Getting Started – Email Integration

There are two main elements of Email integration with SupportDesk.

  1. Outbound Emails – the sending of e-mails related to tickets
  2. Inbound Emails – either via Email Read, Mail Room or Outlook Add In – the functionality whereby SupportDesk can convert Emails into tickets

Outbound Email

SupportDesk allows emails to be automatically sent at pre-set points in the lifecycle of a ticket. These can be used to keep your customers and technicians informed about the ticket. The key considerations here are if you want to send emails from the system, to whom and when. The most popular options are:

On raising a new ticket Email the customer
On resolving or closing a ticket Email the customer
On assigning or changing the assignee of a ticket Email the (new) assignee

outbound email setup

Inbound E-Mail

Setup of the mail read process, either via Email Read, MailRoom or Outlook Add In requires some prerequisites in the infrastructure. If this is of interest, please contact us for the technical documents that accompany this feature.

In short, mails can be converted to tickets with the user association made based on the sender’s email address being mapped to an existing user in the system. Follow up e-mails that contain the ticket reference in the subject will automatically be added to the ticket as notes.

Learn more about this topic by visiting the Sending & Receiving Emails page.

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