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Showing articles from email tag

Send Email using Smart Rules

You can send Email from HappyFox automatically, using [Smart Rules][1]. > Available on all pricing plans **To do this,** Make sure to enable "Manage Smart Rules" permission under **Roles & Permissions** >> **Managerial** >> **Automate**. 1. Go to Automate >> Smart Rule. 2. Create a new smart rule. 3. In the …

How to set up an email channel?

Emails channel in HappyFox lets you convert the incoming emails to your email ID as HappyFox tickets. Setting up an email channel has 3 parts as listed below 1. [Create an email channel in HappyFox ][1] 2. [Set up a forwarding rule in your mail provider. ][2] 3. [Verify the channel setup][3] 4. [Set SPF recor…

Customizing the ‘From’ name for outgoing email notifications 📧

The purpose of this feature is to allow the agents to be able to toggle the name displayed in the email notification(s), sent to the contact from HappyFox. **🔐 Manage Notifications** permission govern the visibility of this feature. Learn more about permissions [here][1]. Agents have three options to choose from, na…

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