The feature helps you to connect your Outlook accounts with the Omni24 inbox, centralizing all email communications in one interface as well as reducing the need to switch between channels while communicating. Let's explore how to connect your Outlook account
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
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 - Specify the Outlook account which you want to connect to omni24 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
- Go to the Outlook account you want to forward emails from. Click the gear icon in the top right.
- Navigate to the Forwarding and POP/IMAP tab under Mail: enable the forwarding option
- Enter the email address you want to forward to, and click save.
- Move to the Email setup section in Omni24 and click on “I have set up my email forwarding.” A verification link will be sent to the Omni24 inbox
- Click on “verify single sender,” it will redirect to the SendGrid account with a notification a “successfully verified.”
Note: You need to have a SendGrid account to start forwarding your email
- Once it is verified, move to the Omni24 email setup section. You can see the specific email is verified and now all the emails received in the Outlook account will be forwarded successfully