Introduction

Integrating your Outlook email with Richpanel can significantly enhance your support team's efficiency by centralizing email communications within the Richpanel dashboard. This step-by-step guide will walk you through the process of connecting your Outlook email account to Richpanel.

Prerequisites

Steps for connecting Outlook

Step 1: Accessing the Email Integration Settings

1. Sign in to your Richpanel account.
2. Click on the 'Settings' tab on the left-side navigation bar.
3. Expand the 'Channels' section and select 'Email'. This will take you to the email channel settings.
4. On the 'Connect your support email' screen, you will find several options. Click on the 'Connect Outlook/Office 365 account' button to start the integration process with Outlook.

Step 2: Outlook Account Details

1. In the 'Connect Outlook account' pop-up, you will be prompted to enter several details:
• Name on email replies: Enter the name that you want to appear in your email replies.
• Email address: Provide the Outlook email address that you wish to connect with Richpanel.
• Select brand: Choose the appropriate brand associated with this Outlook account if you have multiple brands in Richpanel.

Step 3: Authenticate and Connect

1. After filling in the required fields, click 'Next'.
2. You will be redirected to the Outlook sign-in page. Enter your Outlook credentials and sign in.
3. If prompted, allow Richpanel the necessary permissions to access your Outlook account.

Step 4: Set up forwarding in Outlook

1. Navigate to Settings > Emails > Forwarding in your Outlook inbox.
2. Toggle the Enable Forwarding button.
3. Add the support email in “Forward my email to” text box.
4. Select “Keep a copy of forwarded messages”, if required.

Conclusion

• Introduction
• Prerequisites
• Steps for connecting Outlook
• Step 1: Accessing the Email Integration Settings
• Step 2: Outlook Account Details
• Step 3: Authenticate and Connect
• Step 4: Set up forwarding in Outlook
• Conclusion