Outlook StandaloneUpdated 10 days ago

If you're using a Standalone Outlook (server accessed via Outlook) email address, this guide will help you set up forwarding for it - you'll need to be logged into Gorgias as an Admin and be logged into the Outlook account you're trying to integrate.

Forwarding emails through Outlook can be done in 2 ways:

• Automatic Email Forwarding
• Forwarding using Inbox Rules

Before you start, please Allow External Forwarding through Outlook as some accounts tend to block automatic email forwarding due to spam protection. 

If you have external forwarding disabled, after attempting to set up forwarding to Gorgias, you'll see a specific error message in your mailbox saying something like: "550 5.7.520 Access denied, Your organization does not allow external forwarding. Please contact your administrator for further assistance. AS(7555)"

To change your outbound spam protection settings, please contact your Microsoft 365 Administrator and ask them to allow automatic external forwarding for any email address that you want to integrate with Gorgias.

Steps

Forwarding via Inbox Rules

1. Navigate to Gorgias -> Settings -> Channels -> Email.

2. Click on Add Email Address in the top right corner.

3. Click on Connect Other Email Provider.

4. Enter your address name and the email address you want to integrate. 

5. Click on Connect This Email Account.

6. Copy your default Gorgias email address (it'll look like a long email with a bunch of numbers and letters).

7. Navigate to the inbox of the Outlook email you'd like to integrate. 

8. Click on Settings -> View all Outlook Settings.

8. Click on Mail -> Forwarding -> Enable Forwarding.

9. Insert the default Gorgias email address that you copied before and save your changes.

10.  Navigate back to Gorgias -> Settings -> Channels -> Email -> your Outlook integration.

11. Click on Verify Email Forwarding - it can take up to 30 seconds to verify, but if everything was done correctly, it'll automatically verify. 

Forwarding via Automatic External Forwarding

1. Log in to your Office 365 Security & Compliance portal for Microsoft 365 and choose Threat management -> Policy -> Anti-spam (the policies you see in your admin may differ from those shown here, as these are only the default policies).

2. Click on Anti-spam outbound policy (Default), then click the Edit protection settings link at the bottom of the sidebar.

3. Find the section called Forwarding Rules and the dropdown called Automatic Forwarding Rules. 

4. Choose On - Forwarding is enabled and click Save at the bottom.

Enable Automatic External Forwarding for Individual Mailboxes

1. Log in to your Office 365 Security & Compliance portal for Microsoft 365 and choose Threat management -> Policy -> Anti-spam.

2. Click Create policy and choose Outbound.

3. Give your new outbound spam filter policy a name and a description, then click Next and search to find the user account you want to allow to forward which will display under the Users field after you select it.

4. Click Next again, scroll to the Forwarding rules section, and click the dropdown under Automatic forwarding rules. 

5. Choose On - Forwarding is enabled, then click Next.

6. Review the settings on the last screen and click Create.

Domain Verification

All forwarding integrations require domain verification, to ensure maximum deliverability of emails - please check out our dedicated article and go through the steps there.