Merchants can send emails to your support address that will automatically create Issues in Relay. Learn more about the email Issue workflow here.
There are two ways to set up the email integration and automatically turn emails into Issues in Relay: forwarding and IMAP.
Forwarding
The easiest way to set up an email integration is to use forwarding.
Each Team in Relay has a dedicated email alias that you can forward an email to. An Issue will then be automatically created for each new inbound email. This Issue will be assigned to the Team with the email alias the Customer used.
Contact onboarding@goboomtown.com to set up forwarding for your Team.
IMAP Integration
NOTE: You will first need to enable POP with your email provider in order for the following email integrations to work. A Google search will provide you with instructions for setting this up.
This integration allows you to set an email inbox that will automatically create Issues in Relay when emails are sent to it.
- Go to Settings → Channels and find your Team.
- Select Configure under the Email Inbox Monitoring Channel
- Fill out the following fields:
- IMAP Hostname: find this online with a quick Google search. For example, for Gmail it is imap.gmail.com.
- IMAP Port: this also varies based on your email provider and can be easily found with a Google search. For Gmail, it is 993.
- IMAP Username: The username you use to log into your email provider which is usually your email address itself. NOTE: you cannot use a Google Group or other multi-user email address when setting up the IMAP integration. If you would like to integrate with a multi-user email address, contact onboarding@goboomtown.com to set up forwarding for your Team.
- IMAP Password: The password you use to log into your email provider.
- IMAP Authentication (SSL): keep set to Yes.
- IMAP Validate Certificates: keep set to No.
