How to Set up Direct Email (SMTP)

From client interactions to community referrals, emails play a huge role in many placement professional's workflows. By default*, when you send emails through Senior Place, the email address it comes from is communications@findassistedliving.org. While this works for some users, most prefer their emails to come from their actual email address (e.g. jodi@exampleseniorplacement.com).


SMTP is a user-specific setting and requires each user to connect their email to their account. If you're not sure whether SMTP is the correct choice, please reach out to us at support@seniorplace.io.

Follow this step-by-step guide to link your inbox:


*Why doesn't Senior Place default to using my email address? It doesn't default to using your email address since the emails would be flagged as an impersonation - triggering them to be sent to spam. To keep this from happening, records need to be added to your domain to give Senior Place permission to send emails from your email address.


How to Connect Your Gmail Inbox with SMTP

1) Navigate to My Settings > Email

  1. Click the Settings Cog ⚙️
  2. Choose Settings
  3. Go to My Settings
  4. Click Email

2) Click Connect Email Provider


3) Select Google Workspace/Gmail


4) Set Up Your Connection

  1. Click on the Google App Passwords link. This link will open in a new tab.
Note: Google requires that two-factor authentication (2FA) be enabled on your account in order to use app passwords. If 2FA is not enabled, clicking the App Passwords link will redirect you to an error page stating, "The setting you are looking for is not available for your account."

Click Here to Learn How to Enable 2FA for Your Gmail Account

  1. Input "Senior Place" into the app name field.
  2. Click Create


  1. Copy the app password provided in the pop-up.


  1. Navigate back to the Senior Place Email settings page.
  2. Paste your app password into the Password field.
  3. Insert the email of the inbox you are connecting into the Username field.
  4. Click Test connection & save.


  1. Your inbox will automatically connect.

How to Enable Two Factor Authentication for Your Gmail Account

If 2FA is not enabled, clicking the Google App Passwords link will redirect you to an error page. See below for instructions on how to enable 2FA for your Gmail account.


1) Log Into the Gmail Account You Would Like To Connect


2) Navigate to Your Google Account Homepage

  1. Click the Google apps button in the upper right of your Gmail inbox page.
  2. Click your Google profile image.

3) Enable 2FA for Your Gmail Account

  1. Click Security
  2. Click 2-Step Verification

  1. Click Add Phone Number

  1. Add your verification phone number
  2. Click Next

4) 2FA is now enabled

Return to Gmail SMTP tutorial

How to Connect Your Outlook Inbox with SMTP

1) Navigate to My Settings > Email

  1. Click the Settings Cog ⚙️
  2. Choose Settings
  3. Go to My Settings
  4. Click Email

2) Click Connect Email Provider


3) Select Outlook.com


4) Set Up Your Connection

  1. Click on Connect to Outlook.com

  1. Sign into the Outlook account you would like to connect.

  1. Your inbox will automatically connect.


Have more questions? Feel free to reach out to us at support@seniorplace.io!