How to Forward and Verify Emails in BoldDesk
Email forwarding is a feature that allows you to automatically forward all incoming emails in one account to another. Using this feature, you can convert all incoming emails to tickets and process them. Please follow the steps below to enable email forwarding in BoldDesk.
- To enable email forwarding, you must first add the new support email address. Learn more on How to Configure Support Email Channel.
- After adding the support email, BoldDesk will generate an email that must be the destination email account to which your emails will be forwarded. Go to your email account and copy that email.
Please refer to the video below to learn more about setting up email forwarding and verification.
Please watch this video tutorial for further information.
- Go to Gmail Settings page
- Go to Forwarding and POP/IMAP
- Click the Add forward option and enter the copied BoldDesk email address
- It will ask the Confirmation code to enable forwarding.
- Go to your BoldDesk; the confirmation code email will be created as a ticket; copy the code and paste it into your Gmail settings.
Google sends verification emails in plain text (not HTML). This is done on purpose so the code doesn’t turn into a clickable link. Because Google sends it in plain text for security reasons, so you can copy and paste the code safely.
- Once added the code it will be enabled. You can choose if you want to keep the copy of the email in your inbox.
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Don’t forget to click the Save Settings button at the bottom of the page. Otherwise, the email forwarding settings will be disabled. That’s all done. You can now create your tickets via email.
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Return to the support email page via Admin -> Support Emails and finish the email verification process.
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Click the verify button next to your newly added email address, and BoldDesk will send a verification email. Using this Email forwarding rule, BoldDesk will read that email and verify it. You will see this confirmation message once you have been verified. You can now send and receive emails from your custom support email address.
Each email provider will have different email forwarding settings, which you can find here.
To improve the email’s security and deliverability, consider configuring the DKIM and SPF Record. Explore more on How to Setup DKIM for BoldDesk and How to Use SPF Records to Improve Email Deliverability.
Please refer to the video below to learn more about how email forwarding works in creating a ticket via email.
Frequently Asked Questions (FAQ)
1. What is email forwarding in BoldDesk?
Email forwarding allows you to automatically forward incoming emails from one account to another. In BoldDesk, this feature helps convert forwarded emails into support tickets for processing.
2. Why should I enable email forwarding in BoldDesk?
Enabling email forwarding ensures that all customer emails sent to your primary email account are automatically converted into tickets in BoldDesk, streamlining support operations.
3. What is the first step to set up email forwarding in BoldDesk?
You must first add your new support email address in BoldDesk. Learn more on How to Configure Support Email Channel.
4. How do I configure email forwarding in Gmail for BoldDesk?
Go to Gmail Settings → Forwarding and POP/IMAP, click Add Forwarding Address, enter the BoldDesk-generated email address, and verify using the confirmation code sent as a ticket in BoldDesk.
5. Where do I find the confirmation code for Gmail forwarding?
The confirmation code email will appear as a ticket in BoldDesk. Copy the code and paste it into Gmail’s forwarding settings to complete the setup.
6. Why does Google send the verification email in plain text?
Google sends verification emails in plain text for security reasons, ensuring the code is not clickable and can be safely copied and pasted.
7. What should I do after enabling forwarding in Gmail?
Click Save Settings in Gmail to finalize forwarding. Then return to BoldDesk, go to Admin → Support Emails, and complete the email verification process.
8. Can I keep a copy of forwarded emails in my inbox?
Yes. Gmail allows you to choose whether to keep a copy of forwarded emails in your inbox after enabling forwarding.
9. How do I verify my support email in BoldDesk after setting up forwarding?
Click the Verify button next to your newly added email address in BoldDesk. BoldDesk will send a verification email, which will be processed via the forwarding rule.
10. Does email forwarding work the same for all providers?
No. Each provider has different settings. Refer to these guides:
- Yahoo
- Zoho Mail
- Outlook
11. How can I improve email security and deliverability in BoldDesk?
Configure DKIM and SPF records for better security and deliverability. Learn more on:
