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SMTP Settings

Location: ribbon EGTools tab → EGTools group → split-button dropdown menu

A dialog to register the SMTP server used by Mail Merge for sending email (options 4, 5, 6, 7).

Fields

Field Description
Sender name Display name shown to recipients (optional — if empty, only the address is shown)
Sender email The From address, which is also the SMTP login account
Outgoing mail server SMTP server address (e.g. smtp.gmail.com)
Server port Default 465
SSL Whether to use SSL (on by default)

Rules

  • Settings are stored per user account (in the registry) and are never written into workbooks.
  • The password is never stored. It is asked every time you send and used in memory only.
  • If you choose a sending option in Mail Merge while the settings are empty (email, server or port missing), this dialog opens automatically. If it is still incomplete afterwards, sending is aborted.

Important limitation — implicit SSL only

The sending engine (Windows CDO) supports implicit SSL only, which usually means port 465. STARTTLS on port 587 is not supported — entering 587 will make sending fail.

  • Gmail: server smtp.gmail.com, port 465, SSL on — use an app password instead of your account password.
  • For other providers use their "SSL (465)" style port as well; accounts with two-factor authentication may also require an app password.

Notes

  • Non-ASCII subjects/bodies (e.g. Korean) are sent encoded as UTF-8.
  • When sending fails, the error description reported by the server is shown verbatim in the failure list of the Mail Merge completion summary.