All Collections
Help Desk
Setup
Automatically Forward Emails to the Help Desk
Automatically Forward Emails to the Help Desk

Integrate your email clients with Web2Chat to automatically forward customer emails to your Help Desk.

Avatar of Khushhal
Written by Khushhal
Last updated Sep 07, 2024

Benefits

  • Centralized Support: Manage all support requests from one place.
  • Streamlined Workflow: Automatically forward emails from your support address to Web2Chat.
  • Multiple Email Addresses: Forward emails from multiple addresses to Web2Chat.

How to Set Up Email Forwarding

Each Web2Chat workspace has a unique incoming email address. Follow these steps to set up email forwarding:

Find Your Forwarding Address:

  • Navigate to Settings > Email > Email forwarding in Web2Chat.
  • Copy the unique email forwarding address provided.
Image
  • Configure Forwarding in Your Email Client:
    • Add the copied forwarding address as the new forwarding address in your email client settings.
    • Repeat this process for any additional email addresses you want to forward to Web2Chat.

Important Considerations

  • Email Providers: Different email providers have varying settings and capabilities. Ensure you read the documentation for your email provider before getting started.
  • Avoid Mailing Lists: Do not use mailing lists (e.g., Google Groups) for forwarding as they may modify the envelope From address, causing issues with email association in Web2Chat.

Provider-Specific Instructions

Google Workspace or Gmail:

Google Workspace: Set up default routing rules. Ensure the forwarding email address is not associated with a Google Workspace user account, mailbox, or Google Group.
Gmail: Configure forwarding from the Forwarding and POP/IMAP tab in Gmail settings. Be aware of Google’s rate limits for forwarded emails.

Microsoft Outlook:

Redirect Rule: Set up a rule in Outlook to redirect emails to your workspace forwarding address. This method is flexible and can be combined with other email rules.
Forwarding Setting: Some versions of Outlook allow simple forwarding settings to redirect all emails to another address.

Verify and Test Email Forwarding

Verify Your Email:

Some email providers may send a verification email to your Web2Chat Help Desk. Follow the instructions in this email to confirm the forwarding setup.
Image

Test Email Forwarding:

After setting up, test the email forwarding to ensure it works correctly. This may take a few minutes to complete.

Remove Email Forwarding

If you wish to disconnect your email forwarding from Web2Chat, disable the forwarding settings in your email client.

By setting up email forwarding, you ensure that all customer support emails are directed to Web2Chat, allowing for streamlined and efficient handling of support requests.