01 - Email Account Settings
6 min
Created by Movidesk on 7/2/2019 4:48 PM
Updated by Karine Moreira on 9/30/2024 12:10 PM
Emails are essential for communication with your clients. Therefore, it is important to ensure that the settings are correct. Movidesk can import received messages or use them for sending notifications.

To configure, go to: Settings > Email > Accounts. The system will display a default email account, but you can create as many accounts as necessary.

When you register your account in Movidesk, a default address will be created automatically: support@yoursite.movidesk.com. You can use it, add other accounts, or disable it.

See in detail in the video below:

 

Important Update:

We have updated the email settings screen to improve usability and provide real-time information about the connection status of accounts.

Previously, the screen displayed old errors, which may no longer be occurring, causing confusion. Now, whenever the screen is accessed, new tests are automatically performed to ensure that the displayed status is current.

What do the statuses mean?

Status

Definition

Connected

When the account is correctly connected.

Inactive

Accounts disabled in the settings.

Intermittent

Temporary access error.

Connection Error

Appears after 30 minutes of connection issues with the email account. The next reconnection attempt will be in 1 hour.

How does the email workflow work?

When a customer sends an email to your support address, a new ticket is created in Movidesk. If an agent updates the ticket, a notification email will be sent to the customer. When the customer replies, the action is recorded in the ticket until the issue is resolved.

Creating a New Account

To create a new account, click on New 

 

Main Guide
  • Name: Enter the account name. 
  • Account Type: Select whether the account is from Movidesk or another provider. 
    For Movidesk accounts, enter only the user before the domain @yourcompany.movidesk.com.
    For other providers, choose the provider from the list or configure it manually.
  • Email Address: Enter the desired email. 
  • Brand: Add the company name and the hyperlink for the email footer. You can insert a logo or use the image of the agent responsible for the tickets. 

 

Next, select the email provider to assist in configuring the account or set one up manually. 

 


 
Email Reception Settings
1. Enable email reception.

2. Set up as IMAP to ensure better performance and access from multiple devices.


ATTENTION!
In the reception settings, fill in the username and password details of the provider. Movidesk does not save this information; it is only used to access your inbox and import emails. We recommend creating a dedicated email for Movidesk to avoid unnecessary tickets. 

When configuring an account from another provider, Movidesk will suggest the "Inbox" folder (INBOX) for import. You can change to another existing folder. After the import, emails will be moved to the "Imported" subfolder.

 

Reception Parameters:

  • Delete processed messages after X days: Define how many days emails should be retained.
  • Mark email as read when importing: The system will mark emails as read before importing them.
  • Import emails to open new tickets: Choose from:
    • From any sender.
    • Only if the sender is a customer.
    • Only if the sender is a customer or if the domain is in the rules.
    • Do not enable.
  • Include actions in existing tickets via emails: The system will add a new action to the ticket whenever it identifies that the email is a reply.
  • Emails with the same subject as existing tickets: Define if you want to:
    • Associate with the ticket, even if the sender is not a customer or CC.
    • Associate with the ticket only if the sender is a customer or CC.
    • Not associate and create a new ticket.

 

Sending Configurations

  • Sending server: Specify server, port, and encryption.
  • Server authentication: Provide username, password, and authentication method, if necessary.
  • Send email in a single message: Send to all recipients in a single email, or send individual emails.

In the end, you can Test configurations, Save and create new, Save, or Cancel. If you choose to test, provide an email to which a test with the configurations will be sent.