Your service desk sends and receives a ton of emails every day. And Freshservice’s email servers have you covered for all your incoming and outgoing mail. That said, should you want to use your own mail servers, you can do that too.
Here’s a quick guide to setting up a custom mailbox in Freshservice:
1. Log in to your Freshservice account as an administrator and go to the Admin > Channels > Email > Email Settings and Mailboxes. If your account has more than one workspace, you can navigate to Admin > {Workspace name} > Channels > Email > Email Settings and Mailboxes.
2. This page will display your current support email (the default one looks like support@yourcompany.freshservice.com). If you’d like to change this, click on Edit. Otherwise, click New Email Settings. If your account has more than one workspace, refer to the solution article on managing multiple workspaces to understand how email settings and mailboxes would work.
3. Enter your helpdesk name, email address, and select the default group for tickets coming in through this email. If you’re an MSP, you might see a drop-down for the company too.
4. If you select the default mail server, you can use the Freshworks email service. To know more about how forwarding addresses work, click here.
5. If you want to use your own mail server, you can choose between three options:
Google
Microsoft
Other (this lets you configure the IMAP and SMTP addresses for your server)
Setting up a Microsoft mail server:
Click on Sign in with Microsoft if you want to use the Microsoft email service.
Select the Microsoft account you want to use.
- Grant the permissions required by Freshservice to set up the Helpdesk email by clicking Accept.
- You can now view the configuration for your Incoming and Outgoing Mail servers. Once done, click on Save.
Once you save your email settings, an activation email is sent to your helpdesk email to verify your account.
Once verified, your custom mailbox is set up using Microsoft.
Setting up Google Mail server:
- Click on Sign in with Google to use Google Mail service.
- Select the Google account you want to use.
- Grant the permissions required by Freshservice to set up the Helpdesk email by clicking Accept.
- You can now view the configuration for your Incoming and Outgoing Mail servers. Once done, click on Save.
- Once you save your email settings, an activation email is sent to your helpdesk email to verify your account.
- Once verified, your custom mailbox is set up using Google.
Setting up other mail servers:
Setting up the Incoming Mail Server:
Enter the IMAP Server Name and Port of your Email server.
If your email service uses SSL/TLS Authentication, enable the checkbox
You can choose either Plain or Login Authentication.
Enter the Email address and Password of your Email Server.
Once done, click on Save.
Setting up the Outgoing Mail Server:
Enter the SMTP Server Name and Port of your Email server.
If your email service uses SSL/TLS Authentication, enable the checkbox
You can choose either Plain or Login Authentication.
Enter the Email address and Password of your Email Server.
Once done, click on Save.
FAQ:
1. How to resolve SMTP/IMAP errors while configuring a custom mailbox?
Microsoft Mailbox
- Log in to the O365 Admin Center using O365 admin credentials.
- Go to Users → Active Users and click on the email address for which the custom mailbox is configured.
- In the pop-up window go to Mail > Manage email apps.
- Verify that IMAP, Authenticated SMTP, and all mentioned items below are enabled.
If you are using Google or other mailbox account and check if POP3, IMAP, and SMTP settings are enabled to avoid facing this issue.
How to fix if the issue is still being observed?
- Kindly enable Default Freshworks login from the Org portal if it is not enabled.
- Access Freshservice in an incognito window and login without using SSO to avoid any browser recognition of an active session.Use forgot password if needed.
- Once logged in, select Sign in with Microsoft / Google / Other and have it re-configured to fix the problem.