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10 min readMessaging & AI

Setting Up Gmail for Customers

Let customers connect their own Gmail or Google Workspace account so review request emails come from their real mailbox instead of the agency sender.

One of the strongest trust plays in the platform is letting a customer send review requests from their real mailbox. When the recipient sees a familiar sender, open rates usually improve.

This guide is about the customer-side Gmail flow, not agency-side SMTP setup. The agency first enables the feature on the customer plan, then the customer connects their own Google account through the simplified wizard.

What you need first

  • A Gmail or Google Workspace account
  • 2-Step Verification enabled on that Google account
  • An App Password created for EmbedMyReviews
  • The customer plan must have `Email Provider` enabled
Account typeDaily limit
Personal Gmail500 emails per day
Google Workspace2,000 emails per day

What the agency has to do first

From the agency side, go to `Business -> Billing & Revenue -> Plans`, edit the relevant customer plan, and enable `Email Provider` in the campaign settings.

Without that plan setting, the customer will not see the email setup option in their own account.

Create the Gmail App Password

Google does not allow normal account passwords for this kind of third-party SMTP connection. The customer needs an App Password instead.

  • Open the Google Account security settings
  • Turn on 2-Step Verification if it is not already enabled
  • Open `App Passwords`
  • Create a new App Password for EmbedMyReviews
  • Copy the generated password immediately

What the customer setup flow looks like

Inside their account, the customer sees a simplified email wizard built for non-technical business owners. They do not need to deal with hostnames, ports, or encryption settings.

  • Choose Gmail from the two large email provider cards
  • Enter the Gmail address and the App Password
  • Verify the connection
  • Send a test email

What happens after setup

Once Gmail is connected, customer-owned sending takes priority in the 3-tier email routing system. Review request emails are then sent from the customer's mailbox rather than the agency fallback sender.

  • Recipients see the customer's real email address
  • This usually improves trust and open rates
  • Customer-owned Gmail sending does not consume the normal customer plan email credits

Common issues

  • Using the normal Google password instead of the App Password
  • 2-Step Verification not being enabled yet
  • Hitting Gmail daily limits on busy days
  • Using the same mailbox for too many unrelated sending jobs

Common questions