Setting Up Email
By setting up inboxes in Acquire, you’ll be able to read and respond to emails alongside the rest of your multichannel communication. Route emails to the right team or operator, who then can respond using their personal email right from the dashboard.
In this article:
- Creating an Inbox
- Connecting Email Aliases
- Additional Settings
Step 1: Creating an Inbox
Navigate to Settings > Installation and Setup > Email Setup. Click on ‘Add New Inbox’.
Name the inbox something descriptive that your entire team will understand.
Next, use the drop-down menu to assign the inbox to a department and grant access to the associated users.
Then add in an email address. The email sent to this email address will forward into Acquire.
Click ‘Save’ to complete this step.
Step 2: Connecting the Email Alias to Acquire
After clicking ‘Create’ a new pop-up will appear with your custom forwarding address. Copy the address and open your email client settings.
In your email client, go to your forwarding rules. Paste the address on your clipboard and add any additional settings such as filters for forwarding. Save your changes and return to Acquire.
In Acquire, click on ‘Send Verification Email’ and you’ll receive an email with a verification link. Click the link which will take you back into Acquire to complete the setup. You’ll notice that the email address is now blue, reflecting that it’s been verified.
Step 3: Customize Additional Settings
After you have connected an email address to Acquire it will appear in your inbox list. Open additional settings by clicking the three dots under Action and click ‘Edit’.
To add more emails to the inbox, view the domain details, and modify additional settings, click on the three dots ‘...’ next to the inbox.
Expand the verified email settings by clicking the caret ‘>’. Use the drop down menus to add ‘Undo Time Settings’, enable sent email tracking, and enable conversation threading. Threading will keep emails and their replies in the same conversation rather than creating a new case for each email.
Below those, you can add Auto BCC to other emails like a quality assurance team or select a custom SMTP server.
To view domain details (Return Path, DKIM), click the three dots ‘...’ next to Email Verified then click Channel Info.