Setup custom SMTP sending

Setting up a custom SMTP server for all outgoing email

Tallyfy lets you set your own SMTP server as a central account to send all emails. This is a substitute for our own email server sending emails from Tallyfy to your coworkers, guests, etc.

The benefits of custom SMTP are:

• All email sends via your own servers. This minimizes the chance of emails being blocked, or being seen as phishing or spam emails by receiving mailboxes.
• It gives you a log of sent items on your end - assuming you log SMTP usage on your servers.
• It uses/applies everything you’ve already set up and configured on your own SMTP servers.

Note

Tallyfy currently requires you to use a single central account like “tallyfy@company.com” instead of individual accounts to send emails. We don’t support individual accounts right now.

Testing your SMTP settings

Curious about how to check if your SMTP settings are correct and working? Here are some recommended tools to test your SMTP connection:

Microsoft Outbound SMTP testing

Visit this link ↗ to test your SMTP connection using Microsoft’s test.

Wormly - test SMTP server

Use Wormly’s SMTP server testing tool ↗ to verify your SMTP server’s functionality.

MXToolbox - super tool and diagnostics

For a more in-depth analysis of your SMTP server, visit MXToolbox’s SuperTool ↗ or use their diagnostic tool at this link ↗.

GMass - test your real credentials

If you’re comfortable with this (seems high risk) - you can try GMass’s SMTP test ↗ where you can input your real username and password to verify your credentials.

Remember, these tools are external and we don’t endorse them. It’s essential to test your SMTP settings before configuring them in Tallyfy for custom email delivery.

Related articles

Integrations > Email and SMTP

Tallyfy offers flexibility by allowing users to integrate their own SMTP servers for email communications instead of relying on the platform’s default email service.

Support > Not Receiving Emails from Tallyfy

A comprehensive guide for resolving email delivery issues in Tallyfy through steps like email verification, notification customization, spam folder checks, IT team involvement, whitelisting domains, and alternative access methods via guest links.

Personal Settings > Manage Email Notifications

Email notifications in Tallyfy can be easily customized through profile settings, allowing users to toggle specific alerts on or off according to their preferences.

Webhooks > Send emails using webhooks

Webhooks can be utilized to automate email sending by connecting to middleware platforms like Zapier, which involves getting a webhook URL, testing the connection, and setting up customized email actions triggered by specific events.