How To Setup Your Inbox with Gmail Account

The Email Connection feature integrates your business email accounts with the Omni24 platform, centralizing all email communications in one interface and reducing the need to switch between channels while communicating. Let's explore how to connect your email

Note: In this step, we will connect the business Gmail account to Omni24. Learn how to set up email inbox forwarding for Outlook and Yahoo

Step-by-Step Guide 

Step 1:

• Navigate to settings from the dashboard menu. Scroll down to the Channels section. Under Email, click on Add.

Step 2:

• A Set-up Email page opens, click on the other email client​

Note: This is only for connecting other third-party Email clients. To know how to connect your Business Gmail with your inbox.

Step 3:

• An inbox creation form will appear. Enter all the details related to the inbox

Filed required are:

• Mailbox Name. - Specify the name of the inbox 
• Email - Select email for the inbox
• Assignee - Allocate team members who will handle the inbox
• Team - Select the team ho will manage all conversations from the inbox

Once done, click on Create.

How to set up Email Forwarding 

Click on Need Setup beside the inbox to set email forwarding 

A forwarding Email Pop-up will appear where you have to do the following things:

• Copy the Omni24 Email provided in the pop-up
  

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• Go to the Gmail account you want to forward emails from. Click the gear icon in the top right, then select See all settings.

• Navigate to the Forwarding and POP/IMAP tab: Click on the Add a Forwarding Address.
• Enter the email address you want to forward to, and click Next, followed by Proceed from the pop-up. A confirmation will appear 
• A confirmation email with a verification link will be sent to the Omni24 team inbox. 
• Open that email and copy the verification link to a new tab of the browser and click to confirm.

• Return to the original Gmail account's settings and refresh the page. 
• In the Forwarding section, select Forward a copy of incoming mail to and copy the verified address to which you want to forward 
• Scroll to the bottom of the page and click Save Changes

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• Move to the Omni24 inbox setup under and click on “I have set up my email forwarding” for verification. A confirmation will appear in the bottom left corner. 

• After successful setup, you can see the specific email is verified and now all the emails received in the original email will be forwarded to the Omni24 Inbox

Your Inbox Customization Toolkit

General Settings

Click on the inbox for the setting for which you want to customize and set up

• Inbox Email: Connect the professional email address that will be used while reaching out to customers.
• Inbox Address: Inbox's unique auto-generated identifier that you can copy and share when you need to reference this specific inbox.
• Assignee: Select which team members can access this inbox.
• Team: Link your entire team to this inbox for smooth collaborative support.
• Schedule: Set how customer conversations will be distributed among members within the inbox 
• Font: Choose a font that matches your brand personality in terms of professional and clean.
• Font Size: Adjust text size to ensure messages are easily readable for customers

How to invite Members in the Inbox

Add new team members to collaborate on customer conversations by clicking Add Invite from the email inbox setting section and filling out their details.

Required Information for Invites:

• First Name - Enter the team member for a personal touch
• Last Name - Add their last name to complete their profile
• Email - Their work email address, where they will receive the invitation
• Role - set the role of the member within your company from the dropdown
• Country Code & Phone - Contact information for better team coordination 

The member will receive a registration email where they can verify and accept the invitation

Note: Click View Pending Invite to see which team members have not accepted invitations, so you can follow up. This will help you to keep track of your team setup progress.

Incoming Email

Connect your existing customer email to Omni24 so all messages flow directly into your designated inbox, where your team can respond efficiently. to access settings, navigate to incoming email from the email settings

Note: Need technical assistance? Just email the setup details to your IT administrator, who can configure it quickly and easily.

Outgoing Emails

Navigate to outgoing email by navigating to settings> channels > Email setup

Custom SMTP

Configure your email sending settings to ensure your messages always reach customers professionally. It Covers everything from your outgoing server details to security settings to ensure emails do not end up in spam folders.

SMTP settings include:

• Outgoing server - The technical pathway your emails travel 
• Username - Your email account credentials for sending
• Password - Secure authentication for email sending
• Port - specific channel your emails use to go to 
• Security - Protection settings that keep your emails safe and trusted

Add Personal Signature And Auto-Respond Message To Your Inbox

You can add a signature to every inbox easily, which will be visible to every customer who receives mail from this email address. 

Note: Only account owners and admins can set this up by default, though they can grant permission to other team members

• Navigate to Settings> Channels > Email. Click on the mail you want to add.
• Under General, enable signature and auto-respond. Add your customized signature and auto-respond message, and click on update. 

Note: Write something warm and helpful that lets them know you've got their message and will be in touch.