# Connect email

**Navigation:** **Others → Email Notification**

The **Email Notification** feature allows you to connect your email to receive notifications for new requests and send offer emails to your customers seamlessly.

***

### **Purpose**

* Receive **email notifications** for every new quote request.
* Send **offer emails** directly to your customers from your connected email account.

***

### **Steps to Configure Email Notification**

1. **Access the Email Notification Settings**
   * Go to **Others** in the navigation menu.
   * Select **Email Notification**.
2. **Connect Your Email**
   * Choose the type of email account you want to connect.
   * Options may include popular email services or custom email configurations.
3. **Complete Email Setup**
   * Follow the instructions to authenticate and connect your email account.
   * Once connected, you will enable the ability to:
     * Receive notifications for every new request submitted to your store.
     * Send professional offer emails directly from your connected account.your 

If you're using Gmail, select [Sign in with Google](#1.-sign-in-with-gmail) (or Gmail [SMTP](#2.-gmail-smtp) while it's not recommended). 

If you're using Office 365 email, select Sign in with Office 365. 

All other types of email go to Others.

## Choose your method to connect your email

1. [Sign in with Google](#1.-sign-in-with-google)
2. [Gmail SMTP](#2.-gmail-smtp)
3. [Sign in with Office 365](#3.-sign-in-with-office-365)
4. [Other](#4.-others)

### 1. Sign in with Google

* Select Sign in with Google
* Select your email account to continue

<figure><img src="https://3410637898-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuetVwmH2Z9tlAzaYpPSn%2Fuploads%2FuES2v8hUx3LlsY8aMdDt%2FScreenshot%202024-11-25%20at%2015.59.06.png?alt=media&#x26;token=f3e3e8f0-5281-4f1e-9214-c136f474eee8" alt=""><figcaption></figcaption></figure>

<figure><img src="https://3410637898-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuetVwmH2Z9tlAzaYpPSn%2Fuploads%2F1k1a7G4vMhzgKstjqmWH%2FScreenshot%202024-11-25%20at%2015.59.59.png?alt=media&#x26;token=4cc65fdb-bb6e-46e4-a2a5-3255bea69be7" alt=""><figcaption></figcaption></figure>

* Click **Allow** button to grant access for Quote Snap

<figure><img src="https://3410637898-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuetVwmH2Z9tlAzaYpPSn%2Fuploads%2Fe3erYTUqpRLdm4Hy9g7h%2FScreenshot%202024-11-25%20at%2016.01.14.png?alt=media&#x26;token=d662a9ea-28c0-4b48-9e11-52ec1d0183bb" alt=""><figcaption></figcaption></figure>

* After granting access to Gmail, click **Connect** to connect your email

<figure><img src="https://3410637898-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuetVwmH2Z9tlAzaYpPSn%2Fuploads%2Fu4LuyXDZpVdimoQrvPYa%2FScreenshot%202024-11-25%20at%2016.01.48.png?alt=media&#x26;token=11881be3-13f6-435c-a1f8-83fce211d2c5" alt=""><figcaption></figcaption></figure>

* Then Quote Snap will send you a test email & your email will be connected successfully

<figure><img src="https://3410637898-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuetVwmH2Z9tlAzaYpPSn%2Fuploads%2FJOKYDdzNRkHB2jLJtYTg%2FScreenshot%202024-11-25%20at%2016.02.26.png?alt=media&#x26;token=5f1c2fdb-99c3-4d32-807c-2acaf2222d05" alt=""><figcaption></figcaption></figure>

You can also change your email by clicking **Disconnect** and connecting a new email again.

### 2. Gmail SMTP

If you choose Gmail SMTP, please check the **app password** from your Google Account.

* Select **Gmail SMTP**. Please fill in all information into those fields <mark style="color:red;">(Note: Password is app password in Google account - not your email password)</mark>

<figure><img src="https://3410637898-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuetVwmH2Z9tlAzaYpPSn%2Fuploads%2FWLHX6jbMyW9X8zGITKiB%2FScreenshot%202024-11-25%20at%2016.03.20.png?alt=media&#x26;token=10fabc53-ed74-4961-b160-5358fbd4f217" alt=""><figcaption></figcaption></figure>

{% hint style="warning" %} <mark style="color:orange;">**Quote note:**</mark> While connecting email, if you get this message "Connect SMTP failed" , you might need to check if you turn on "Access to the app is less secure" or not.
{% endhint %}

