How to set up your Gmail account

When you first attempt to add your Gmail Account settings into your
WFG Campaign Manager account via our Email Delivery Boost tool,
Gmail may force you to prove this was authorized.

Need help? Contact the Outstand Support Team at 800-865-7496 - or email them.


1: Go to your Profile

  • In your WFG Campaigns Account, click Your Account
  • Then click Manage Profiles
  • Then select the Contact Info tab

2: Add your Gmail password

  • Scroll down to your email address
  • Click Turn On Email Delivery Boost
  • Add your Gmail password
  • Click Done

3: Log in to your Gmail account


4: Click the Turn On link in Gmail

This Google page allows less secure apps to connect to your Gmail. While the WFG Campaign Manager is secure, it is a relatively unknown application to Google (unlike for example, Facebook), so Google is taking extra precaution.


5: Allow access for the Campaign Manager


6: Return to your Profile in your Campaign Manager

  • Click Your Account 
  • Then click Manage Profiles
  • Then select the Contact Info tab
  • Click the Turn on Email Delivery Boost button
  • Enter your Gmail password
  • Click Done – that should do it!

(You may have to do Step #4: Click the Turn on link in Gmail above a second time if it doesn't work the first time.)


7. Click the confirm link in Gmail

  • In your WFG Campaign Manager account, you should see the purple alert shown in the graphic here
  • Go back to your Gmail account
  • Look in your Gmail inbox for a new email titled: WFG Campaign Manager: Verify Your SMTP Settings
    (It may take a few minutes for the email to show up – check your spam, trash, and Promotions areas.)
  • Click the confirmation link in the email

8. Refresh your WFG Campaign Manager browser window 

  • Go back to your WFG Campaign Manager account
  • Click the browser's refresh button (or reload button)
  • Email Delivery Boost will now indicate that it's on!

You're all set!

When you see the message, Email Delivery Boost is Turned On, you're ready to start firing off emails from your Campaign Manager account! Your emails will actually be sent from your appropriate server, fulfilling your compliance requirements.


PLEASE NOTE

Sending email from the Campaign Manager is limited to 25 recipients at a time when using an email address not provided by WFG.

IF YOU'RE A NON-SECURITIES-REGISTERED ASSOCIATE:
You are not required to use a specific email address or service.  (There may be letters, terms, or phrases that are not acceptable to use as part of your email address. Any questions about the acceptability and approval of your email address should be directed to WFG.)

IF YOU'RE A SECURITIES-REGISTERED ASSOCIATE:
You are REQUIRED by Compliance to set up your Campaign Manager account to send email from your provided tfaconnect.com email address/server. (Questions regarding your email account should be directed to WFG.)