How to Set Up Email Reply & Forwarding - YouTube
FrequencyOS
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How to Set Up Email Reply & Forwarding
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Where to Find Reply & Forward Settings
Once you are in the location, click on Settings -> Email Service s
Forwarding Address
If a lead responds to an email, that response is always going to show up in Conversations tab, however, if you want a COPY of the lead’s email response to go to someone’ email, you could put in that email address there. All incoming and outgoing emails (To, CC, and BCC) will be charged.
You could enter multiple forwarding email addresses here separated by a comma, e.g. email1@test.com, email2@test.com, email3@test.com
Reply Address
Now we have the option to Add a reply-to address. All incoming emails will be sent to that email address instead of routing to the Conversation tab.
When you reply to the leads' email in your inbox outside the CRM, your reply will not sync back to the CRM.
You will be able to add up to 5 email addresses.
This can be configured in Settings> Email Services> Reply & Forward Settings> Reply Address.
Make sure to Save once you have entered a Reply Address.
BCC Emails
You will receive a Blind Carbon Copy of every 1-1 emails, workflow emails, and billing email that goes out from that location. This is configurable from Settings> Email Services> Reply & Forward Settings> BCC Emails
BCC functionality is supported only for 1-1 emails,workflow emails and billing will apply accordingly.
It does not work for bulk or campaign emails.
Forward to Assigned User
The assigned user of the lead will receive the email replies in their Email Inbox. The Email will be sent to the Email address for that user in Settings> My Staff> edit User> User Info
Enable Reply Tracking - Other SMTP Providers
There's no option to enable reply tracking for Mailgun since it's directly integrated with the Receiving route set up in Mailgun. Click here to learn more about: How to setup Replies in MailGun.
If you mask the sender email like testing@gmail.com, the reply-to address will show as testing@replies.subdomain.com, which is the Mailgun subdomain we set up for the location in Agency Settings-> Mailgun.
Replies will still appear correctly in the Sub-account's Conversation tab.
Example With Reply Tracking
The highlighted email shown in the screenshot below will be the reply-to email address. So we can capture the email replies back into the Conversation tab to read, manually respond or trigger a response using tags, etc. This will be the limitation of using SMTP integration.
Example Without Reply Tracking
The highlighted email shown in the screenshot below will be the reply-to email address. We will not be able to capture the email replies back into the Conversation tab. But responses will be going to the configured sender email in the inbox.
Q: Why the attached files do not get forwarded along with the email replies?
A: The forward settings in the email services tab do not support forwarding attachments. So if the contact replies to the emails with an attachment, we will need to log in to the FrequencyOS conversation view to see it.
Q: Why do the forwarding emails I've added disappear after attempting to save?
A: If the email addresses are invalid, or they collide with any dedicated domains added to your sub-account, they cannot be used as a forwarding address.
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