* **Check "Access to the app is less secure"**

Go to [https://myaccount.google.com/lesssecureapps](https://accounts.google.com/signin/v2/challenge/pwd?continue=https%3A%2F%2Fmyaccount.google.com%2Flesssecureapps\&service=accountsettings\&osid=1\&rart=ANgoxccYy2OHT3TE8rrxc6fX9Cuy_uzT8V4_sYSvHr8BESn28uSM-zmp0OzjEJxCRvOHMnc0T0WW0t1DFP3dy_JrIx2kLvd9YA\&TL=AM3QAYYEjOnnp1-cMG5uLbVXEYScmGOpf8d7GePVAIFf-Lzq19SMLdF8kKxwrOe9\&flowName=GlifWebSignIn\&cid=1\&flowEntry=ServiceLogin) and sign in with your account.\
\&#xNAN;*You will see the box like this screenshot, if not go to set up email here* [***Google administrator account***](#who-is-your-administrator)

<figure><img src="https://storage.crisp.chat/users/helpdesk/website/8383e5404a31c000/image_1r54tnf.png" alt=""><figcaption></figcaption></figure>

Turn on "Access to the app is less secure"\
Go to [https://myaccount.google.com](https://myaccount.google.com/) and sign in with your Gmail account\
Choose Security in the left menu, make sure to turn on 2-step Verification, then choose App passwords

<figure><img src="https://storage.crisp.chat/users/helpdesk/website/8383e5404a31c000/image_4iyvex.png" alt=""><figcaption></figcaption></figure>

\
In "Select app" -> choose "Other (custom name)" -> Input your app's name -> click the "Generate" button.\
Then, a popup with your app's password, copy this password<br>

<figure><img src="https://storage.crisp.chat/users/helpdesk/website/8383e5404a31c000/image_zfoenr.png" alt=""><figcaption></figcaption></figure>

Back to our app's admin, go to the "Email Settings" tab, paste your app's password to the Password field. Then click **Connect**.

## **Important note:**

If you do not see "Turn on "Access to the app is less secure", or it show like below:

<figure><img src="https://storage.crisp.chat/users/helpdesk/website/8383e5404a31c000/image_z18q1q.png" alt=""><figcaption></figcaption></figure>

It means the administrator account has disabled this option on your account.\
Please follow the following steps to allow this option:

* [Sign in](https://admin.google.com/) to your [Google Admin console](https://support.google.com/a/answer/182076).\
  Sign in using your administrator account (does not end in @gmail.com).
* From the Admin console Home page, go to Security -> Basic settings -> Less secure apps. To see Security on the dashboard, you might have to click More controls at the bottom.
* To apply the setting to everyone, leave the top [organizational unit](https://support.google.com/a/topic/1227584) selected. Otherwise, select a child organizational unit or a [configuration group](https://support.google.com/a/answer/9224126).
* Select the setting for less secure apps:

  Allow users to manage their access to less secure apps\
  Users can turn on or turn off access to less secure apps.
* Click **Save**.

<details>

<summary><strong>Who is your administrator?</strong></summary>

Your administrator is someone associated with your mail account, not Google.\
Your administrator might be:

* The person who gave you your username
* Someone in your IT department or Help desk (at a company or school)
* The person who manages your email service or website (in a small business or club)

</details>

<details>

<summary>How to Enable 2-step verification for G Suite for work? </summary>

1. Log into your G Suite [Admin Console](https://admin.google.com/).
2. From the dashboard, select Security.
3. Next, click on Basic Settings.&#x20;
4. Scroll down to the Two-Step Verification setting and tick the checkbox to Allow users to turn on 2-step verification.\
   This will enable the ability of the account user to utilize two-step authentication if they choose. If you want to make it mandatory for your users to use two-step verification when signing in, please choose **Enable enforcement**&#x20;
5. Click on the Save changes button that appears.

</details>

## 3. Sign in with Office 365

* Select Sign in with Office 365 if you're using office 365 email (hotmail.com, outlook.com, etc.)

<figure><img src="https://content.gitbook.com/content/uetVwmH2Z9tlAzaYpPSn/blobs/9M5Iz5fY9xRIkmhVuJfi/Screenshot_5.png" alt=""><figcaption></figcaption></figure>

* Log in your 365 email and click **Accept**

<figure><img src="https://content.gitbook.com/content/uetVwmH2Z9tlAzaYpPSn/blobs/9QQov5fQdrjX7W9veHNS/image.png" alt=""><figcaption></figcaption></figure>

* Click **Connect** then a test email will be sent to your email.

