Private Email Server Settings for Notification and Confirmation Emails

Add Email Server Settings to your account to allow you to use your Email Server to send Notification and Confirmation Emails from your Formstack Forms.

This is an excellent way to help ensure email receipts and customize the sending email address. This feature puts your email server in control of these emails and will be effective for all forms across your account.

Configure Email Settings

Access email settings from the avatar Icon at the top-right corner of your screen when logged into an administrator user account. In the menu dropdown, choose 'SMTP Settings’ to be redirected to the settings shown below:

 

To turn this feature on, fill out all fields in the SMTP Settings. This will require you to provide the ‘Email From’ Value, SMTP Host Address, SMTP Port Number, SMTP Username, and SMTP Password.  

 

‘Email From’ Value

This is the email address that will be used to send the Notification/Confirmation Emails from your server. You may still add email addresses in each Form's Notification/Confirmation Email Settings that will be used as the "Reply-To" email address. All emails will be sent from the email address specified in this setting.

 

SMTP Host Address

This is the Address of your outgoing email (SMTP) server. You may need to contact your Email Server Administrator/Provider for this information.

Note: We require that you use an SSL/TLS enabled email server

 

SMTP Port Number

The Port Number ensures that your email makes it to the right server. Most SMTP servers with SSL/TLS enabled use port 465 as a default, but you will need to contact your Email Server Administrator/Provider to ensure that you have the correct Port Number.

Note: Formstack does not support sending over Port 25 since it's unsecured and does not support either SSL or TLS, which we highly recommend. If possible, we recommend using either Port 485 or 587 depending on your SMTP settings.

 

SMTP Username/Password

These are the credentials with which we will authenticate to your server and send these emails. They sometimes can be the same as the login for your POP/IMAP account that you'd like to use; this information will need to come from your Email Server Administrator/Provider to ensure accuracy. You may update the password right here if there are ever changes to the password.

We understand that some SMTP don't require a username or password. Some simply require the whitelisting of an IP Address to allow relaying. Those IP Addresses are:

52.71.30.102 (original existing IP)
3.227.148.190 (new)
44.196.66.47 (new)
54.69.216.81 (new)
52.37.95.20 (new)
52.24.103.36 (new)

Additionally, you may need to whitelist our domain: appmail.formstack.com.

 

With all this information, you can toggle the switch at the top left of the SMTP Settings to enable this feature.
 

 

Please Note: These settings do not validate with your SMTP server and will allow you to turn this feature ‘on' even with incorrect information entered. If you enter incorrect information all emails from your Form will fail to send. Please check with your Email Server Administrator / Provider to get the correct information for each setting.
 

Microsoft 365

To authenticate using OAuth for Microsoft 365, follow the steps below: 

Note: To access the SMTP Settings page, you'll want to select your avatar Icon at the top-right corner of your screen when logged as an administrator user account and then select the option underneath. 

Step 1: Select Microsoft 365 from your drop-down



Step 2: Login using your Microsoft 365 account




Step 3: Accept the Terms of Use



Step 4: Toggle on your SMTP settings as shown below



Please Note: The email "from" address is set by Microsoft and will only pull into the setup within Formstack from Microsoft. We do not allow that address to be changed within our app and any changes to that address need to be adjusted within your Microsoft settings. 
 

Google OAuth

To authenticate using OAuth for Google, follow the steps below: 

Note: To access the SMTP Settings page, you'll want to select your avatar Icon at the top-right corner of your screen when logged as an administrator user account and then select the option underneath. 

Step 1: Select Google OAuth from your SMTP Authentication Method drop-down



Step 2: Login using your Google account



Step 3: Accept the Terms of Use


Step 4: Toggle on your SMTP settings as shown above 


 

Troubleshooting Tips

• If you are using Google Mail for your email and have 2-Step Verification set up on your account you will need to create an App Password in order to verify the account and complete the setup. For more details on this please review this help article from Google about setting up App Passwords
• If you are not using 2-Step Verification and you're still unable to set up your Gmail mail server, you may need to turn on End User Access as well as "Less Secure Apps" access. 
  •   Ensure that Less Secure App Access is enabled at the Admin level.
  • Create the account that you want to use for Formstack's SMTP
  • Ensure that 2FA is not enabled for the account you wish to use for Formstack’s SMTP settings.
  • After you have checked 2FA, log into the account you wish to use for Formstack’s SMTP Settings, and click this link.  Here, toggle on Turn on Less Secure App Access. 
  • Log into Formstack and navigate to SMTP Settings from the avatar dropdown.
    • If you are a Formstack for Healthcare Account, you must use port 587 as this port is for TLS/STARTTLS
  • Test your settings to receive a test email.
  • If still unable to receive emails, you may need to white-list Formstack's Email IPs and the mail domain: appmail.formstack.com.
• If you are not receiving emails, please reach out to Support. Depending on the issue, we might receive an error message from your email server that we can check in our logs.
• If you are having trouble getting the emails to come through, it may help to whitelist our outgoing IP Addresses. (Please Note: These IP Addresses are specific to having your Email Settings "Enabled", this will not help with email deliverability otherwise).