Using Email Integration
HOW TO MAKE USE OF OUR EMAIL INTEGRATION?
Our email integration allows you to use the Tidio panel to receive all emails sent to an integrated address.
You can see how to install our integration here.
Once you have the integration implemented, you can go ahead and test it by sending an email to the address used. We will use a Gmail account as an example, sending an email as usual:
The email will reach your Gmail inbox, but will also appear as a pop-up notification in the Tidio Chat panel.
Clicking it will open the message just like a conversation in the chat widget on your website. However, it will be marked as an email with a small envelope icon next to the sender’s icon, so you can easily distinguish it from a regular chat message and switch the channel below if necessary.
You can see that there’s a red dot by the ‘Chat’ button underneath the message, which means that the sender of this email is not on your website at the moment, and thus unavailable for chat.
If a visitor on your site uses the same email address (by filling in a Pre-Chat Survey for example) the contact would be merged automatically, and you would be able to switch between channels easily and choose how you’d like to reach out to that person.
You can also make some basic HTML font customisations now and add some attachments, if you like.
Please note that sending an email back to the original sender will cause the email to appear in their inbox as a separate thread and not as a response to the initial email.
This is due to our mailing system design, making each operator having their unique email address with a randomly generated ID for easier tracking.
You can see that my response hasn’t been added to the initial thread. However, all the future replies in this particular thread will.
If you experience any difficulties using the integration or if you feel that it’s not working properly, feel free to reach out to our live support chat at http://www.tidio.com or by email at [email protected]