Managing Email
One of the major modes of communication in any business is via email. When such is the case, imagine how easy it would be to view all the email conversations related to a contact or account right from Bigin?
IMAP Configuration
IMAP (Internet Message Access Protocol) is a standard email protocol, that stores the messages on the server, but allows you to send and manage your messages right from Bigin. The main advantage is that, you can sync your emails across various devices.
Configuring IMAP account
- Go to Setup > Email.
Choose one from the popular email services. - Enter Username, Email Address, Password and click Continue.
- Click Server Details to view the Incoming and Outgoing server details.
This is automatically filled up for you. If you are configuring IMAP for 'Other mail' you must enter the server details manually. - Choose Email Sharing Permissions.
You can choose from:
Private - Conversation with your customers will be visible only to you.
Public - Anyone can view the conversation. - Click Save.
POP3 Configuration
You can configure Zoho Mail or third party email client via POP3 configuration in your Bigin. It is a two-step process:
- Configure Zoho Mail account.
- Configure POP3.
It is mandatory to have a Zoho Mail Account for POP3 configuration even if you want to configure a third party email client as Bigin uses Zoho Mail to get the emails.
Step 1: Configuring Zoho Mail Account
If you already have a Zoho Mail account, your existing mailbox will be displayed under the POP3 settings.
If you do not already have a Zoho Mail account, you will be prompted to register with your mobile number and create a Zoho Mail account by following onscreen instructions.
Upon successful configuration, this new mailbox will be added under the POP3 settings. Once you have a Zoho Mail account, you can add multiple mailboxes (whether Zoho Mail or other services) under POP3 accounts. Note that, only one mailbox can be active at a given point of time.
Step 2: Configuring POP3
- Go to Settings > Channels > Email.
- Click on the desired email client.
- Click the Don't Prefer IMAP? Connect to POP3 Account option.
- In the POP Configuration page, enter the following details:
- Name: Enter a name for the mailbox.
- Email address: Enter the email address you wish to configure.
- Password: Enter the password of the email address configured.
If you have enabled two-factor authentication for the account, you must enter the app specific password and not the regular password. - Choose Email Sharing Permissions.
You can choose from:
Private - Conversation with your customers will be visible only to you.
Public - Anyone can view the conversation. - Click Save.
Related Articles
Managing Profiles
Profile helps you define permission to access data for the users who belong to your Bigin account. The data that the users require will be different based on the role they are entitled to. This further boosts security as profiles determine the ...Email Deliverability
Email authentication is a standard technique to improve the deliverability of the emails you send from Bigin using your domain. You can use this process to increase the trustworthiness of the emails sent from your domain thereby lowering the chances ...Managing Users
Employees in your organization can be added as Users in Bigin, assign them the role that they perform in your organization and choose the appropriate profile which gives permission to access the functions they require. Users with User Management ...Managing Roles
Roles Every organization follows a typical hierarchical arrangement of the line of authority where employees are categorized based on their roles. Normally, every organization hierarchy consists of CEO, Vice President, COO, Manager, Sales rep and ...Email Insights
Any business communication revolves around email communication and it is difficult to figure out how effective your email is. You are filled with these questions like, did he receive my email, did it open it? What if he didn't receive my email? ...