In this article, we will go over setting up and configuring your email settings. This is beneficial so that end-users who submit tickets will be able to use an email address such as helpdesk@yourdomain.com, and these emails will get forwarded to SeamlessDesk.
When signing up for a trial account with SeamlessDesk, you have the option of choosing to use SeamlessDesk as your email provider, or you can use your own SMTP server. Please note: free accounts are excluded from being able to use email ticketing options.
We recommend using your own SMTP credentials because outgoing emails will have a lower risk of being marked as spam.
SeamlessDesk Email Provider #
If you don’t have an SMTP server and would like SeamlessDesk to send emails for you, follow these steps to configure your settings.
- Go to Settings > General Settings > Support Emails.
- Note: If you are visiting this page for the first time, you will be presented with a popup. Before you can continue, you’ll need to enter your company’s subdomain that you would like to use. For your support emails to work, you must assign a subdomain. Most companies typically use their company name for this step. Also, note that you enter a subdomain, it cannot be changed in the future.
- Once you have entered your subdomain, you are done. From now on, SeamlessDesk will send emails using that email address.
Custom SMTP Server #
- If you would like to use your own SMTP server, go to Settings > General Settings > SMTP Settings.
- Toggle the “Use SMTP” to on.
- Enter a [reply to] email in the “Email reply address” field. This will be your own personal support email (support@example.com).
- Turn on “Confirm using this email as the reply address.”
- Below that, you will need to input your SMTP credentials. Please add your username, password, SMTP server address, SMTP security type, and SMPT server port.
- Click “Save SMTP” to finalize the configuration.
- Done.
Note: Please test your settings before leaving this page to ensure that everything was configured properly.
Set Up Email Forwarding #
Once you have confirmed and saved your SMTP settings, you will now need to set up and configure your email forwarding.
- Go to Settings > General Settings > Support Emails.
- Select “Add new support email.“
- Add an email address that you would like to use and then assign it to a department if needed.
- Note: some larger organizations have different departments that handle different types of support/help desk requests. Using different email addresses will allow you to control how those tickets are handled in SeamlessDesk when new tickets are created.
- Once the email address is added, enter your support email in the “Forwarded Email” field. This is the same email you specified when setting up your SMTP settings.
- Click on “Save” to finish.
Forward Email To SeamlessDesk Email Address #
The final step is to log in to your email service provider so that you can forward emails to the “Destination Support Email” provided to you in the previous step.
Every email provider will have a different way of accomplishing this, so you may want to contact them if you have any questions. Here are a few support links from common email providers that will show you how to do this:
Done. With your SMTP settings properly configured and your email account forwarding your emails to SeamlessDesk, you are ready to start receiving and sending emails from the platform.
If you need any assistance or if you have any questions, please contact SeamlessDesk support at Support@seamlessdesk.com.