---
title: Email Setup Settings
slug: email-setup-settings
icon: ✉️
docTags: 
createdAt: 2025-03-04T16:40:47.951Z
---

## 1. Introduction

The **Email Setup** section in the **Storagely Dashboard** manages email configurations for transactional and marketing emails sent through the platform. This setup ensures that email communications, such as **reservation confirmations, payment receipts, and marketing messages**, are delivered correctly.

:::hint{type="warning"}
**Important Notice:**
Access to **Email Setup** settings is **restricted by default** to ensure proper email functionality. Users must work with their **Storagely Account Manager** for any modifications.
:::

## 2. Navigating to Email Setup

To access the **Email Setup**:

1. Log in to your **Storagely Dashboard**.
2. In the **left sidebar menu**, click on **Settings**.
3. Select **Account Setup** → **Email Setup**.

   ![](https://api.archbee.com/api/optimize/_fbQ1jk8y-6t-s-DYY8Bo/_GFmLW_BM94EVcE6CZnf4_screenshot-2025-05-27-at-20634-pm.png)
4. If you see an **Access Denied** message, contact your **Storagely Account Manager** for assistance.

## 3. Understanding the Email Setup Interface

The **Email Setup** section includes the following settings:

### A. Email Configuration

- **SMTP Settings** – Configures outgoing email servers.
- **Sender Email Address** – The email address used to send messages.
- **Reply-To Email Address** – The email where customer replies will be received.

### B. Transactional Email Settings

- **Reservation Confirmation Emails** – Sent automatically when a customer reserves a unit.
- **Payment Confirmation Emails** – Sent when a payment is successfully processed.
- **Move-In Confirmation Emails** – Sent when a customer completes a move-in.

### C. Marketing Email Settings

- **Newsletter & Promotions** – Settings for sending marketing emails to subscribers.
- **Automated Follow-Ups** – Configure follow-up emails for leads and abandoned reservations.

### D. Custom Email Templates

- Modify the **content and design** of automated emails.
- Use **dynamic placeholders** to personalize messages (e.g., customer name, facility name).

## 4. Requesting Changes to Email Settings

Because modifying email settings can affect system-wide communication, all changes should be coordinated with your **Storagely Account Manager**.

To request an email setup change:

1. **Identify the required update** (e.g., SMTP configuration, template edits).
2. **Contact your designated Storagely Account Manager** via email or support ticket.
3. **Provide the necessary details** (e.g., sender email, reply-to address, email content).
4. Your Account Manager will assist in configuring and testing the setup.

## 5. Best Practices for Email Management

✅ **Use a professional sender email address** to increase deliverability.
✅ **Ensure reply-to addresses are monitored** so customer responses don’t go unanswered.
✅ **Personalize email templates** using dynamic placeholders.
✅ **Follow email compliance guidelines** (e.g., GDPR, CAN-SPAM Act).

## 6. FAQs & Troubleshooting

**Q1: Why can’t I access the Email Setup settings?**
A: Access to these settings is **restricted by default** to prevent misconfiguration. Contact your **Storagely Account Manager** for assistance.

**Q2: How do I update my sender email address?**
A: Reach out to your **Storagely Account Manager** to request this change.

**Q3: Can I customize email templates?**
A: Yes, but you’ll need to coordinate edits with **Storagely Support** to ensure proper formatting.

**Q4: What should I do if my emails aren’t being delivered?**
A: Contact **Storagely Support** to troubleshoot email deliverability issues.

*As always, if you have any questions during this process, our Customer Success Team is here to help. The best way to reach us is by submitting a support ticket.*

**[Submit a Ticket](https://d1s7s.share.hsforms.com/297GkKIsiTSmDgSKUYT9s2g)**