SMTP Settings
Last updated 4/06/2025
What Is SMTP?
SMTP settings (Simple Mail Transfer Protocol settings) are configuration parameters used by email clients, servers, or applications to send email messages. SMTP is the standard protocol for email transmission across the internet, and the SMTP settings define how an email-sending service connects and communicates with an email server to deliver emails.
These settings are required in Five when you're sending outgoing emails in your application. Outgoing emails may include a mail merge that you create, the Invite Email and Reset Password emails, and when using email as one of your authentication methods.
Your SMTP settings need to be provided by your mail provider, check your email provider's documentation. These settings then need to be entered into Five on the Mail page on the Instances form.
Key Components of SMTP Settings
SMTP settings include the following elements:
1. SMTP Server AddressThe hostname or IP address of the SMTP server:
Examples- Gmail: smtp.gmail.com
- Outlook: smtp-mail.outlook.com
- Yahoo: smtp.mail.yahoo.com
The communication channel used by the SMTP server. Common ports include the following:
Examples- 587: SMTP over TLS (Transport Layer Security), recommended for secure communication
- 465: SMTP over SSL (Secure Sockets Layer)
- 25: Standard SMTP
Required to verify your identity:
Examples- Username: Your full email address, eg,
youremail@gmail.com - Password: Your email account password or an app-specific password from your provider.
Common SMTP Server Settings
Here are the SMTP settings for some popular email providers, valid at 4/06/2025:
| Gmail SMTP | |
|---|---|
| SMTP Server | smtp.gmail.com |
| Port | 465 (SSL) or 587 (TLS) |
| Username | Your full Gmail address |
| Password | Your Gmail password or app-specific password |
| Outlook.com | |
|---|---|
| SMTP Server | smtp.office365.com |
| Port | 587 (TLS) |
| Username | Your full Outlook email address |
| Password | Your Outlook password or app-specific password |
| Yahoo Mail | |
|---|---|
| SMTP Server | smtp.mail.yahoo.com |
| Port | 465 (SSL) or 587 (TLS) |
| Username | Your full Yahoo email address |
| Password | Your Yahoo password or app-specific password |
SMTP Fields
The following explains what you need to provide in each of the fields on the Mail page.
| Field | Description | Example |
|---|---|---|
| SMTP Server | Add the hostname of your email provider | smtp.gmail.com |
| SMTP Port | Add the port number your email provider is listening on | 587 |
| SMTP Username | Add the username for your account | five.demo@gmail.com |
| SMTP Password | Add the password for your account | opiujkuiolkplhnm |
| SMTP From Name | Add the name whom the email originates from | Management |
| SMTP From Email | Add the email for whom the email originates from | five.demo@gmail.com |
| Invite Email | Design a welcome email template for new users added in your application | |
| Password Reset Email | Design a Password Reset email template for users who forget their password |
SMTP From Name and SMTP From Email
The values in the SMTP From Name and SMTP From Email fields will apply to all mail merges that you add in Five. The Mail Merge form also has these fields and if values are added into these fields, they will take precedence over the instance record values. Effectively, if you have a mail merge that you don't want the default values from the SMTP From Name and SMTP From Email fields on the instance record, you can enter new values on the Mail Merge form that will override the values here. These values can also be overridden in code when using a function to generate your mail merge.