Email: Send and receive email in Inbox
Documentation Team
Updated 5 months ago
Inbox allows your team to send and receive emails with leads and customers via Inbox from a shared email address.
When your business gets a new lead from web chat or a form, and that lead provides an email address as a way to contact them, anyone on your team can reply via email to that customer from your centralized Inbox, without needing to open a separate email client.
Features
- Available to all users of Inbox, both Inbox Standard and Inbox Pro
- Send emails to contacts using your business's assigned email address.
- Receive email replies back into your team-shared Inbox, where anyone on the team can continue the conversation.
- Setup email forwarding to receive emails sent to your business-owned email address in Inbox
How to send a new message
- To send an email to a new or existing contact, click the ‘new message’ button in Inbox and enter the email address of the person you'd like to send a message to.
- When your customer replies to a sent email, their reply-to is automatically set to your business's assigned Inbox email address, and replies will appear in Inbox in the same conversation.
How to forward emails into Inbox from other email addresses
By setting up email forwarding in your email client, you can receive emails from leads and customers sent to an email address your business owns into your centralized Inbox, so your team can collaborate on replying.
For example, you might use a general business email address for customer inquiries, like team@yourcompany.com. With forwarding, any time someone sends an email to that address, it will also appear in Inbox.
How to set up forwarding from Gmail:
- In gmail.com, go to Settings > See all settings.
- Select Forwarding and POP/IMAP tab
- Click “Add a forwarding address” and paste in your unique email address from Inbox Settings, click Next, sign in again if required, and confirm.
- In Inbox, you will receive a confirmation message. Click the link to confirm the request to forward email.
- After confirming, you will need to return to Gmail Forwarding settings one more time, to ENABLE forwarding, then save your changes. You can also optionally use filtering to forward only some of the messages.
How to set up forwarding from Outlook:
- In outlook.com, select Settings
- Select Mail > Forwarding.
- To turn on forwarding, select Enable forwarding, enter the forwarding email address, and select Save.
FAQs
- Can we use our own branded email address for sending and replying to emails to clients?
- Not currently. All emails are sent from an assigned unique email address, that has the following format reply+xxxxxxxxxxx@businessapp.io.
- Can each user get their own email address?
- Not currently. Your business uses one shared email address and Inbox. But when a message is sent, the name of the user that sent the email is visible as the Sender details and within the Signature.
- I see an area in Business App settings called “email configuration” – is this where I manage my email for Inbox?
- No, not currently. The email configuration area in Business App settings is for managing email that’s sent from Campaigns Pro and Reputation Management Premium. In the future, email configuration will be unified.
- Can we use our own branded email address for sending and replying to emails to clients?
- Can we use our own branded email address for sending and replying to emails to clients?
- Note the Generated Credentials: After saving, a screen will display the newly created Username and Password. Important: These credentials cannot be reset or retrieved later. Make sure to save them securely before closing the screen.
- Verify User Details: Once you close the credentials screen, you’ll see the newly created API user listed with the assigned Admin role.
- Logout from ServiceMonster: Use the top-right menu to log out of the ServiceMonster portal.
- Complete SSO Integration: Go to the Integrations screen in the Business App. Navigate to the Marketing page and click on the Add Connection button to initiate the SSO process.
Additional Tips:
- Double-check the assigned role for API users to ensure they have the necessary permissions.
- Securely store the username and password, as they will not be retrievable later.
By following these steps, you can ensure a smooth setup of API users in ServiceMonster, enabling uninterrupted data flow and optimal system performance.
