How to Bring Client Email Replies Into Clientish

3 min read

Connect your mailbox over IMAP so a client's email reply to an order or ticket lands on that order or ticket.

When a client answers an order or ticket email right from their inbox, Clientish can read that reply from your own mailbox and add it to the right order or ticket. Your team sees the whole conversation in one place instead of hunting through a shared inbox.

Applies to: every plan (Solo, Starter, Growth, Pro and Enterprise)
Who can do it: the workspace owner and co-admins

Before You Begin

  • Use the mailbox your order and ticket emails are sent from, so client replies arrive there.
  • The mailbox must allow IMAP. For Gmail or Google Workspace, turn on 2-Step Verification and create an App Password; your normal sign-in password is not accepted.
  • Outlook and Microsoft 365 mailboxes can’t be connected yet.

How to Turn On Replies by Email in Clientish

Enter your mailbox’s IMAP details on the Replies by email card, test them and turn the card on.

  1. Open the card

    Go to Settings → General and scroll to Replies by email.

  2. Enter the mailbox details

    Fill in IMAP Host (for Gmail, imap.gmail.com), IMAP Port (993 for almost every provider), Mailbox Username and Password.

    Replies by email card in Clientish Settings with the on switch, IMAP host, port, mailbox username, password and Test connection
  3. Test the connection

    Click Test connection. If the details are wrong, the card tells you what failed before anything is saved.

  4. Turn it on and save

    Turn on Bring client replies into the app and click Save.

What Happens to a Client’s Email Reply?

A reply to an order or ticket email is added to that order or ticket, marked “via email”, so your team can answer it from Clientish like any other message.

  • The mailbox is checked every 5 minutes. New replies can take up to that long to show.
  • Only the client’s own address counts. A reply sent from another address stays in your mailbox.
  • Bounces and out-of-office replies are skipped.
  • Your mailbox is only read. Nothing is moved, deleted or marked as read, and mail that isn’t a reply is never brought in.

Email Replies Not Showing Up? Common Fixes

Test connection fails for my Gmail account.⌄
Gmail only accepts an App Password here. Create one in your Google Account under Security, paste it into Password and test again.
A client replied but nothing appeared on the order.⌄
Wait up to 5 minutes for the next check. If it still doesn’t appear, the client probably wrote from a different address than the one on their account, or replied to a new email rather than your order or ticket email.
The card shows an error after it worked before.⌄
The mailbox password probably changed or the App Password was removed. Enter the new one and test again. The workspace owner is also notified when the check starts failing.

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