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How to Set Up a Custom SMTP Server (Others) as Your Outgoing Mail Server (CRM)

Step-by-step instructions for configuring a custom or third-party SMTP server as your outgoing mail server in the Dazos CRM using the "Others" option.

Overview

This guide walks you through how to configure a custom or third-party SMTP server as the outgoing mail server in Dazos using the Others option. This applies to providers such as Zoho Mail, SendGrid, Mailgun, Amazon SES, or a web hosting email account.

Before You Begin

  • You will need your SMTP credentials from your email provider or IT administrator: server hostname, username, and password.

  • The From Email address you plan to use must be verified or authorized within your provider's platform before they will send on its behalf.

  • Port 587 (TLS) is the standard outgoing SMTP port. Confirm your network or firewall allows outbound traffic on this port.


Steps

Step 1 – Get Your SMTP Credentials from Your Provider

Find your provider below and follow the steps to collect the credentials you will need.

Zoho Mail

  1. Sign in at mail.zoho.com and go to Settings > Security.

  2. Confirm IMAP/POP access is turned on — Zoho ties SMTP to this setting.

  3. If Two-Factor Authentication is enabled, go to accounts.zoho.com > Security > App Passwords, click Generate New Password, name it Dazos, and copy the password.

  • Server Name: smtp.zoho.com

  • User Name: Your full Zoho email address

  • Password: App Password (or regular password if TFA is off)


SendGrid

  1. Sign in at app.sendgrid.com and go to Settings > API Keys.

  2. Click Create API Key, name it Dazos SMTP, select Restricted Access, and enable Mail Send permissions.

  3. Click Create & View and copy the API key immediately — it will not be shown again.

  4. Go to Settings > Sender Authentication and verify the email address you plan to use as your From Email.

  • Server Name: smtp.sendgrid.net

  • User Name: apikey (enter this literally — not your SendGrid account email)

  • Password: The API key you copied above


Mailgun

  1. Sign in at app.mailgun.com and go to Sending > Domains. Select your domain or add and verify a new one.

  2. Click on your domain, then go to the SMTP credentials tab.

  3. Click Reset Password next to your SMTP login, set a password, and copy it.

  • Server Name: smtp.mailgun.org

  • User Name: Your Mailgun SMTP login (shown on the SMTP credentials tab)

  • Password: The password you set above


Amazon SES

  1. Sign in to the AWS Management Console and go to Amazon SES.

  2. Confirm your account is out of the SES sandbox. If not, go to Account dashboard > Request production access.

  3. Go to Verified identities > Create identity and verify your sending domain or email address.

  4. Go to Account dashboard and click Create SMTP credentials. Download the generated SMTP username and password — they will not be accessible again.

  • Server Name: email-smtp.[your-region].amazonaws.com (e.g., email-smtp.us-east-1.amazonaws.com)

  • User Name: The IAM SMTP username from the credentials file

  • Password: The IAM SMTP password from the credentials file


Web Hosting / cPanel / Plesk

  1. Log in to your hosting control panel and go to the Email Accounts section.

  2. Find the email account you want to use (or create a new one such as [email protected]).

  3. Click Connect Devices or Configure Mail Client — your host will display the outgoing SMTP server name. Note it down.

  • Server Name: As shown in your hosting panel (e.g., mail.yourdomain.com)

  • User Name: Your full email address

  • Password: The password for that email account


Step 2 – Navigate to Outgoing Server Settings in Dazos

  1. Log in to your Dazos CRM.

  2. Click Settings in the main navigation.

  3. Click CRM Settings.

  4. Click Configuration.

  5. Select Outgoing Server.


Step 3 – Enter Your SMTP Details

Fill in the Mail Server Settings (SMTP) form as follows:

  • Server Type: Others

  • Server Name: The SMTP hostname from your provider (see Step 1)

  • User Name: Your SMTP username from your provider

  • Password: Your SMTP password or API key from your provider

  • From Email: The verified sender email address you want recipients to see


Step 4 – Save

Click Save to apply your settings.


Verification / Expected Result

Trigger a test email in Dazos. Confirm delivery from your custom sender address and that the email appears correctly in the recipient's inbox.

Troubleshooting / Common Errors

  • Connection timeout: Port 587 may be blocked on your network. Ask your IT team to allow outbound traffic on port 587 to your SMTP server hostname.

  • Authentication failed (SendGrid): The User Name must be literally apikey — not your SendGrid account email. The Password must be your API key.

  • Authentication failed (Amazon SES): SES SMTP credentials are separate from your regular AWS access keys. You must generate them specifically from the SES console as described in Step 1.

  • From Email rejected: SendGrid and Amazon SES require the From Email to be a verified sender identity within their platform before they will send on its behalf.

  • Emails rejected at recipient: Your domain may be missing SPF or DKIM records. Refer to the Custom Domain Email Setup – Domain Verification Process article.


Related Resources

  • Custom Domain Email Setup – Domain Verification Process (CRM)

  • How to Configure Your Outgoing Mail Server (SMTP) (CRM)

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