Retreat Manager Email Setup
Updated: May 31, 2022
Retreat Manager is capable of sending emails to clients, but it must first be properly configured to ensure emails are received. To allow the recipients to reply to your emails such that you receive the response you must use your own email provider's settings.
If you use Google Workspace for emails please see this tutorial for how to properly set up security for email sending through Retreat Manager.
If you use Microsoft 365 (Outlook 365) for emails please see this tutorial for how to properly set up security for sending through Retreat Manager.
For any other email provider...
Open Retreat Manager or Retreat Manager Cloud
Click Settings > Personal Settings, then click Email on the left-hand-side.
Organization and Sender's name may be whatever is appropriate.
Sender's Email should be the email address you use for your email provider
Click Use Relay Server Account Login is email provider's email address
Password is your email provider's password Outgoing Server is your email provider's SMTP server and you can get this value from your local IT person. For gmail the value is smtp.gmail.com, for outlook365 the value is smtp.office365.com.
Relay Server is most likely the same as Outgoing Server.
Port is most likely 587, but your local IT person can confirm.
Click TLS 1.2
Click Edit Send To
Finally, click the Test button to test.
If the test is successful you'll get a pop-up message saying the integration succeeded. If the test fails, then please double-check all values.
Upon a successful send you should see the sent message in the account's sent folder.