# SMTP Maintenance Setup

* [General SMTP Setup](#smtpmaintenancesetup-generalsmtpsetup)
* [Test your SMTP](#smtpmaintenancesetup-testyoursmtp)
  * [Google SMTP](#smtpmaintenancesetup-googlesmtp)
  * [SendGrid SMTP](#smtpmaintenancesetup-sendgridsmtp)

***

## General SMTP Setup <a href="#smtpmaintenancesetup-generalsmtpsetup" id="smtpmaintenancesetup-generalsmtpsetup"></a>

Go to **Admin → Plugins → SMTP Maintenance**

*Click* on the <mark style="color:green;">**green**</mark>**&#x20;+** button. (See image) to add a new mail server.

<figure><img src="/files/xUOCREFMsDiQeqA0Sa7C" alt=""><figcaption></figcaption></figure>

When you click on the <mark style="color:green;">**green**</mark>**&#x20;+** a dialogue box will appear. That is where you will fill out the credentials for the server and *click* **Create**.

<figure><img src="/files/DEVvhsrVp9mjVmpTni0q" alt="" width="371"><figcaption></figcaption></figure>

{% hint style="info" %}
**Host Name**, **Username**, **Password**, **Port Number** and **SSL settings** will all be provided by your SMTP host. Typically these values can be found with a quick Google search
{% endhint %}

## Test your SMTP <a href="#smtpmaintenancesetup-testyoursmtp" id="smtpmaintenancesetup-testyoursmtp"></a>

Now you will be able to test your **SMTP Account** right away to make sure the credentials are correct and that it is running how it should be.

To do this you will *click* on the **Envelope** Icon.

<figure><img src="/files/Ns0631l2TvMlbG6bKLKr" alt=""><figcaption></figcaption></figure>

Once the **envelope** is open it will display another window. There you will *enter* in your *email address*.

<figure><img src="/files/LbyNNbF6H8rdOUAqK9Ac" alt=""><figcaption></figcaption></figure>

Once you've entered your email then *click* on **‘SEND TEST’**. This is going to let you know whether it was successful or not. You will see the results by scrolling down to the bottom (see image).

<figure><img src="/files/fVdL6MNXZ8kW5hmKVX1Y" alt=""><figcaption></figcaption></figure>

Note: *If it does **NOT** read **"SUCCESSFUL"**, chances are there is something wrong with the credentials.*

{% hint style="info" %}
**SMTP Port 25 Hosts**

Certain SMTP hosts may instruct to use port 25.  Occasionally, the SMTP connection will be unsuccessful, even with correct setup and credentials. In that event, try using port 2525 instead.
{% endhint %}

***

### Google SMTP <a href="#smtpmaintenancesetup-googlesmtp" id="smtpmaintenancesetup-googlesmtp"></a>

{% hint style="warning" %}
Google revokes your app passwords when you change your Google Account password. To continue to use an app with your Google Account, create a new app password.
{% endhint %}

#### Step 1: Enable Two-Factor Authentication (2FA)

App Passwords are only available when **2-Step Verification** is enabled on your Google account.

1. **Go to Google Account Settings**
   * Visit [myaccount.google.com](https://myaccount.google.com/).
2. **Enable 2-Step Verification**
   * Navigate to **Security** from the left-hand menu.
   * Under **"How you sign in to Google"**, click **2-Step Verification**.
   * Follow the steps to set up 2-Step Verification using your phone number or an authenticator app.

#### Step 2: Generate an App Password

1. **Access App Passwords**
   * In the **Security** section, under **"How you sign in to Google"**, look for **App Passwords**.  If not available then use the ‘Search Google Account’ search bar to find it.
   * If prompted, re-enter your Google account password.
2. **Generate a New App Password**
   * Under **"Select the app and device you want to generate the app password for"**, choose:
     * **App**: Select the app you're using (e.g., Mail).
     * **Device**: Select the device you're using or choose **Custom** to enter a name.
   * Click **Generate**.
3. **Copy the App Password**
   * A 16-character password will appear. Copy it to use in Step 3.
   * Click **Done**

#### Step 3: Use the App Password in SMTP Maintenance

Host Name: [smtp.gmail.com](http://smtp.gmail.com/)\
Username: <your-gmail-address@gmail.com>\
Password: the 16-character password from Step 2\
Port: 587\
Use SSL: Enable\
Type: STARTTLS

***

### SendGrid SMTP <a href="#smtpmaintenancesetup-sendgridsmtp" id="smtpmaintenancesetup-sendgridsmtp"></a>

<figure><img src="/files/uef1GqWWGnP0g92ht2U8" alt="" width="563"><figcaption></figcaption></figure>

**Host Name:** [smtp.sendgrid.net](http://smtp.sendgrid.net)

**Username**: apikey (Not your actual API key- type in “apikey”)

**From Email**: the address associated with this SMTP Profile

**password**: API key from SendGrid


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://help.checkoutchamp.com/crm/plugins/smtp-maintenance/smtp-maintenance-setup.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.