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How to Send an Email from BoldDesk to a Customer

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The available options for sending emails from BoldDesk to customers are as follows:

  • To send an email from BoldDesk to the end users, you need to create a ticket under the customer’s email and then post replies. An email notification will be sent to the customer upon ticket creation and on each update.

  • You can also hide the ticket ID/URL in the email template. This will enable customers to receive email notifications, but without the ticket ID/URL to access the customer portal.
    Refer here and learn how to set up email-only support for customers and hide the customer portal.

  • If you prefer not to send email notifications to the end user regarding the ticket creation and reply, you can create a ticket as private (email notifications for ticket creation and replies will not be sent to the customer). Utilize the forward ticket feature to forward specific replies to the customer or a third-party vendor who does or doesn’t have a BoldDesk account.

  • Access to conversations is limited to email only. When responding to an email, their comments will be recorded in the forward activity within the agent portal, similar to a ticket.

Note: Bulk emails cannot be sent from BoldDesk.

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