Configure SMTP Servers for Sending Candidate Emails (Gmail, AWS SES, SendGrid)

Before you begin

• Gmail: Enable 2-Step Verification on your Google account and generate an App Password (steps below).
• AWS SES: New accounts start in sandbox mode — request production access before sending to non-verified recipients.
• SendGrid: Have your SendGrid API Key ready before configuring SMTP.

Configure Gmail SMTP

Step 1 — Generate a Gmail App Password

1. In your Google account, click Security.

   

2. Click 2-Step Verification.

   

3. Click Get started.

   

4. Click Continue.

   

5. Enter your mobile number and click Send.

   

6. Enter the verification code and click Next.

   

7. Click Turn ON 2-Step Verification.

   

8. Click App passwords.

   

9. Select your app and device, then click Generate. Copy the 16-digit password — you will use it in the next step.

   

Step 2 — Enter Gmail SMTP Settings in Testlify

1. In Testlify, go to Settings > Email and click SMTP-Based.

   

2. Enter the following details:
   • Server address: smtp.gmail.com
   • Sender email address: your Gmail address
   • From name: your name or company name
   • Reply-to address: your reply-to email address
   • Reply-to name: your reply-to name
   • Username: your Gmail address
   • Password: the 16-digit App Password generated above
   • Encryption: SSL — port 465  |  TLS — port 587
3. Click Save. A test email confirms the connection.

   

Configure AWS SES SMTP

Step 1 — Create SMTP Credentials

1. Open AWS Simple Email Service (SES).
2. In the left menu, click SMTP Settings.
3. Click Create SMTP Credentials, then click Next. Copy and save the credentials shown.

Step 2 — Request Production Access

1. From the AWS SES dashboard, click Request production access.
2. Submit the production access form. AWS reviews and approves requests within 24 hours.

Tip: Until production access is approved, you can only send emails to verified addresses.

Step 3 — Verify Your Sender Identity

1. In AWS SES, go to Verified Identities and click Create Identity.
2. Select Email address as the identity type, then enter the email address you want to use with Testlify.
3. Check your inbox for a verification email from AWS and click the confirmation link.

Configure SendGrid SMTP

Step 1 — Enter SendGrid SMTP Settings in Testlify

1. In Testlify, go to Settings > Email > SMTP-Based.
2. Enter the following settings:
   • SMTP Server: smtp.sendgrid.net
   • SMTP Port: 587 (TLS) or 465 (SSL)
   • Use Encrypted Protocol: Leave unchecked for TLS (port 587); select Use SSL and set port to 465 for SSL
   • Username: apikey
   • Password: your SendGrid API Key
3. Click Save.

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