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: https://github.com/helpyio/helpy/wiki/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.comfrom_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, :mailgunsmtp_mail_username: # Enter your SMTP email usernamesmtp_mail_password: # Enter your SMTP email passwordmail_smtp: 'smtp.mandrillapp.com' #Enter the server address for your SMTP servermail_port: 587 #Enter the port of your SMTP servermail_domain: #Enter heroku.com if you are on heroku, otherwise enter your domain



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