Setting Up Your Email Inbox in ShopJets Customer Support App
Posted on Aug 17, 2024To effectively manage customer support and ticketing via email, you can create an Email inbox in the ShopJets Customer Support App. This comprehensive guide will walk you through the entire process.
This document is divided into two sections:
Creating an Email Inbox
Settings for Gmail Users
How to Create an Email Inbox
Step 1 : Open your dashboard, navigate to Settings → Inboxes → Add Inbox.
Step 2 : Click on the "Email" icon and then Click on other providers.
Step 3 : Enter the channel name and your support email. Then, click the Create Email Channel button.
Step 4 : Add agents to your email inbox. This step ensures that the correct team members can access the inbox. Once agents are added, your Email inbox is successfully created.
Step 5 : Configure your email settings. Go to Settings → Inboxes → Email Inbox Settings → Configuration tab.
You will find two main settings here:
- Configure IMAP
- Configure SMTP
Each of these settings is explained below
How to Configure IMAP for the Email Channel
If you are using Gmail, scroll down to the IMAP section for Gmail below.
Step 1 : Go to Settings → Inboxes → Email Inbox Settings → Configuration tab.
Step 2 : Select the checkbox Enable IMAP configuration for this inbox. You will see the following fields.
Note: If you are using a Gmail account with 2FA enabled, refer to the section on generating an app password for Gmail. For regular Gmail accounts, refer to the section on allowing less secure access to Gmail.
Step 3 : Test the IMAP configuration by sending an email to the configured address. Check the ShopJets inbox to ensure the email is received correctly.
How to Configure SMTP for the Email Channel
Step 1 : Go to Settings → Inboxes → Email Inbox Settings → Configuration tab.
Step 2 : To enable SMTP, select the checkbox Enable SMTP Configuration for This Inbox. Complete the following fields:
Note: If using Gmail with 2FA enabled, follow the steps to generate an app password. .
Step 3 : Open an existing email conversation. Type a reply and click the Send button. Verify the delivery of the email by checking the recipient's inbox.
Settings for Gmail Users
How to Enable IMAP for Gmail Inbox
Step 1 : Open your Gmail inbox, click the Settings icon in the top-right corner, and select See All Settings.
Step 2 : Navigate to the Forwarding and POP/IMAP tab.
Step 3 : Under the IMAP Access section, choose Enable IMAP and Save Changes..
How to Generate an App Password for Gmail
Note: This option is for Gmail accounts with 2-step verification enabled or those managed by an organization.
Step 1 : Go to Google Account Security.
Step 2 : Under the How you sign in to Google section, click 2-step Verification and then click App passwords. If the app password is not enabled, you will need to activate 2-step verification. Once 2-step verification is enabled, the option to set up the App passwords will appear.
Step 3 : Type a name and click Create Use the generated password to configure IMAP/SMTP settings for your email inbox.