How to setup outgoing email in Plan2Play ARC

How to setup outgoing email in Plan2Play ARC

If you are looking to use the direct email feature within Plan2Play which allows you to send email using our template system, you will need to configure Plan2Play to use your email box.  This is useful if you frequently get asked to same questions as you can create a template and provide access to your team, so they can use a standard answer that you have templated.  Follow the steps below to setup your email.

  1. Login to your Plan2Play Account
  2. Navigate to the Email Settings using this link Setup Email Settings
  3. Enter your email host - if you are not sure about what to put here - try searching on Google for SMTP Setup for your email provider.  For GMAIL it is typically smtp.gmail.com
  4. Enter the port - this is usually 465 for SSL or 587 for TLS
  5. Enter your username - this is usually your email address
  6. Enter your email password.  For gsuite/gmail you will need to generate an app password. 
    1. Login to your gmail account
    2. Goto the App Passwords Page
    3. Generate an app password (App->Mail /  Device (Other and enter Plan2Play)
    4. Use this password in place of your normal password.
  7. Enter the encryption (SSL or TLS)
  8. Enter your mail from address - your email address you are using to setup the account
  9. Enter the from name - usually your full name
  10. Click "Save".  You should see a confirmation
You will also want to add the below to you as an SPF record so our servers are not blocked when you send emails.  If you already have an SPF record you can append the include to the existing record.  Please contact support@plan2play.com if you need assistance.
v=spf1  include:crm.plan2play.com -all


You will also want to add the below to you as an SPF record so our servers are not blocked when you send emails.  If you already have an SPF record you can append the include to the existing record.  Please contact support@plan2play.com if you need assistance.
v=spf1  include:crm.plan2play.com -all

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