How do I set up inbound and outbound email?

You can configure email to use a single email channel to handle both inbound and outbound email messages. Inbound messages are the messages that you receive from your customers. Outbound messages are the messages that you send to your customers.

Note: When your customers receive an email from your company, they can reply directly to the email. They don't have to change the To address in the reply. The To address already displays the account name field of the channel that the agent uses in the outbound message.

Use the following tasks in Setup and Maintenance to set up inbound and outbound email.

No.

Task

Describes how to

1.

Enable Configuration of Email Communications

Enable the tasks required to configure inbound and outbound email communications for service requests.

2.

Configure an Email Channel

Configure an email channel for your organization.

3.

(Optional) Create and Update Inbound Message Filters

Set up email filters. Filters enable you to set one or more criteria based on which an incoming message from a customer or a partner can be accepted or rejected.

4.

Configure Profile Options for Inbound and Outbound Email

Configure inbound and outbound email profile options.

5.

(Optional) Define Email Templates

Define email templates.

6.

(Optional) Modify Acknowledgment Messages for Inbound Email

Modify the predefined acknowledgment messages provided by the application according to your company's requirement.

7.

Access Point Setup for Inbound Emails: This section consists of multiple topics.

The procedures in this section describe how to verify your email channel configurations and how to register the correct access points with the UMS.

8.

Configure a Job to Process Inbound Emails

Configure a job to process inbound emails to retrieve emails from the customer at regular intervals.