In the system, you can upload incoming emails from one or several mailboxes. You can add up to 10 email accounts.
Important!
If the block unsafe applications setting is active, it will not be possible to connect email to the system.
When you create a new message collection account, a list of custom fields will be displayed in the "Inbox" tab.
Please note that it takes about 6 minutes for emails to be uploaded normally. Uploade time can vary depending on server load. Initial email uploads can take up to 4 hours.
Find out which settings are suitable for the email server in the documentation of each email service:
Gmail requires additional settings to be configured within the email service itself. Go to the https://mail.google.com/ page, click on the gear icon and select "Settings". Next, go to the "Forwarding and POP/IMAP" section and select the "Enable IMAP" option.
There are two options for configuring the POP protocol: the protocol can be enabled for all emails (even for those that have already been uploaded) and for emails received from the moment that the configuration is set. Choose the option that suits you best.
Note
Within the system, you can specify different mailboxes responsible for sending outgoing emails and uploading incoming emails.
Emails sent to the email address of the online store will be automatically "bound" to customers in the system by their email address. If each store has an individual email, it is necessary to create an email upload account for each store.
The field "Delete uploaded messages" deletes messages uploaded to the system from the email server.
The field "Notify manager" - sends an incoming email notification to the manager, which is attached to the customer.
The field "Create customer if not found" - creates a new customer if no email matches were found in the system when the incoming email is uploaded. If the option is inactive (the option "No" is selected) and no matches were found when trying to upload an email, these emails will not be uploaded.
Important!
When the function is enabled, all emails received by the mailbox are checked. After this, a customer card is created, in which only the "Email" field is filled in.
In the field "Group of managers for new customers", you can specify the user group in which new customers will be assigned to employees according to the manager's status. The distribution works as follows: first, orders are evenly distributed among those managers who are currently in the "Free" status. If there is no free manager, then the distribution will be carried out for those employees in the statuses “Lunch”, “Busy”, “Break” and for those employees who are not currently authorised at that moment in the system.
As a result, the manager will receive two notifications from the system: the first one informs that the customer has been assigned to the manager, and the second contains information about the incoming email.