Email Issues

Email Not Sending

"Email not set up"

Your advisor profile does not have email settings. Go to Settings and fill in your email details.

"Email login failed"

Your email or password is wrong. For Gmail, use an App Password, not your regular password.

"Cannot connect to server"

The email server address or port is wrong. Check your email provider's settings:

Gmail: smtp.gmail.com, port 587
Outlook: smtp.office365.com, port 587
Yahoo: smtp.mail.yahoo.com, port 465

Connection timed out

Try a different port (587 instead of 465, or the other way around). Turn off your VPN if you are using one.

Email Not Received

Sent but not received

Check these common causes:

Check the spam or junk folder
Make sure the email address is correct
Wait a few minutes. Some providers take time to deliver

Invalid email address

The email address format is wrong. Make sure it has @ and a domain name (e.g. @gmail.com).

PDF attachment too big

Some email providers limit attachment size (usually 25MB). If the PDF is too large, share the tracking link instead of attaching the file.

Gmail Tips

Gmail sending limits

Gmail limits: 500 emails per day for regular accounts, 2,000 per day for Google Workspace. If you reach the limit, wait 24 hours.

App Password not working

Make sure 2-Step Verification is turned on in your Google account. App Passwords only work with 2-Step Verification enabled.

Go to Google Account Security
Turn on 2-Step Verification
Go to App Passwords
Generate a new App Password for "Mail"
Use that 16-character password in your settings

Testing Your Email

Use the "Test Email" feature to check your settings before sending to prospects:

Go to Settings
Fill in your email details
Enter your own email address in the "Test Email" box
Click "Send Test"
Check your inbox for the test message