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. For those steps, please see this article.
- 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.
- 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.
Note: To improve the email’s security and deliverability, consider configuring the DKIM and SPF Record.
- DKIM Configuration: You can find detailed instructions in this article: How to Setup DKIM for BoldDesk
- SPF Record Configuration: You can learn how to set up SPF records in this article: 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.
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