Forwarding Email to Paldesk Application

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To keep all your support interactions in one place, you can forward messages from your business email account into your Paldesk platform. This gives you a complete overview of all communication and helps you identify your customer’s needs. 

First, select your email provider:

  1. Gmail
  2. Yahoo! Mail
  3. Outlook
  4. Other

Gmail

To forward messages from your Gmail account, do the following:

    1. Log into Paldesk and go to Administration > Channels > Email.
    2. Enter your support email and name that will show up as the sender of your tickets and save changes. Save.
    3. Check your Gmail inbox and verify your email address. Confirm your email integration by entering your email address and the secret code you received from Paldesk.
    4. Go back to the “Email” section of the Paldesk application. Copy the custom email address assigned to your account.
    5. Go to your support Gmail account and click on Settings (the gear icon in the top right-hand corner). 
    6. Open the Forwarding and POP/IMAP tab. In the Forwarding section, click Add a forwarding address. Choose option “Forward a copy of incoming mail to” and save changes.
    7. Paste the email address you copied in Step 4.
    8. Select Next > Proceed > OK. A verification message from Gmail will be sent to that address (in the Paldesk application). Click the verification link in that message.

    That’s it! All messages sent to that email account will now be forwarded to your Paldesk and available as tickets.

Yahoo! Mail

To connect your Yahoo! Account with your Paldesk app, do the following:

    1. Log into Paldesk and go to Administration > Channels > Email.
    2. Enter your support email and name that will show up as the sender of your tickets and save changes. 
    3. Check your Yahoo inbox and verify your email address. Confirm your email integration by entering your email address and the secret code you received from Paldesk.
    4. Go back to the “Email” section of the Paldesk application. Copy the custom email address assigned to your account.
    5. Go to your Yahoo! support account and proceed to Settings.
    6. Select More Settings > Mailboxes.
    7. Click on the primary mailbox account. Under Forwarding, enter the Forwarding Address. Select the email address you want to forward messages to. Now paste the email you copied in Step 4.
    8. Click Verify.
    9. Go back to the Paldesk application and follow the instructions sent to your forwarding address.

Once you have done this, all messages sent to your Yahoo! account will be forwarded into Paldesk as tickets.

Outlook

Complete the steps below to enable email forwarding for Outlook:

  1. Log into Paldesk and go to Administration > Channels > Email.
  2. Enter your support email and name that will show up as the sender of your tickets and save changes.
  3. Check your Outlook inbox and verify your email address. Confirm your email integration by entering your email address and the secret code you received from Paldesk.
  4. Go back to the “Email” section of the Paldesk application. Copy the custom email address assigned to your account.
  5. Go to your Outlook support account and select Settings. Select View all Outlook settings.
  6. In the Settings dialog box, select Mail > Forwarding.
  7. Click on the Enable forwarding checkbox. After that, enter the email address that will receive the forwarded email messages.
  8. If you want to keep copies of the forwarded messages in your Outlook account, select the Keep a copy of forwarded messages checkbox.
  9. Click Save.

After you have completed these steps, all your support emails will be automatically forwarded to Paldesk and available as tickets.

Other email providers

You can setup forwarding for other email providers too. If you are using another system to handle your emails, you just need to create a forwarding rule that will forward all emails from your support email address, for example, support@mail.com, to the address available in the Email channel inside the Paldesk application.

This covers the most popular email providers, but if you are using a different one, it is important to note that you can still create a forwarding rule to transfer all messages from your business email (e.g. mybusiness@somemail.com) to the address specified in the Email channel (Administration > Channels) section of the Paldesk app.

Forwarding Email to Paldesk Application was last modified: December 2nd, 2019 by student@paldesk.com
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