Introduction
Connecting your email account to Richpanel allows you to manage customer interactions directly through the Richpanel interface. This integration can streamline your workflow and ensure that all customer communications are centralized and accessible.
Prerequisites
Ensure you have a Richpanel admin access.
You should be logged into your Email account that you wish to connect to Richpanel.
Steps for connecting Email
Step 1: Accessing the Email Integration Settings
- Log in to your Richpanel account.
- Navigate to the left-hand side menu and click on 'Settings'.
- Under the 'Settings' menu, locate and click on 'Channels'.
- In the expanded 'Channels' menu, click on 'Email' to access the email integration options.
- In the 'Connect your support email' section, you will see multiple email provider options. Click on the 'Connect other email provider' button.
- A new window will prompt you to enter the name that you want the customers to see on email replies, enter the email address and select the brand.
- A new window will prompt you to select a Google account. Choose the account you wish to integrate by clicking on it. If the account is not listed, click on 'Use another account' and sign in with the desired Gmail credentials.
Step 4: Set up forwarding in Email Account
- Forwarding email from Yahoo
- Login to the email you are connecting to Richpanel. Find the Settings icon on the top right corner. Then go to More settings.
- Go to the Mailboxes settings and click on the mailbox you are connecting.
- In the forwarding address field as shown below, paste the forwarding address from Richpanel and click on Verify.
- Once you click on verify, you will get a verification email to your Richpanel inbox. Click on the verification link.
- Once the verification is complete, the forwarding address will be verified as shown below. Click Save to complete the forwarding.
- Verify the forwarding setup by sending a test email and checking if you receive the emails in your Richpanel inbox.
- Forwarding email from Shopify
- Go to your Shopify admin and then Online Store > Domains.
- In the Shopify-managed domains section, select the domain you want to use for the email.
- Click Add forwarding email address:
- In the Store email address text box, enter the email address you’d like to create. You just need to put the first part not @ or the domain need. For example, if you are creating the email support@yourdomain.com then just put ‘support’ in the text box.
- In the Forwarding email address text box, paste the forwarding address you have received from Richpanel. Hit Save.
- Test the email forwarding by sending a test email to the email address you have just created. You should receive it in your Richpanel inbox.
- Forwarding email from your host
- If your email is self-hosted (not hosted with email service providers like Gmail, Yahoo etc.) then you have to set up the forwarding from the email host you are using.
- This setup process varies host to host. You can browse the help articles of your host or get in touch with their support for the setup instructions.
- Below we have listed links to the setup instructions for some of the major hosting providers.
Conclusion
Your Email account should now be successfully connected to Richpanel. You can now send, receive, and manage your support emails directly through the Richpanel dashboard. This integration will help in providing efficient customer support and ensuring a better customer experience.