Forwarding e-mails
6 min
Created by Juliana Bulhões de Oliveira on 1/10/2022 5:56 PM
Updated by Karine Moreira on 8/28/2024 6:41 PM

In this article, we will break down the configurations into steps so that you can successfully set it up and make it work correctly.

You must create an email account of the type "Movidesk Account" (@cliente.movidesk) with the same name as the previous account, only changing the email (@cliente.movidesk), initially enabling the reception. The path to create this email account would be: going to Settings >> Email >> Account.

Example: support@gmail.com to support@your-provider.movidesk.com

 

Configure your provider's email in your Movidesk base.

 

Set up email forwarding from your provider to the (@cliente.movidesk) account

 

The next step is to adjust the email account that you have registered, in this case, the email (@your-provider.com). To do this, you will need to access this account within your Movidesk base, following the path: Settings >> Email >> Account, then make the following adjustment, changing your account's incoming server to "do-not-change".

 

Next, still within the email account (@your-provider.com), you need to change it so that SMTP uses different credentials for sending, and then fill in the login details again.

 

Once this is done, you should disable receiving on the (@cliente.movidesk) account.

 

This way, when an email is sent to your account, it will be redirected. The Movidesk account will receive it, recognize that a forwarding has occurred, and import the email through our process.

This resolves the issue of message interpretation.

 

Important: It is necessary to test in all cases, and if any failure occurs, you can contact our support team.
Remember to update your triggers: Another important point is to adjust the email-sending triggers in your base so that emails are sent from your own email account. To make this adjustment, just follow these steps:


Access the triggers by going to Settings > Automations > Triggers, then access the triggers that send emails.

Within the trigger, go to the actions and then change this field: Acctions and Sender.

In the sender field, enter your own email address so that it is sent from your email account and not from (@cliente.movidesk).

Once this is done, the sending and receiving of emails will be correctly configured.

In scenarios where you have triggers with the condition "received in", the condition needs to be updated. You can open a request to identify any trigger with this scenario for adjustment. 

 

Below are some examples of forwarding from various providers:


Gmail

You can find support material for creating the forwarding configuration in the Google Help Center:

It may be necessary to confirm the address. If so, an email (which will turn into a ticket) will be sent with a code that must be entered within the Gmail settings.


Outlook/Office 365/Microsoft

In Outlook accounts, the configuration is much simpler.

Just create a forwarding to the Movidesk account.

Attention: Some customers end up using the "Rules" option, which is not recommended, as it is characterized as an "Automatic Reply Message" and the email is not imported.

Locaweb

Within the webmail settings, open the settings section. Then find the settings.

Upon saving, the forwarding will be completed.

How to forward an email in Locaweb

  1. In the top menu, click on the name of your account and then click on Settings.

  2. Click on Filters and Rules to expand, and then My Filters and Rules.

  3. After loading, click on Create a new filter.

    1. Enter the filter's name;

    2. Mark all messages or define a rule.

  4. Select one of the following options for this type of filter:

    1. Forward messages to: will forward messages to another mailbox without leaving a copy in the current account. 

    2. Send a copy of the message to: will forward messages to another mailbox and leave a copy in the current account.

Done! The process of forwarding an email in Locaweb is created!


Hostgator

In Hostgator, forwarding needs to be done via CPanel. The details are in the Hostgator Help Center article:

 

Attention: This flow is being gradually updated for all our customers and will be the accepted format at the end of the migrations
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