Don't type personal details, such as a client's name.

White-Label Email (SMTP)

Send client intake link emails from your agency's own SMTP server and From address instead of ds160.io, and test the connection before relying on it.

By default, emails the platform sends on your behalf come from ds160.io: client emails from support@ds160.io under the name “Your agency via DS160.io”. Connect your own SMTP server and your client-facing emails go out from your mail server and your From address instead — so the experience matches your brand end to end. This guide covers adding your SMTP settings, testing them, and which emails use them.

Before you start

  • An active Business workspace.
  • Owner or Admin access to that workspace.
  • SMTP credentials from your email provider (host, port, username, and password), plus the From name and address you want clients to see.

Add your SMTP settings

  1. Open Workspace Settings → Communication → Email Sending (SMTP).
  2. Fill in the fields below.
  3. Click Save to store the settings.
FieldNotes
SMTP HostYour provider’s outgoing mail server, e.g. smtp.yourdomain.com.
PortDefaults to 587. One of 25, 465, 587 or 2525; port 465 uses implicit TLS, and the others must offer STARTTLS.
UsernameThe login for your SMTP account.
PasswordThe SMTP password.
From NameThe display name clients see, e.g. your agency name.
From EmailThe address clients see in the From field, e.g. noreply@yourdomain.com.

Your password is write-only. It’s encrypted before it’s stored and is never shown again. When you edit the From name or address later, leave the password blank to keep the saved one. If you change the host, port or username, type the password again: the saved one is only ever sent to the server it was saved for.

Test the connection

Before relying on it, click Test connection. The platform opens a connection to your SMTP server and authenticates with the details you entered. You’ll get a green confirmation on success, or a red message saying what went wrong: the credentials were rejected, no SMTP server answered on that host and port, a secure connection couldn’t be set up, or the host or port isn’t one the platform connects to (only public mail servers on the ports above).

Example: how this looks on the platform

Expected result

Test connection says the connection was successful. Emails to your clients about a form now go out from your mail server and your From address, and clients’ replies still reach the form’s Communication thread.

Which emails use it

Your SMTP server sends every email that goes to a client about a form:

Platform notifications to your own team (for example, account, billing and security-code emails) continue to send from ds160.io.

Without SMTP settings

Until you add your own settings, client emails go out from support@ds160.io under the name “Your agency via DS160.io”, with a line at the bottom saying DS160.io sent it on your behalf. A workspace can send up to 200 client emails a day this way, reminders and test emails included; your own SMTP server has no such limit.

Replies from clients

Whichever way it is sent, every client email about a form uses a DS160.io reply address, such as reply+…@reply.ds160.io, so that a client’s reply lands in the form’s Communication thread rather than in your own inbox.

To also serve the intake form itself under your own domain, pair this with Custom Domains.

Troubleshooting

The page saysWhat to do
The server rejected the username or password.Check the username and password with your email provider, type them again and click Test connection.
No SMTP server answered on this host and port.Check the outgoing mail server and port your provider gives you, and try again.
A secure connection could not be set up, or the server’s certificate does not match this host.Port 465 uses implicit TLS and the others must offer STARTTLS: use the port your provider gives for that. Type the host name exactly as your provider gives it.
This host or port can’t be used.The platform connects only to public mail servers on port 25, 465, 587 or 2525. Use your mail provider’s public SMTP server.
Enter the password again to change the host, port or usernameThe saved password is only ever sent to the server it was saved for. Type the password again, then save.