Set up an email account
Configure Bold360 to receive, track, and manage emails.
- Create or edit an email account, as follows:
- At admin.bold360.com, go to Channels > Email > Email Accounts. The Email Accounts window is displayed.
- Select an existing account or click Create New. The New/Edit Email Account page is displayed.
- Select Enable email to activate the email account.
- Enter basic account settings on the General tab:
Option Description Configuration Name Name the account for internal reference. Sender Email Address To use when sending email. Friendly Sender Name Used as the From Email Name when sending emails via this account. For example: Support Team, Jane Doe. User Name User name of the POP3 server. For example, in the email address email@example.com, the user name is support. Password The password associated with the user name for the POP3 server. Server Enter the host name or IP address of your mail server. If your email address is firstname.lastname@example.org, then your mail server host name is normally mail.acme.com or just acme.com. All inbound emails are retrieved from this POP3 server. Secure Connection (SSL) To use a secure connection to your mail server, check Secure Connection (SSL) and enter the Port to be used for the connection. Check with your service provider as required. Type Choose your server type: POP3 or IMAP. Leave copy of messages on server Store copies of emails on your POP3 or mail server to facilitate download to Outlook or any other mail client. Outgoing server Select SMTP server to set up an SMTP server for outgoing email.
- Enter additional settings on the Distribution - Organization tab:
Option Description Department Associate a Department with the email account. The Department can be used to override account-level automatic distribution settings and to determine which agents can be assigned emails by the automatic distribution system. Maintain email thread ownership on new mails Preserve the Owner (agent) field of each email thread. Append email thread ID to subject Append the Email Thread ID to the subject of replies. This make it easier to keep track of conversations with customers. Append email thread ID to subject Append the Email Thread ID to the subject of replies. This make it easier to keep track of conversations with customers. Auto-bcc Specify an email address that is included in the BCC field of all outbound emails from the agent.
- Enter additional settings on the Format and content tab:
Option Description Encoding Encoding for outgoing and incoming messages. Format Choose to show incoming email as either plain text or HTML. Canned messages for emails Select canned message folders that agents can use with email. Email Footer Enable and design a footer that is appended to all emails sent from this email account.
- Save your changes.