Go back to page
Project Basics
  • Getting Started!
    • Building CX Surveys
    • CX Metrics
      • CX Dashboard
        • CX Dashboard Settings
          • Analyze your drivers
            • Good to know
              • Getting Started!
                • Assessment Question types
                  • Score and more
                    • Quiz participation
                      • Get Results
                      • Introduction to Poll
                        • Build your Poll
                          • Launch your Poll
                            • Analyze your Poll
                              • Build Project
                                • Project Style
                                  • Launch Project
                                    • Analyze Project
                                      • Account Settings
                                        • Good to Know

                                          Use Your Mail Server

                                          By default, all emails are sent using Sogolytics’s mail servers, but you can choose to send them through your mail servers, too.

                                          You may use your mail servers when participants are not able to receive emails from an outside server. However, when using your own mail servers, you will not be able to track who the emails have been delivered to.

                                          To configure your mail server to send emails, follow the steps listed below:

                                          1. Click on your account initials in the top right corner, then choose Account Settings from the dropdown menu.
                                          2. Click Outbound Email Settings from the menu on the left.
                                          3. Click on “Click here to send from your own mail server”.
                                          4. Click Edit.
                                          5. Configure Server Settings.

                                            • Outgoing Mail Server(SMTP): Provide details of the outgoing mail server, i.e. SMTP details provided by your company or the third party tool used for sending invites.
                                            • Port: This represents the port number for the outgoing server provided by your company or the third party tool used for sending invites.
                                          6. Specify Login Information
                                            • Account Name/Password:The account name entered below should exist on the outgoing mail server. Some users have an email address as their account name while others use the name before the ‘@’ sign. Review details with the email account administrator for accurate information.
                                          7. Email Confirmation
                                            • Email Address: The Email Address provided here receives the first email letting you know that the email relay has been configured. You must authenticate the relay settings for activating the setup using the activation link provided in the email.

                                          Learn more about best practices in email delivery.