Your step-by-step guide to adding the Email Integration to your Replyco account. Follow this checklist to view and reply to all emails in one single hub.
Access Rights needed: Main => Admin (View & Edit)
Replyco can pull messages from your email account so all of your messages are in one centralized location. This is ideal for any role-based accounts (info@) that multiple users will need access to.
Reading your email accounts can be done in 1 of 2 ways:
Forwarding. You configure your current mailbox to forward messages to the Replyco email address we provide. Everything that is being sent to this Replyco-generated specific email address, will be displayed in Replyco.
SMTP. We will connect to your email server directly and use IMAP/POP protocols for receiving the emails and SMTP for sending them on your behalf when you reply via Replyco.
WARNING: If you are adding an email address that is already receiving notifications from an integration, you could be duplicating the number of tickets coming into the system.
Click on + Add Integration at the top right of the app.
Select Email from the list of integration options.
Click on + Add Integration and select Email
SETTING UP EMAIL FORWARDING
Fill in the required fields and then press Authorize button.
Enter your email address to integrate - this should be the email address of the mailbox you are going to integrate into Replyco.
Send Name as - this is the name your recipients will see when you will send outcoming messages via Replyco. Here is an example of what it looks like in Gmail:
Add a custom icon - is an option that allows you to upload your own icon instead of a standard one:
Custom icons for Email integration
Set Up a Forwarding Rule
Press the Copy Email Address button to get a specific Replyco-generated email address for your integration and then go to your mailbox settings.
Press the Copy Email Address button
In a separate window, log in to your Email Host to configure Forwarding and POP/IMAP.
When prompted, paste the address you copied from Replyco. It may look something like this:
Create a rule to forward the correspondence to Replyco-generated email address
Return back to the Replyco page, click Authorize to complete.
All Done!
Once you passed all the steps, click the Finish button.
Click the Finish button.
VIEW / EDIT
To see Integrations that have already been added, go to Admin > Integrations.
Click Admin => Integrations
A list will show the Source, Synchronization Status, Account, Name, Date for Last Messages Synced, and Last Orders Synced.
A 🟢green status means that the Integration IS configured correctly.
A 🔴red status means the integration is NOT configured correctly.
Still have questions?
We're here to help! If you have ANY questions, need help with setup, or just want to chat about customer support (really, we are always up for a good chat), please don't hesitate to reach out via:
