Setting up email integration for solutions
Planfix can receive customer messages via various communication channels and email. For this to work, you must set up email forwarding from corporate email to a virtual address in your Planfix.
Important: A virtual email address has already been created. You can see it here: Account management — Email — Virtual email addresses:
The virtual email address will look like this:
Copy it into your account and enter it as the address for forwarding in your email.
Useful: Examples of setting up forwarding in popular email services:
After that, all emails sent to your regular email address will be forwarded to Planfix. This means the system can be used for normal email conversation and for receiving customer applications, orders from the website, etc.
- As Planfix is not an email client in the usual sense, emails are received and sent separately. You can specify from which mailbox the replies to emails forwarded from Planfix should be sent. By default, emails are sent from the internal address of the employee in Planfix. You can configure external mailboxes of employees to send emails.
- Additional parameters of tasks created from emails can be configured using rules for creating tasks by email.
- In conversation with customers, you can use the quick resplies mechanism to respond to typical questions.