Email Integration

Integrate your external emails with Infraon to track and manage your correspondence with Infraon customers. This is achieved by setting up email forwarding from your current email client (or server).

To begin with, we have added instructions for the most popular email clients:

• Google Mail

• G Suite

• Microsoft Outlook

Contact our support team if your email service provider is not listed above. We will help you set it up

Google Mail Forwarding

Google Mail forwarding can be used in the below scenarios:

• Forward all mails

• Forward specific emails from your inbox

• Forwarding emails from the "spam" folder

Forward All Mails

• Open Gmail and click the gear icon in your inbox. Choose "See all settings."

• Navigate to the "Forwarding and POP/IMAP" tab.

• Click "Add a forwarding address."

• Enter your Infraon address (found in Infraon Settings-> Inboxes), click "Next," and "Proceed."

• Check Infraon for the verification message. (Use the 'Click here to refresh' option from the 'Setup your Helpdesk Email (Step 2 of Getting Started module) page to get your verification code).

• Add the verification code and click "Verify."

• Select "Forward a copy of incoming mail to [e-mail]."

• You can select the action for forwarded messages—keep them in your Gmail Inbox, mark them as "read," archive them, or delete them, depending on your requirements.

• Click 'Save Changes.'

Visit https://support.google.com/mail/answer/10957?hl=en for more details.

Forward Specific Mails

You can choose to forward selective messages using the filter option. You can filter emails from a specific person, a keyword from the subject line, and so on.

To add a filter:

• Open Gmail and click the gear icon in your inbox. Choose "See all settings."

• Navigate to the "Filters and Blocked Addresses" tab. Google suggests some filters based on your usage.

• Click "Create a new filter."

• Choose from the available options to create a filter. There are eight main criteria to select from:

  • From-select the sender(s)

  • To select the recipient(s)

  • Subject-Add a keyword to look for in the subject line.

  • Has the words-Add keyword to look for in the mail content.

  • Doesn't have-Add a keyword to look for the absence of the word in the mail content.

  • Size-select from greater than or less than and add a specific size.

  • Has attachment-check to select emails with an attachment.

  • Don't include chats-check to ignore the chat history emails.

• Add filters to suit your requirements and click on "Create filter." Alternatively, you can select to import filters.

• Google prompts you to select the action for the selected filter.

• Select "Forward it" and click 'Add a forwarding address.' Add your Infraon email address.

• Click 'Proceed' to confirm. A confirmation pop-up appears.

• All your emails meeting the selected filter criteria will be auto-forwarded to Infraon.

Forward Spam Mails

Gmail may sort your customer's email as "spam." To avoid missing out on emails, you can configure it to forward them to Infraon.

Before proceeding, disable other filters if applied.

• Open Gmail and click the gear icon in your inbox. Choose "See all settings."

• Navigate to the "Filters and Blocked Addresses" tab. Google suggests some filters based on your usage.

• Click "Create a new filter."

• In the 'Has the words' section, add ' delivered to your email address.'

• Add filters to suit your requirements and click on "Create filter."

• Google prompts you to select the action for the selected filter.

• Select "Forward it" and click 'Add a forwarding address. Add your Infraon email address.

• Click 'Proceed' to confirm. A confirmation pop-up appears.

Mails from the spam folder meeting the selected filter criteria will be auto-forwarded to Infraon.

If you use Groups in G Suite, include the Infraon forwarding address as an email address in your group.

Google Suite

Follow the below steps to forward emails from Google Groups.

Forward from an Existing Group

• If you use Groups in G Suite, include the Infraon forwarding address as one of the email addresses in your group.

• Open the G Suite administrator console. Choose Groups.

• All your Google Groups will be visible. Choose the group you wish to add your Infraon address to.

• Navigate to the "members" section. Click on the 'Add Members' button.

• Add your Infraon email address and select 'Add to Group'.

• The Infraon email address has now been added to the group.

Steps to Create a New Group

Follow the below steps to create a new group:

• Go to the Google Groups list and click "Create group."

• Fill in group details like name and group email. Choose a group owner.

• It is important to enable External "Publish posts" to receive emails from outside your organization. Click on "Create Group."

• Click "Done.

Follow the steps from the previous section to add the Infraon email address to this newly created group.