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Configure a System Mailbox Globally

To configure a system mailbox on the global level:

  1. Navigate to System > System Configuration in the main menu.

  2. Click System Configuration > General Setup > Email Configuration in the panel to the left.

  3. In the System Mailboxes section, click Add Mailbox.

    The following page opens:

    Creating a new mailbox in the email configuration
  4. In the General section, define the basic settings of the mailbox:

    • Mailbox Label — Provide a name for the system mailbox.
    • Email — Provide the email address.
  5. In the Synchronization Settings, configure your IMAP/SMTP connection:

    • Enable IMAP — Select the check box to enable retrieving email messages
    • IMAP Host — Provide the IMAP Host, e.g. imap.gmail.com
    • IMAP Port — Provide the IMAP Port, e.g. 993
    • Encryption — Select the encryption type, SSL or TSL
    • Enable SMPT — Select the check box to enable sending messages
    • SMTP Host — Provide the SMTP host, e.g. smtp.gmail.com
    • SMTP Port — Provide the SMTP port, e.g. 587
    • Encryption — Select the encryption type, SSL or TSL
    • User — Provide your email address
    • Password — Provide your password
  6. Click Check Connection/Retrieve Folders. After successful connection, a list of available folders is displayed. Select the check boxes next to the folders you wish to synchronize. In the example below, synchronization has been done for a Gmail mailbox. The INBOX folder will be synchronized.

    Hint

    Detailed instructions on the way to set-up IMAP and SMTP connection in Gmail, are provided on the Google support page.

    Hint

    To enable connection, select the check box next to Allow Access for Less Secure Apps Box

    An example of synchronization for a gmail mailbox
  1. In the Email Processing section, choose what happens to all the emails received in the mailbox.

    • Do Nothing — No actions are performed. Letters are saved in the mailbox.
    • Convert To Lead — Letters will be saved in the mailbox. Based on the first letter in the thread, a new Lead record will be created in OroCRM.
    • Convert To Case — Letters will be saved in the mailbox. Based on the first letter in the thread, a new Case record will be created in OroCRM.
    Selecting an action for processing the emails received in the mailbox

    As an example, we have selected the Convert To Lead option. Once the action has been selected, define which user will own the records and choose the source of your leads in the Source field.

    Selecting an owner and a source for processing the emails when the action is set to `convert to lead`

    Note

    Options in the Source field should be defined in advance. This can be done through the entity manager in System > Entities > Entity Management > Lead > Source.

    A list of the entity management fields Creating a source entity from the entity management menu
  2. In the Access Management section, define which users will have access to the system mailbox. You can select roles and/or specific users. All the users with defined roles and all the specifically defined users will have access to this mailbox.

  3. In the Autoresponse Rules section, generate one or several auto-response rules. These rules determine which template is sent to the sender of the email.

  4. Click Add Rule to add a new auto-response rule and complete the following details in the dialog:

    • Status (Active/Inactive) — Only rules with active statuses are applied
    • Name — Select the name for the rule to be used within the system.
    • Conditions — Define the rules according to which the rule will be applied. In the first selector, choose the field for which the condition is to be set: Body, From, Cc, Bcc. In the second selector, choose the conditions (e.g. contains, does not contain, is equal to, starts with, etc.). In the field besides the selectors, define the values where required. Click the + or +Add button to add another condition for the rule. Click the x button to remove the condition. All conditions are summed up (AND operator).
    • Response Template — Choose an email template for auto-response.
    • Type — Choose if you want to use html or plain text for the email.
    • Translations — If you have more than one language configured in the system, select the necessary translation.
    • Email Template — Enter the subject and content of your email.
    • Save Response As Email Template — Checking the box automatically saves the current email as a template.

    Click Add on the bottom to save the rule.

    Sample autoresponse rule form
  5. Click Save Settings.

Browse maintained versions:3.01.122.02.32.6

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