Today we will be taking you step by step through the process of setting up email forwarding for ReplyDesk. We have split the process into two parts, Email Forwarding and SMTP setup. We have included instructions for the major email clients.
Setting up Email Forwarding
Go to the lower-left of the Dashboard, click on the Profile Icon, and choose Integrations from the menu.
From the Integrations screen, find and select the Email Inbox icon.
In the upper left, select Add Email Account.
This brings up the Support Email Popup. In the Support Email field, we want to enter our forwarding address. The From Name, is our display name field, and will determine how our emails appear to our clients. Click Continue.
This brings up the Email Forwarding setup menu. We have already filled in the information in Step 1. We can go to Step 2.
Step 2 is where you set your forwarding settings inside of your email client, and will differ depending on which email client you're using. Go to the next section to find specific setup instructions for the most popular email clients.
Setting Forwarding Settings for Specific Email Clients
First, we need to copy our ReplyDesk Forwarding Address using the provided button.
Gmail
From your Gmail Inbox, click on the settings cog, and select See All Settings.
Choose the Forwarding and POP/IMAP Tab.
Click Add a Forwarding Address.
Paste the ReplyDesk Forwarding Address into the field and click Next.
Click Proceed in the pop-up.
Click OK to exit out of the Add a Forwarding Address box
Go back to ReplyDesk and use the Get Gmail Code button and click on the link.
Verify that forwarding has been enabled in your Gmail settings and save.
Use the Check Forwarding Button and Click Finish.
Outlook
From your Outlook Inbox, use the settings cog to bring up the settings menu.
Select the Mail tab, then the Forwarding section.
Enable the Forwarding Toggle, and paste the ReplyDesk Forwarding Address into the provided field. Click Save
Go back to ReplyDesk, make sure the Outlook logo is selected, and use the Check Forwarding button.
Once you get the success message, click Finish.
Yahoo
From your Yahoo inbox, click Settings, and then Mailboxes.
Find the Mailbox you are setting up forwarding for and click on it.
Under Forwarding Address paste your ReplyDesk Forwarding Address and click Verify.
Go back to Replydesk, switch to the Yahoo logo, and use the Check Forwarding
button.
Once you get the success message, click Save.
Setting up your SMTP connection to send Outgoing Messages
Step 3 allows us to set up our SMTP connection so we can send outgoing messages from our ReplyDesk platform as well. The first thing we need to do is to set our email provider, once we do this most of our settings will be pre-filled out for us. We will then only have to set our username and generate an App password, which we will walk you through for each major email client below.
Gmail
First, make sure your username matches the email address you used in Step 1 as your forwarding address.
Now we need to generate our app password. Go to your G-mail account, click on your profile icon, and select Manage Google Account.
In the search bar type "App Password", make sure 2FA is enabled on your account or it will not show up.
Name your password.
Copy your password and paste it into the password field in ReplyDesk.
Use the Test Connection button to make sure it's working, and then Save to complete the setup.
Outlook
First, make sure your username matches the email address you used in Step 1 as your forwarding address.
Now we need to generate our app password. We need to log in to our Microsoft account and go to the Security settings.
Under Additional Security Settings, we will find App Passwords. Click Create New App Password.
Copy the password and paste it into the ReplyDesk password field.
Use the Test Connection button to make sure it's working, and then Save to complete the setup.
Yahoo
First, make sure your username matches the email address you used in Step 1 as your forwarding address.
Log in to your Yahoo account.
Navigate to the Security Tab.
On the left-hand side, choose Generate App Password.
Copy password, and paste it into the password field on ReplyDesk.
Use the Test Connection button to make sure it's working, and then Save to complete the setup.
Note: Yahoo has disabled App Passwords for all new accounts. If you cannot generate an app password for your Yahoo email you will be unable to setup SMTP forwarding for that address currently.