How to set "Email Settings"

Access Form Builder 

• From the Shopify Admin dashboard, navigate to Apps -> Formpify-Visual Form Builder.

• Click Forms from the left sidebar.

• Click “Create New Form” or select an existing form to edit.

• Choose a template and click Use Template.

• Enter the Form Title and Form Builder interface.

• You will be directed to the Form Builder screen.

Enable Custom SMTP

Locate the Use Custom SMTP option.

Turn ON to enable custom email sending.

When enabled, form submissions will be sent using your configured SMTP server instead of the default Mailgun service.

Select Email Provider

Choose an email provider from the dropdown.

Use your Gmail account or Google Workspace email. For Gmail, you may need to enable "Less secure app access" or use an App Password.

SMTP Configuration

The SMTP Configuration section is used to set up the email server that sends emails from the form.

These settings allow the system to connect to an SMTP server and deliver emails when a form is submitted.

Fields Description

1. SMTP Host:

• Description: The address of the SMTP server used to send emails.
• Example : smtp.gmail.com

• Explanation: This is Gmail’s SMTP server used for sending emails.
• Notes:
  • Do not enter an email address in this field
  • You must enter the correct SMTP server provided by your email provider

2. SMTP Port:

• Description:
  The communication port used to connect to the SMTP server.
• Example :587
• Explanation:
  • Port 587 is commonly used with TLS
  • This is the recommended and most widely supported port

3. Encryption Type 

• Description:
  The encryption method used when sending emails.
• Example: TLS

• Explanation:
  • TLS encrypts the data during transmission
  • It ensures secure communication between the system and the SMTP server
• Available options may include:
  • TLS (recommended)
  • SSL (older method)
  • None (not secure, not recommended)

Fields Credentials

This section is used to authenticate with the SMTP server. The system will use these credentials to log in and send emails.

1. Username / Email 

• Description:
  The email address used to authenticate with the SMTP server.
• Example:your-email@example.com

• Explanation:
  This is the account that will be used to send emails.
• Notes:
  • Must be a valid email address
  • Must match the SMTP provider
  • For best results, use the same email as From Email

2. Password 

• Description: The password used to authenticate the email account.
  

• Explanation: This password allows the system to access the email account and send emails.
• Important Notes:
  • For Gmail: Use an App Password, not your regular password
  • Make sure there are no extra spaces when entering the password
  • Incorrect password will cause authentication failure

Email Settings

This section defines how the sender information appears to recipients.

1.From Email 

Description: The email address that appears as the sender.

• Example: your-email@gmail.com

• Explanation: This is the email that recipients will see in their inbox.
• Recommendations:
  • Should match the Username / Email
    Helps avoid spam filtering issues

2.From Name (Optional)

• Description: The display name shown to recipients.
• Example: EFE Test

• Explanation: This name appears alongside the email address.
• Example Display: EFE Test <your-email@gmail.com>

Test Email: This feature allows you to verify that your SMTP configuration is correct.

 Save Settings

• Description: Saves all SMTP and email configuration settings.
• How to Use: Click Save Settings after entering all required fields
• Result:
  • Settings are stored and applied to the form
  • Emails will be sent using the configured SMTP server