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Quick start for admins
Learn how to get a shared mailbox connected on Keeping.
The Basics
Once connected, Keeping syncs the new email that arrives at your shared Gmail inbox with your teams' individual Gmail accounts. When your customer emails you at your shared email address, Keeping turns that email into a trackable ticket and then forwards a copy to each of your agents.
In this guide, we'll set up your first mailbox. In Keeping, a mailbox is an email address where your customers already contact you. An agent is a team member who may be called on to respond to your customers.
Connect Your First Mailbox
Go to "Quick Start"
Click on the "Quick Start" link in your Keeping Dashboard. If you don't see the Quick Start link, then you can add a mailbox via the Mailboxes page.​
Find Quick Start in your Keeping settings.
Enter an email address and name for your mailbox
Enter the email address and name of your support mailbox. Feel free to invite your team here, as well (this is optional). Click "Next" to move on to the final step.
Enter a mailbox name and email address.
When you reply to your customers with Keeping, it will originate from the shared email address and name you provide here. This is usually the email address where you already receive email from your customers. It might start with something like [email protected] or [email protected]
Connect your mailbox
Choose how you want to connect your shared mailbox, either directly with "Sign in with Google" or using Email Forwarding.
There are two ways to connect a shared mailbox to Keeping. See below for more information on which option to choose.
Choose how you want to connect to Keeping.
When to Use "Sign In With Google"
If your shared mailbox has a dedicated email address that you can log into, then choose "Sign in with Google" to give Keeping direct access to your mailbox. Use email forwarding, below, if your shared mailbox is a Google Group or Gmail Alias.
Good to know: Security and privacy are a top priority for Keeping. We regularly undergo a rigorous security audit by the respected cybersecurity firm Bishop Fox. Contact us if you'd like to know more.
If you successfully authenticate your mailbox with Keeping, then you're all done here! Skip ahead to the guide for agents to get a basic understanding on how to use Keeping.
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When to Use Email Forwarding
If your shared mailbox is a Google Group or Gmail Alias, then you'll need to use Gmail's Email Forwarding feature to connect it to Keeping. You can also use this option for any email account if you are unable to successfully use "Sign in with Google."
See our guides below on how to connect depending on if you are connecting a Google Group, Gmail Alias, or regular mailbox.
Last modified 5mo ago