**NOTE: There is an easier option to connect your Gmail account, using the oAuth sign-in method. Please see THIS ARTICLE for the EASIER method. The method below is not necessary, and is more for advanced users**
This requires modification of your Gmail/Google account securities and for Business accounts , may require an administrator to set up
This process will generate a special 16 digit App Password that SubmissionCRM can use to access your Gmail server so you can send emails, through SubmissionCRM, from your own Gmail SMTP server.
In order to access the App Passwords section, the 2-Step Verification setting must be turned ON.
**Note: You can choose to turn the 2-Step Verification setting OFF after completing the steps in this guide.
Part 1: Allow "Less Secure Apps"
For
regular gmail accounts, please enable "Allow Less Secure Apps" on this page: myaccount.google.com/lesssecureapps
For
G Suite Organization accounts, your G Suite Administrator must complete the following steps:
1.
Sign in to your
Google Admin console. (admin.google.com)
2. Click
Security > Basic settings.
3. Under
Less secure apps, select
Go to settings for less secure apps.
4. In the sub-window, select the Enforce access to less secure apps for all users radio button.
Part 2: Enable "2 Step Verification"
To access the Google Account settings from your Gmail inbox, click on the Google App Selector at the top right (the icon with the 9 squares/boxes), Then click the first option,
My Account:
Alternatively, you can type in the URL: www.myaccount.google.com Either method will take you to the same page, below:
Once you've reached the page above, click on the
"Signing in to Google" link, under the
Sign-in & security section.
Next, click on the section for
2-Step Verification
(Clicking on this may prompt you to sign in again, for security purposes)
Once you have signed in again, it will give you the option to
Get
Started with 2-step verification, allowing you to select which method you prefer (Text Message or Phone Call) and which phone/device to use (see screenshot, above). Input your cell phone number and select
Text Message for the verification code, then click
NEXT. At this point, Google will send you a text message with a code; after entering the code, you can turn 2-Step Verification
ON
Part 3: Generate "App Password"
Click on the
Google logo (top left) to return to the
My Account page and
click on the
Signing in to Google link once more.
Now there will be a section below
2-step verification that says
App Passwords:
Click on App Passwords:
(Clicking on this will prompt you to sign in again, but this time it will send
another text message upon attempting to sign in) Once signed in again, it will take you to the page that says
App Password. You will be presented with two drop-down menus:
For the first drop-down, select
Other (Custom Name) (e.g. SubCRM). The page will give you a blank text box where you can type in a name/label. Type in
SubmissionCRM or
SubCRM (it doesn't actually matter what you label it as).
Then click
Generate.
This will generate a pop up window with a special 16 digit code that you will need to copy.**DO NOT click the
DONE button until the special code has been copied to your clipboard.**
Once you have copied this code, please return to your SubmissionCRM account, then navigate to
My Account > Use Your Own SMTP Server link
PASTE the special code into the
SMTP Password section, see below.