Send from your own address (SMTP)

By default, Sami B2B Onboarding sends its emails through the app’s own mail service, under your store’s name. If you’d rather buyers see your own address, such as [email protected], connect your own mail server (SMTP) in Settings › Email.

Note

Before you start, get these from your email provider: the SMTP server name, the port, the encryption type, and the username and password the mailbox signs in with. Many providers ask you to create an app password for this instead of using your normal password.

Connect your mail server

1. Open How your emails are sent

   In the app, click Settings, then click Email. The first card is How your emails are sent.

2. Pick your provider

   Open the Email service list and pick your provider. The app fills in the server, port and encryption for you.

   Provider in the list	SMTP host	Port	Encryption
   Google (Gmail or Workspace)	smtp.gmail.com	465	SSL
   Outlook / Microsoft 365	smtp-mail.outlook.com	587	TLS
   Brevo (formerly Sendinblue)	smtp-relay.brevo.com	587	TLS
   SendGrid	smtp.sendgrid.net	587	TLS
   Mailgun	smtp.mailgun.org	587	TLS
   Amazon SES	email-smtp.us-east-1.amazonaws.com	587	TLS
   Elastic Email	smtp.elasticemail.com	2525	TLS
   Netcore (Pepipost)	smtp.netcorecloud.net	587	TLS
   Zoho ZeptoMail	smtp.zeptomail.com	587	TLS

   If your provider isn’t listed, pick Another SMTP server and fill in the boxes yourself. If your provider gave you different values, for example another region for Amazon SES, type over the ones the app filled in.

3. Check the server details

   Under Server credentials, check SMTP host, Port and Encryption. Encryption can be SSL, TLS or None. Port 465 usually goes with SSL and port 587 with TLS. Use what your provider says.

4. Enter the username and password

   In Username or email, type the address or username your mailbox signs in with. In Password, type its password. If you picked Google, the box reminds you: “Google needs an app password, not your account password.”

   Once a password is saved, the box shows dots instead of it. The app never shows your password again. To change it, type the new one over the dots. For providers other than Google, the box also says “A password is saved. Type a new one to replace it.”

   

   Picking a provider fills in the server, port and encryption, so you only add the username and password.

5. Set how your emails look to the recipient

   Under Sender identity, emails are sent from the username’s address unless you tick a box:

   Box	What it adds	Use it when
   Send from a different address than the username	From address: the address buyers see.	Your provider has verified that address for this mailbox. Any other address is refused by your provider.
   Send with a different name	From name: the sender name, such as your store’s name. Up to 100 characters.	You want a name to show instead of the bare address.
   Send replies to a different address	Reply-to address: where buyers’ replies go.	Replies should reach another inbox, such as your sales team’s.

   Untick a box to stop using its value.

6. Save

   Click Save in the save bar. If something is missing or doesn’t look right, the save stops and the box says what to fix, for example “Enter a port between 1 and 65535.” From now on, every email the app sends goes through your server.

Send a test email

Test your settings right after saving them, so you find out before a buyer does.

1. Enter your address

   At the bottom of How your emails are sent, under Send a test, type your own email address.

2. Click Send

   Click Send. A “Test email sent” message appears, and an email with the subject “Your B2B app email settings work” arrives in your inbox. It lists the server and sender it was sent with.

   If the server refuses, a red banner says why and what to check:

   Banner	What to check
   “The mail server rejected that username or password. For Google you need an app password, not your account password.”	The username and password.
   “The connection couldn’t be secured. Check the encryption setting matches the port your provider gave you.”	Encryption and Port together.
   “Couldn’t reach that server. Check the host name and port.”	SMTP host and Port.
   “The mail server refused the test email. Check these settings with your email provider, or contact us and we’ll look into it.”	Ask your provider, or click Contact support on the banner.

   

   Each test counts toward your daily allowance, shown under the box.

You can send 5 test emails a day, failed ones included. The note under the box shows how many you’ve used, for example “2 of 5 test emails used today”, and Send is greyed out once you reach the limit.

You can also test settings before you save them. Only a test of the saved settings clears the “haven’t been tested” warning described below, so save first, then test.

Read the email health banner

When you open Settings › Email, a banner at the top may warn you about your mail. No banner means there is nothing to fix.

Banner	What it means	What to do
These mail settings haven’t been tested	Your own server is saved, but no test of the saved settings has gone through. Changing the host, port or username also brings this back.	Send a test email.
Emails are failing to send	The most recent emails in the last 7 days were refused by your mail server. The banner says how many in a row and shows the last reason.	Check your settings with your provider and send a test. The banner clears once the next real email to a buyer or your team goes through. A successful test email doesn’t clear it.
Your mail credentials can’t be read	The app can no longer read your saved password. Meanwhile, emails go out through the app’s own mail service.	Type your SMTP password again and click Save.

The banner is checked when the page opens. After you fix something, open Settings › Email again to see it clear.

Caution

While your own server is in use, the app doesn’t fall back to its own mail service when your server refuses an email. That email isn’t sent. Check the banner, or the Emails view of the Activity log, after any change to your mailbox or password.

Switch back to the app’s mail service

1. Pick the app’s mail service

   In Settings › Email, open the Email service list and pick The app’s mail service.

2. Save

   Click Save in the save bar.

Emails go out through the app’s service again, under your store’s name, with replies going to your store’s contact email in Shopify.

Next steps

• Choose who gets notified — decide who on your team receives each email.
• Edit email templates — change what each email says.
• Activity log — see every email the app sent and why one didn’t go out.
• Contact support — get help when your server keeps refusing emails.