VIDEO: CRM (3/6): How to Set Up POP3 for the CRM System

Disclaimer: We recently redesigned our Admin Area. Your store may look different than the one shown in this video, but most click paths were not affected.

 

Transcript

Before you use the CRM System's POP3 email functionality, make sure you’ve set up at least one department. If you haven’t already done so, see our video on "How to Create CRM System Departments."

With the POP3 feature, it's easiest to use the email accounts provided with your monthly hosting plan. If you haven't set up your email accounts yet, you can do so at my.volusion.com

In this demonstration, we'll connect a department we've created called "Support" to the email address, "support@mydomain.com".

To get started, go to Customers > CRM System > POP3 Settings in your Admin Area and click Add. Enter the full address in the Email Address field. If you're using a Volusion-hosted account, enter the full address again in the Email Username field. If you're using an account hosted elsewhere, enter the login value specific to that account. For the best results, it's best not to use an address that's already linked to a third-party mail client like Microsoft Outlook. Next, enter the account password.

Then, enter your Email Server. If you're using a Volusion-hosted account, use "pop.emailsrvr.com". If you're using a third-party account, ask your host for this value.

The Ticket Type dropdown contains a list of all the departments you've created. Choose the one you'd like to link to this email address.

The optional fields below control automated features of your emails. Any text or HTML you enter in the Email Reply Footer displays on all replies you send through the CRM System from the department you chose above.

The other two fields are related to auto-replies the CRM System sends to all emails the chosen department receives. To turn on auto-replies, fill out both fields.  

If you choose to turn on auto-replies, keep in mind that the CRM System imports all emails already in your account inbox. To avoid sending unwanted replies to these emails, you may want to wait until after you've imported them to turn on auto-replies.

When you're finished, click Save. You're now ready to send and receive email through your CRM System. For more information on how it works, see our video called "How to Create a CRM System Ticket".