Create New Channel Email Inbox
This section explains how to create a new email inbox channel by following the steps described below:
Go to the Integration menu and click the Channel Connector menu, then you will see a channel connector page such images below.
On the channel connector page, click the 'Plus' button in the channel email inbox, and then you will see a pop-up channel setting. Select the email account type that you want to integrate.
Outlook Email
The following fields must be completed for configuring channel outlook email settings.
Component Explanation:
| Name | Description |
|---|---|
Protocol | Select your email protocol (IMAP or POP3). IMAP (Internet Message Access Protocol): Emails remain on the email server, allowing you to set up the account on multiple computers and devices to access your email, as well as accessing them through. POP3 (Post Office Protocol version 3): All your emails are downloaded to the computer or device checking the email. After the emails have been downloaded, they are removed from the mail server. |
Email Address | Your outlook email address business. |
Incoming Host | Incoming mail server hostname, such as incoming Mail (IMAP) outlook.office365.com and also Incoming (POP) server outlook.office365.com |
Incoming Port | The port number used by the incoming mail server. The usual port numbers used for incoming mail are 993 for IMAP accounts, and 995 for POP accounts. |
Incoming Security | Security keys associated with an incoming mailbox validate the permissions for incoming emails to perform various actions on the server. |
Outgoing Host | Outgoing SMTP (Simple Mail Transfer Protocol) server hostname, such as smtp.office365.com |
Outgoing Port | The port number used by the outgoing mail server. The usual port numbers used for outgoing mail are 587. |
Outgoing Security | Security keys associated with an outgoing mailbox validate the permissions for outgoing emails to perform various actions on the server. |
Tenant ID | Your app registration tenant id. To know more about how to obtain tenant id, please refer to this page. |
Client ID | Your app registration client id. To know more about how to obtain client id, please refer to this page. |
Client Secret | Your app registration client secret value. To know more about how to obtain client secret, please refer to this page. |
Client Secret Expiry | Your app registration client secret expired date. To know more about how to obtain client secret expiry, please refer to this page. |
After complete, click the 'save' button first.
After the channel has been successfully created and saved, click the 'Config Edit' channel button. Click the 'Authorize' button on the pop-up channel setting. Sign in using your company email address.
You will see permission-requested access to your business email account. Review and then accept permission.
Click 'Proceed' when the authentication process is complete.
Congratulations, your outlook email channel is now ready to use.
Other Email
The following fields must be completed for configuring channel email settings.
Component Explanation:
| Name | Description |
|---|---|
Protocol | Select your email protocol (IMAP or POP3). IMAP (Internet Message Access Protocol): Emails remain on the email server, allowing you to set up the account on multiple computers and devices to access your email, as well as accessing them through. POP3 (Post Office Protocol version 3): All your emails are downloaded to the computer or device checking the email. After the emails have been downloaded, they are removed from the mail server. |
Email Address | A series of letters, numbers, and symbols used to send and receive the email. |
Username | Username obtained from your email address. Example: your email address is example.email@gmail.com. Then, your username is only 'example.email'. |
Password | |
Incoming Host | Incoming mail server hostname, such as incoming Mail (IMAP) imap.<name of service>.com and Incoming (POP) server pop.<name of service>.com |
Incoming Port | The port number used by the incoming mail server. The usual port numbers used for incoming mail are 143 and 993 for IMAP accounts, and 110 and 995 for POP accounts. |
Incoming Security | Security keys associated with an incoming mailbox validate the permissions for incoming emails to perform various actions on the server. |
Outgoing Host | Outgoing SMTP (Simple Mail Transfer Protocol) server hostname, such as smtp.<name of service>.com |
Outgoing Port | The port number used by the outgoing mail server. The usual port numbers used for outgoing mail are 465 for IMAP accounts, and 587 for POP accounts. |
Outgoing Security | Security keys associated with an outgoing mailbox validate the permissions for outgoing emails to perform various actions on the server. |
Sent Folder Name | This field will appear if you choose IMAP for your protocol. If your client is sending mail through Gmail’s SMTP2 server, your sent messages will be automatically copied to the [Gmail]/Sent Mail folder. (Note that the folder prefix [Gmail] is not used for all accounts. For a minority of users, the prefix [Google Mail] is used instead.) |
Channel Setting LOB
To specify whose Line of Business has access to this email channel. You can refer to this page for further explanation about LOB.
Channel Setting Send Alias
This function allows you to customize the appearance of your name and email address, possibly because you need to personalize the name and email address displayed to customers.
Component Explanation:
| Name | Description |
|---|---|
Alias address | To costumize your email address |
Alias name | To customize your display name |
Add button | To add your alias address and name |
Records field | List of your saved alias names and addresses |
The e-mail channel that was successfully added either using outlook or other email types will appear according to the example image below.
Component Explanation:
| No. | Component | Description |
|---|---|---|
1. | Email Address | Email Address has been registered on Omni Channel 3Dolphins. |
2. | Channel ID | Each channel registered in OmniChannel 3Dolphins has a different ID. |
3. | Channel Config Edit Button | Click to edit the configuration of this email channel. |
4. | Delete Button | Click to delete the channel. |
5. | Online / Offline Button | Click to turn on or off the channel. Red means offline, Green means online. |
6. | Refresh Button | Refresh your channel at any time to ensure you are always up to date with the refresh button. |
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