Configure Personalized SMTP Settings In Agency Suite

Fred
Written by FredLast updated 2 days ago

This tutorial guides you through setting up a personalized SMTP for your brand within the agency suite.

Go to www.outranker.ai

1. Introduction

“In this video, you’ll learn how to configure a personalized SMTP inside the Agency Suite.” “This allows all emails — proposals, notifications, and client communication — to be sent from your own domain instead of the platform.” “The result? Better deliverability, stronger branding, and more professional communication.”

Introduction

2. Access Branding Settings

“Start by logging into Outranker.ai.” “From the left menu, open Agency Suite, then click Branding.”

Access Branding Settings

3. Open Email Settings

“Next, select the Email tab to access SMTP configurations.”

Open Email Settings

4. Add New SMTP Configuration

“Click Add SMTP to create a new configuration.”

Add New SMTP Configuration

5. Select Configuration Name Field

“Give your configuration a name — for example, SendGrid or Gmail.” “Enter your SMTP host address — such as smtp.sendgrid.net.” “Then enter your SMTP username and password.”

Select Configuration Name Field

6. Open API Keys Section

“If you’re using SendGrid, you’ll need to generate an API key.” “Log into SendGrid, go to Settings, then open API Keys.”

Open API Keys Section

7. Set API Key Permissions

“Click Create API Key, assign it a name, and select Full Access.”

Set API Key Permissions

8. Create and View API Key

Click Create & View to generate the API key and display it for copying.

Create and View API Key

9. Copy API Key

“Click Create & View, then securely copy the API key.” “Return to Outranker and paste it into your SMTP username field.”

Copy API Key

10. Select From Email Field

Click the From Email field to specify the email address that will appear as the sender.

Select From Email Field

11. Select Verified Email

“Next, verify your sender email in SendGrid under Sender Authentication.” “Make sure your domain or sender email shows as verified.” “Then return to Outranker and enter your verified From Email address.” “Add your From Name — this is what recipients will see.”

Select Verified Email

12. Set Default Email Configuration

“Set this configuration as your default SMTP.” “You can also enable fallback — which uses the platform’s email service if your SMTP is temporarily unavailable.”

Set Default Email Configuration

13. Create SMTP Configuration

Click Create to save your new SMTP settings and apply them to your brand.

Create SMTP Configuration

14. Select Company Name Field

“Now scroll to the email footer settings.” “Enter your Company Name.” “Add your business address and phone number.” “Include your website URL.” “You can also enable social media icons — Facebook, Twitter/X, LinkedIn, Instagram, or YouTube.” “Finally, add custom footer text if you’d like a personalized message or compliance note.”

Select Company Name Field

“Click Save Footer Settings to apply everything.”

Save Footer Settings

“You’ve now configured a personalized SMTP inside the Agency Suite.” “Your emails will send from your own domain, with improved deliverability and fully branded footers.” “This ensures every client interaction looks professional and builds trust.” “Next, we’ll show you how to test your email delivery and optimize open rates.”

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