Email Settings tell include GO how to send email on behalf of your business — invoice notifications to clients, purchase orders to vendors, payroll reminders to crew members, and system alerts. You pick an email provider, give the app the credentials, and it takes care of delivery.
There are two provider options: Postmark (a reliable transactional email service, the recommended default) and SMTP (your own mail server or another provider like Gmail or Microsoft 365). Pick whichever fits your setup; you can change providers later without losing other settings.
Where to Find Email Settings
From anywhere in include GO, click the Settings icon in the left sidebar. In the Settings sidebar that opens, under the Integrations & Data section, click Email Settings.
Navigation path: Dashboard → Settings → Integrations & Data → Email Settings
The Email Settings Page
What you see on this screen
# | Element | What it does |
|---|---|---|
1 | Postmark API option | Send email through Postmark, a transactional email service optimized for deliverability. Default choice. |
2 | SMTP Server option | Send email through any SMTP server — your own mail host, Gmail, Microsoft 365, SendGrid's SMTP interface, etc. |
3 | Save button | Saves changes to provider choice, credentials, and sender identity. |
Above the provider cards there are status badges showing whether email is configured, verified, and active. Below the provider cards, the selected provider expands to show its configuration form and a Sender Identity section (From Name, From Email, Reply-To).
Using Postmark (recommended)
Postmark is a transactional email service built for reliable delivery. It handles bounce management, signs messages with DKIM, and gives you detailed send reports. If you don't already have a preferred email provider, pick Postmark.
Setting it up
Sign up for a Postmark account at postmarkapp.com (a dedicated server is recommended for production).
In Postmark, create a Server — this represents your include GO instance as a sender. Note the Server API Token.
Add and verify the sending domain you want to send from (e.g., notifications.yourcompany.com).
Back in include GO, on the Email Settings page, pick Postmark API.
Paste the Server Token into the Postmark Configuration form.
Optionally set a Message Stream (defaults to
outbound).Fill in the Sender Identity: From Name (e.g., ACME Landscaping), From Email (must match a verified Postmark domain), and Reply-To.
Click Save.
Server Token, not Account Token: Postmark has two kinds of tokens. Paste the Server token (starts with the server's name) not the Account token. The Account token has admin rights you don't want to expose here.
Using SMTP
Pick SMTP if you already have a mail provider, prefer to use your own mail server, or need a sending rule that Postmark doesn't cover.
Setting it up
On the Email Settings page, pick SMTP Server.
Fill in the SMTP fields from your mail provider:
Host (e.g.,
smtp.gmail.com,smtp.office365.com)Port (typically 465 for SSL or 587 for TLS)
Username and Password (app password for Gmail / Microsoft 365)
Encryption (TLS or SSL)
Fill in the Sender Identity at the bottom of the form.
Click Save.
App passwords for Gmail / Microsoft 365: If your account uses 2-factor authentication, you'll need to generate an app password in your provider's security settings — don't paste your regular account password.
Sender Identity
The Sender Identity section controls what the recipient sees in their inbox:
Field | Purpose |
|---|---|
From Name | The display name shown in the recipient's inbox (e.g., ACME Landscaping Invoices). |
From Email | The address the email is sent from. Must be on a domain your provider has verified. |
Reply-To | Where replies go. Can be the same as From Email, or routed to a monitored shared inbox like billing@yourcompany.com. |
How Email Settings Connect to the Rest of the App
AR Invoices — Invoices emailed to clients use these settings.
Purchase Orders — POs sent to vendors go through the configured provider.
Payroll notifications — Paystub emails to employees.
User invitations and password resets — Account management emails.
Workflow triggers — Any automation that sends an email.
Who Can Edit This Page?
Anyone with the Settings View permission can see the Email Settings page. Only users with the Settings Manage Email permission can change the provider or credentials. By default this means Super Admin.
Tips & Best Practices
Send a test message after saving. The fastest way to verify setup is to generate a test invoice and email it to your own address.
Use a sending subdomain. Rather than invoices@yourcompany.com, configure notifications.yourcompany.com at your email provider. Keeps marketing and transactional sending separate and protects your primary domain's reputation.
Verify SPF, DKIM, and DMARC. Your email provider will give you DNS records to add. Missing any of them cuts deliverability in half.
Set a monitored Reply-To. Send from noreply@ but route replies to a real mailbox someone checks — clients will hit reply and you don't want their message to vanish.
Rotate the Server Token once a year. Generate a new one in Postmark (or a fresh SMTP password), paste it in here, save.
Don't paste credentials into chat or email. They're stored encrypted here — once saved, they're not readable back even by admins.
Common Questions
Which provider should I pick? Postmark unless you have a reason to use your own mail server. Postmark handles deliverability, bounce tracking, and compliance out of the box; SMTP makes all that your job.
Can I switch providers later? Yes — change the selection, fill in the new provider's credentials, save. The previous provider's credentials stay encrypted in case you switch back.
Why aren't my emails arriving? The most common cause is unverified DNS. Check that your sending domain has SPF and DKIM records set up at your email provider, and verify the domain in the provider's dashboard. Postmark will flag unverified domains and block sending.
Do I pay Postmark separately? Yes — Postmark is a separate service with its own pricing tied to message volume. include GO uses the credentials you provide.
Can I use a free Gmail account for SMTP? It works for testing but Gmail has a low daily send limit (500 messages) and will throttle or flag you for transactional sending. Use Postmark or a transactional service for production.
Where do I change the email body templates? Not here — Email Settings controls delivery only. Message templates live in the feature that sends them (AR Invoices, Purchase Orders, etc.).
Related Topics
AR Invoices — Where invoice emails are sent from
Purchasing & Payables — Where vendor emails are sent from
Workflow Triggers — Automations that can send email
Roles & Permissions — Control who can edit Email Settings