Same as Gmail, you can also change email after connecting successfully.

## 4. Others

### A. Zoho

* In Connect email in Quote Snap, choose Others.

<figure><img src="https://content.gitbook.com/content/uetVwmH2Z9tlAzaYpPSn/blobs/bkte7Gr0ZzOH7Hvkx9f0/image.png" alt=""><figcaption></figcaption></figure>

* Sign in your Zoho email
* In Admin Console, go to **Mail Settings -> Tools & Configurations -> Configurations -> Outgoing / SMTP.**&#x20;

<figure><img src="https://content.gitbook.com/content/uetVwmH2Z9tlAzaYpPSn/blobs/JMmFSCBNkHUf5cUekqcb/quote%20snap%20document.png" alt=""><figcaption></figcaption></figure>

* Use information in Zoho email to set up SMTP. If you are not using Two-factor authentication, Password here is your email password.

<figure><img src="https://content.gitbook.com/content/uetVwmH2Z9tlAzaYpPSn/blobs/n5Cp879qNa6Mh8LbeyAN/unnamed.png" alt=""><figcaption></figcaption></figure>

* To check if you're turning on Two-factor authentication or not, in your email admin, check **Security & Compliance -> Security -> TFA**

<figure><img src="https://content.gitbook.com/content/uetVwmH2Z9tlAzaYpPSn/blobs/2WYfVLqcR02yHoCfZrVw/quote%20snap%20document%201.png" alt=""><figcaption></figcaption></figure>

* Password: If you're using Two-factor authentication, you have to create password for our app. Go to My Profile -> Security -> App Password -> Generate New Password

<figure><img src="https://content.gitbook.com/content/uetVwmH2Z9tlAzaYpPSn/blobs/VQKd0MANquqktTR0NPCt/unnamed%20(1).png" alt=""><figcaption></figcaption></figure>

Pick a name for "app name" to make it identifiable.

Then copy password to fill into our form.

<figure><img src="https://content.gitbook.com/content/uetVwmH2Z9tlAzaYpPSn/blobs/Vjn9jzCf5aXtULX8rZ9b/unnamed%20(2).png" alt=""><figcaption></figcaption></figure>

### B. Other email servers on Cpanel

* Login to Cpanel, or another server. Select email account:

<figure><img src="https://content.gitbook.com/content/uetVwmH2Z9tlAzaYpPSn/blobs/HB7JdnE3gPIZ44prxapj/unnamed%20(3).png" alt=""><figcaption></figcaption></figure>

* Select your email then click **Check mail**

<figure><img src="https://content.gitbook.com/content/uetVwmH2Z9tlAzaYpPSn/blobs/64SGxxTpxh3biXuDpZhE/unnamed%20(4).png" alt=""><figcaption></figcaption></figure>

* Choose **Automatically check my device**

<figure><img src="https://content.gitbook.com/content/uetVwmH2Z9tlAzaYpPSn/blobs/ZnGesHEgXbZmTzowEeIh/unnamed%20(6).png" alt=""><figcaption></figcaption></figure>

* Then the information that you need is in the **Mail client manual settings**

<figure><img src="https://content.gitbook.com/content/uetVwmH2Z9tlAzaYpPSn/blobs/uocU84NDP7IVHq5IhdR3/unnamed%20(5).png" alt=""><figcaption></figcaption></figure>

* If you still have connection error, check this one more step. If your email status is not "Accepted", contact your hosting provider to solve this issue.

<figure><img src="https://content.gitbook.com/content/uetVwmH2Z9tlAzaYpPSn/blobs/VlG2OAbwTgIYbakOWvmu/unnamed%20(8).png" alt=""><figcaption></figcaption></figure>

<figure><img src="https://content.gitbook.com/content/uetVwmH2Z9tlAzaYpPSn/blobs/eMCaYHjfivjrKQpw8TAE/unnamed%20(7).png" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
**Important:** Ensure your email is correctly configured before connecting it to our system. You can also use [<mark style="color:red;">this website</mark>](https://www.gmass.co/smtp-test) to verify the settings prior to use. With other types of email, SMTP way is available. You can check your email guide to get your email app password.
{% endhint %}

If you need any help, our CS team is available on [live chat](https://go.crisp.chat/chat/embed/?website_id=a4bdf13a-e64f-4660-9d3a-b282560b6427) or email: [contact@omegatheme.com](mailto:contact@omgeatheme.com).