In Tidio, you can automatically forward emails from other email providers directly to the Tidio panel. With this Helpdesk feature, you can receive all your incoming emails in Tidio, as tickets – and manage them via the Tickets folder.
If you want to learn more about our Helpdesk tools in general, check out this detailed article.
In this article you will learn:
How to add a mailbox to Tidio
You can add your external mailbox (or multiple mailboxes) by going to the Settings category.> Helpdesk in your Tidio admin panel:
…and click the blue Connect your mailbox button:
In the pop-up window, you will see two options to choose from: Connect an existing email address , or create a new address (using a Tidio domain).
Connecting with existing mail
Use this option when you want to forward emails from your existing email address. You can type your email address in the field below.
Click Next to reach the second step, where you will see detailed instructions for connecting your existing mailbox. You can choose from different sets of instructions , depending on what you need:
Selecting one of the options in the list will provide you with step-by-step instructions for connecting your mailbox. If you don’t use Gmail, Google Apps, Outlook, or Office 365 – select the Other mailbox provider option. This will simply provide you with your Tidio forwarding address right away:
As with Gmail or Outlook, you will need to use this unique forwarding address in your mailbox settings. Once you have done this correctly, all your incoming emails will start appearing in the Tidio Tickets folder.
Create a new email address
Use this option only when you don’t have an existing email address or when you want to create a new email address with Tidio, especially for forwarding purposes only. This email address will use the domain @tidio.xyz . You can only type the alias.
When you click Next , you will see the new address you created listed in the Helpdesk category, and approved for use immediately:
[note_box] Tip: If you’re using a new email address with the @tidio.xyz domain, you can set it to be used only for important or urgent emails. This will help you separate routine emails from emails that require immediate attention. [/note_box>
Cancel email forwarding
Go to Settings> Helpdesk in the Tidio panel to cancel email forwarding. On the right side of the mailbox you want to disconnect – click the Delete button:
Confirm your choice, and your mailbox will be removed from the panel. Please note: this does not cancel the transfer itself!
To completely disable forwarding, you need to remove the unique Tidio forwarding address from your external mailbox settings (e.g. Gmail, Outlook, or others). The steps for this are slightly different for each provider.
Gmail
Log in to your mailbox, click the Gear icon in the control panel, and select Settings .
Select the Forwarding and POP/IMAP tab and select the Disable forwarding option, which will affect the email address you added earlier.
Outlook.com and Office 365:
Select the Gear icon in the upper-right corner of the mailbox and select Options .
From the options page, open the Forwarding tab in the Account section.
Select the Stop forwarding option and click Save .
Other mail providers
Find your forwarding settings and remove the unique email address @tidioreply.com from the setting.
Additional features of Tidio
Beyond email forwarding, Tidio offers a wide range of additional features that can upgrade your customer experience:
- Live Chat: Allow your customers to communicate with you in real time.
- Automation: You can set up automatic responses to frequently asked questions.
- Reports and statistics: Get insights into your team’s performance.
- Integrations: Connection with additional tools such as CRM, e-commerce platforms, and more.
Live chat
Live chat is an essential tool for any business looking to improve their customer service. With Tidio, you can easily add live chat to your website, allowing your customers to ask questions and get instant answers.
Automation
Process automation can save you a lot of time. Tidio lets you set up automated responses to frequently asked questions, so your customers get instant answers even when you’re not available.
Reports and statistics
With reports and statistics, you can track your team’s performance and see what common questions customers are asking. This can help you improve your service and focus on the issues that matter most.
Integrations
Tidio offers integrations with a wide range of tools, so you can connect Tidio with your CRM system, e-commerce platforms, and other tools you use in your business.
summary
With Tidio, you can manage all your emails and communications with your customers easily and efficiently. The email forwarding feature is just one of the many features Tidio offers, and the additional tools can significantly upgrade your customer experience.
If you have any further questions or if you would like to learn more about Tidio, feel free to contact us!