How to get email replies into the right inbox (forwarding, reply-to and BCC)
Go to Settings › Email Services › Reply & Forward Settings. Enter a forwarding address to get a copy of replies in your inbox, a reply address to route replies away from Conversations, or a BCC address to get a copy of everything you send. Click Save when done.
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Before you start
- You need access to Settings › Email Services.
- Forwarding and BCC only work with the Elooo CRM email service. With your own SMTP, these two options are not available.
- Decide what you want: a copy of replies (they stay in Conversations) or to route replies to an external inbox (they stop appearing in Conversations).
Where to find it
Settings › Email Services › Reply & Forward Settings
Step by step
Get a copy of replies in your inbox
- In the left menu, open Settings and click Email Services.
- Open the Reply & Forward Settings tab.
- Under Forwarding Address, enter the email that should receive the copy. For several, separate them with commas (e.g.
sales@company.com, info@company.com). - Click Save.
- From now on, every contact reply appears in Conversations and is also copied to those addresses.
Send replies to the contact's assigned user
- On the same tab, turn on Forward to Assigned User.
- The reply goes to the email that user has under Settings › My Staff › Edit User › User Info. Make sure it is correct.
- Click Save.
Route replies to an external inbox (reply-to)
- Under Reply Address, enter up to 5 addresses.
- Click Save.
- Keep in mind: with a reply address set, replies go to that inbox instead of appearing in Conversations, and anything you answer from the external inbox is not recorded in Elooo CRM.
Get a copy (BCC) of everything you send
- Under BCC Emails, enter the address that should receive the blind copy.
- Click Save.
- BCC applies to one-on-one emails, workflow emails and billing emails. It does not apply to bulk sends or campaigns.
If you send through your own SMTP: enable reply tracking
- On the same tab, turn on Reply Tracking.
- With tracking on, the reply-to field of your emails becomes a system address and replies flow into Conversations.
- With tracking off, replies go straight to the sender's inbox and do not reach Conversations.
Tips
- For most businesses, the best setup is to keep replies in Conversations and use forwarding only as a backup copy.
- The contact must reply to the original email. A brand-new email written directly to the system reply address will not land in Conversations.
- If you want to use your own Gmail or Outlook mailbox as a channel, see the article on connecting your mailbox.
Common problems
- Customer replies stopped showing in Conversations → You have a Reply Address set, or you send through your own SMTP with Reply Tracking turned off. Remove the reply address or turn tracking on.
- The addresses I entered disappear after saving → The address is invalid or conflicts with a dedicated sending domain in your account. Use a different address.
- The forwarded reply arrived without the attachment → Forwarding does not carry attachments. Open the thread in Conversations to download the file.
- I set a forwarding address and receive nothing → This option only works with the Elooo CRM email service, not with your own SMTP.
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