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Set Up An Email Alias On Gmail

Owned by Tony Hayes
Last updated: Mar 30, 2016
1 min read

One way to maximize the mileage of the ClientSpace Email Integration is via Aliases to create specific case types or create cases in a specific workspace.  In order for this to work however you must first have a unique email address to which mail will be sent. For Gmail this is accomplished using custom tags appended to your gmail user account.

Step-by-step guide

 

Gmail doesn't offer traditional aliases, but you can receive messages sent to your.username+any.alias@gmail.com.
For example, messages sent to jane.doe+payroll@gmail.com are delivered to jane.doe@gmail.com.

You can also set up filters in Gmail to automatically direct these messages to Trash, apply a label or star, skip the inbox, or forward to another email account.

In ClientSpace you can then use this aliased email address to create custom API Configurations, Email Integrations and Email Templates that can then be used to either create a specific type of Client Service case, generate the case in a specific workspace or both, as well as send customized responses back to whoever logged the request - in the example above your email template response could begin "Thank you for logging a Payroll Case with BigPEO - your payroll representative has been alerted and someone will be contacting you shortly to help you resolve your issue."

 

NOTICE: You are in the old ClientSpace Help system. Please link to the new ClientSpace Help here https://extranet.clientspace.net/helpdoc/home/ClientSpace.htm