Setting up your Helpy installation to send and receive email

Helpy has the ability to receive email at your support email addresses and import the messages as tickets in the web interface.  Whenever you or the user replies to the email thread, Helpy captures the discussion and sends out messages accordingly.

Please note: Customers of Helpy Hosted DO NOT NEED TO DO ANYTHING.  Email is preconfigured to use our servers.

To do this, Helpy uses a third party email service provider to parse inbound messages and POST them to a specific URL.  To send outbound mail, Helpy uses a standard SMTP server, which you will need to provide the configuration for.

Helpy works with several commercial email service providers:

Sengrid - http://www.sendgrid.com/
Mailgun - http://www.mailgun.com/
Postmark - http://www.postmarkapp.com/
SparkPost - http://sparkpost.com/
Mandrill - http://www.mandrill.com/

How to set it up:

Use the email settings page in the admin to configure your inbound and outbound email


To enable inbound email:

1. Choose an inbound email provider from the dropdown, and then go to their site to create an account.  You will have to follow their specific directions for implementing DNS changes in their system.  The URL you will need to use for their post webhook is:

http://your.support.address/email_processor

There is a detailed guide to setting up inbound email using Sendgrid: http://support.helpy.io/en/knowledgebase/20-advanced-topics/docs/50-configuring-your-helpy-to-receive-email-using-sendgrid

To enable outbound (SMTP) email:

1. Click "Yes" to enable outbound email.

2. Enter a real email address in the admin and from email fields.  This is the address that system sent emails will use as a from address.

3. Provide the login credentials for your SMTP server.

4. Save settings.

You can also configure email settings through the settings.yml file, shown below (self install only):

#Mail specific settings:
admin_email: support@inbound.yourdomain.com
from_email: support@inbound.yourdomain.com # This is the email that will be used for email replies (reply to)
send_email: true #send email or not.

mail_service: :mandrill # :sendgrid :mailin, :postmark, :mandrill, :mailgun
smtp_mail_username: # Enter your SMTP email username
smtp_mail_password: # Enter your SMTP email password
mail_smtp: 'smtp.mandrillapp.com' #Enter the server address for your SMTP server
mail_port: 587 #Enter the port of your SMTP server
mail_domain: #Enter heroku.com if you are on heroku, otherwise enter your domain


Discussion

Mirek Kratochvil

Hello,

is there some support for inbound email that comes from my own mailservers? E.g. if I have a self-hosted e-mail domain and no account on mandrill/etc., and I want to pipe an incoming mail (from support@domain.com) to "inbox" of Helpy.

Thanks!
-mk

      Scott Miller

      Hi Mirek,

      We currently do not have a way to do that, but there is a branch on GitHub that can do it.

      Scott

          2832?v=3
          Micah

          Hi Scott,

          I looked for the branch on github that you referenced, but I could not find it, do you have a reference?

              Mark

              Hi Scott,

              How to configure Pepipost ( http://www.pepipost.com ) with Helpy?

                  4511942?v=3
                  Jamie

                  I'm also interested in using our own IMAP server - but don't see a branch with a name that suggests it's the right one to use.

                      22533602?v=3
                      Edney Matias

                      Hi there! What if I'm planning to run Helpy.io on Google Cloud that blocks SMTP ports? Is there a way to send email through Sendgrid HTTP API?

                          Dinesh Kumar Dr

                          Hi Scott,

                          Is there any way to configure our own IMAP / self-hosted-email for inbound emails? This is really useful for us and I'm sure for others too.

                              Scott Miller

                              Not currently, unfortunately.

                                  Irfan

                                  Hi Scott,
                                  Is there any way to configure office365 server to send and received the email.

                                      5922799?v=4
                                      Johann

                                      Is there a way to customize the "from" email address?

                                          Scott Miller

                                          You can customize the "from" email address with the 'admin email' setting on the settings > general panel

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