Your Your Microsoft Hotmail/Outlook email address
- Password: The password for your Microsoft Hotmail/Outlook email account (NOT your Pet Sitter Plus login password)
- Security: Select STARTTLS
- Port: Enter 587
- Click "Test & Update."
Note: Your first attempt at connecting with "Test & Update" will likely fail. This is normal due to the security settings you need to alter on your Microsoft Hotmail/Outlook Account.
Troubleshooting Microsoft Hotmail/Outlook
Step 1: Turn on Two-Step Verification
- In order for Pet Sitter Plus to "talk" to your Microsoft Hotmail/Outlook account via SMTP you need to set two-step verification to “Turn on”.
- See below for instructions on how to do this. To find out more information about 2-step verification, please make sure you are logged into your Microsoft account and click the link below https://support.microsoft.com/en-gb/help/12408
- From your Microsoft account, click the option on the top menu for "Security".
- Next, click the option called "Advanced security options".
- On the "Advanced Security Settings" screen, scroll down to "Additional security" until you see "Two-step verification".
- Click "Turn on".
You will be taken through several steps to verify your devices. Look out for an email from Microsoft to take you through these.
Step 2: Create an app password to use with Pet Sitter Plus
- Under the "Additional security options", you will see "App passwords".
- Click "Create a new app password".
- Microsoft will create a new password for you to use in Pet Sitter Plus.
- Drag across the password with your mouse and right+click to "copy" the password.
Step 3: Add Microsoft generated app password to your Email Configuration
- "Paste" the new password from Microsoft into the "Password" field in the Custom SMTP Configuration.
Retrying to Connect
- Having completed steps 2 to 3 above, click “Test & Update” again and the connection attempt should now succeed.
An email is sent to the address you have stored in the “Email Address” field in Admin > Settings > Company Information.
- You should receive an email with a "Success" message in the subject line to confirm that SMTP is now working.
Tip: Once you have successfully completed the connection, a new option to email your clients in bulk from the Client Search is available, like this:
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