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      How to Set Up Brokerkit Forwarding in Gmail?

      1) How to Set Up Automatic Brokerkit Forwarding in Gmail?

       

      This tutorial will show how to set up the new Brokerkit Forwarding Address in Gmail. This feature allows users to redirect incoming emails to the brokerkit forwarding address, ensuring that all messages are shown in the Brokerkit inbox section.

      1. Introduction

      To start with the set up, please access the Brokerkit platform
      Introduction

      2. Click "Account Settings"

      Go to the option Account Settings.
      Click 'Account Settings'

      3. Click "Email"

      Then, go to the tab Email to see the email settings.
      Click 'Email'

      4. Click + to expand

      Click the plus sign to expand the email settings section.
      Click + to expand

      5. Ensure both checkboxes are selected

      In the Fordwarding Address section, you will find two checkboxes. The first checkbox ensures that if an email is forwarded from a contact who doesn't exist in the system, a new contact will be created. The second checkbox ensures that all emails are recorded, including those that are not replies to emails sent from the Brokerkit platform. For the forwarding setup, make sure both checkboxes are selected. This will ensure that the forwarding confirmation email from Gmail is successfully delivered to Brokerkit's inbox."
      Ensure both checkboxes are selected

      6. Add email addresses or domains to avoid forwarding emails to Brokerkit

      If you want to avoid forwarding emails from specific email address or domains, you can add them to the Never Log section.
      Add email addresses or domains to avoid forwarding emails to Brokerkit

      7. Click "Copy to Clipboard"

      Navigate to the Forwarding Address section and copy Brokerkit's forwarding address by clicking the button Copy to Clipboard.
      Click 'Copy to Clipboard'

      8. Go to your Gmail inbox

      Go to your Gmail inbox
      Go to your Gmail inbox

      9. Click ⚙️ icon

      Click the gear icon in the top right corner.
      Click ⚙️ icon

      10. Click "See all settings"

      Then, navigate to the settings menu.
      Click 'See all settings'

      11. Click "Forwarding and POP/IMAP"

      Go to the tab "Forwarding and POP/IMAP" to set up forwarding.
      Click 'Forwarding and POP/IMAP'

      12. Click "Add a forwarding address"

      Click the button "Add a forwarding address".
      Click 'Add a forwarding address'

      13. Paste Brokerkit's forwarding address

      Paste Brokerkit's forwarding address, ensure there are no typos.
      Paste Brokerkit's forwarding address

      14. Click "Next"

      When you click "Next", a pop-up window will appear.
      Click 'Next'

      15. Click "Proceed"

      By clicking "Proceed", Gmail will send a confirmation email to the forwarding address's inbox, in this case to Brokerkit's inbox.
      Click 'Proceed'

      16. Click "OK"

      Click "OK".
      Click 'OK'

      17. Go back to your Brokerkit platform

      Go back to your Brokerkit platform in order to find the Gmail confirmation email that was just sent.
      Go back to your Brokerkit platform

      18. Click "Inbox"

      Select Inbox from the left menu.
      Click 'Inbox'

      19. Click "All Conversations"

      Go to All Conversations in order to view all emails that have arrived. Keep in mind that only admin users or the account POC have access to view All Conversations, which means only they can see the Gmail confirmation email. If you are a staff member, please reach out to an admin user for assistance.
      Click 'All Conversations'

      20. Find the email

      Look for the Gmail confirmation email.
      Find the email

      21. Click the confirmation link

      Open the email and click on the specific link provided in the confirmation email to verify and approve the forwarding address request.
      Click the confirmation link

      22. Click "Confirm"

      Click "Confirm" to finalize the addition of your forwarding address.
      Click 'Confirm'

      23. Go back to your Gmail inbox

      Return to your Gmail inbox and refresh the page to load the changes, then go back to the forwarding settings.
      Go back to your Gmail inbox

      24. Select "Forward a copy of incoming mail to"

      Select the option "Forward a copy of incoming mail to" and ensure that the Brokerkit's forwarding address is selected.
      Select 'Forward a copy of incoming mail to'

      25. Decide how Gmail should handle forwarded emails

      Decide what to do with the email after forwarding it—whether to keep it in the inbox, archive it, mark it as read, or delete it—based on your preference.
      Decide how Gmail should handle forwarded emails

      26. Click "Save Changes"

      Don't forget to save your changes by clicking "Save Changes" at the bottom of the page.
      Click 'Save Changes'

      27. Example: Testing the Forwarding Setup

      Now that Brokerkit's forwarding address has been set up, let's walk through an example of how it works. An email was sent from test@getbrokerkit.com to my Gmail address. Since forwarding is enabled, this email should now be automatically forwarded to my Brokerkit inbox.
      Example: Testing the Forwarding Setup

      28. Go to your Brokerkit

      Open your Brokerkit platform.
      Go to your Brokerkit

      29. Click "Inbox"

      Select Inbox from the left menu.
      Click 'Inbox'

      30. The email sent to your Gmail address has been successfully forwarded to Brokerkit — you'll find it in your Inbox.

      In this view, you will see the new emails that have arrived, in this case, we see the email that was just sent from test@getbrokerkit.com.

      The email sent to your Gmail address has been successfully forwarded to Brokerkit — you'll find it in your Inbox.

      31. Click the contact's name

      Click the contact's name to navigate to the contact's profile.
      Click the contact's name

      32. The email sent to your Gmail address has been successfully forwarded to Brokerkit — you can also find it in the contact's profile.

      Since the email was sent from test@getbrokerkit.com, you will be able to also see the forwarded email logged in the contact's profile.
      The email sent to your Gmail address has been successfully forwarded to Brokerkit — you can also find it in the contact's profile.

      2) How to Manually Add Brokerkit Forward address in Gmail?

       

      This tutorial will show how to manually add Brokerkit Forward address in Gmail. This feature allows users to redirect incoming emails to the brokerkit forwarding address, ensuring that all messages are shown in the Brokerkit inbox section.

      1. Introduction

      To start, please access the Brokerkit platform
      Introduction

      2. Click "Account Settings"

      Go to the option Account Settings.
      Click 'Account Settings'

      3. Click "Email"

      Then, go to the tab Email to see the email settings.
      Click 'Email'

      4. Click + to expand

      Click the plus sign to expand the email settings section.
      Click + to expand

      5. Ensure both checkboxes are selected

      In the Fordwarding Address section, you will find two checkboxes. The first checkbox ensures that if an email is forwarded from a contact who doesn't exist in the system, a new contact will be created. The second checkbox ensures that all emails are recorded, including those that are not replies to emails sent from the Brokerkit platform.
      Ensure both checkboxes are selected

      6. Add email addresses or domains to avoid forwarding emails to Brokerkit

      If you want to avoid forwarding emails from specific email address or domains, you can add them to the Never Log section.
      Add email addresses or domains to avoid forwarding emails to Brokerkit

      7. Click "Copy to Clipboard"

      Navigate to the Forwarding Address section and copy Brokerkit's forwarding address by clicking the button Copy to Clipboard.
      Click 'Copy to Clipboard'

      8. Example: Manually Adding Brokerkit's Forward Address in Gmail

      An email was sent from test@getbrokerkit.com to our Gmail account brokerkitproduct@gmail.com. We will forward this email to Brokerkit's inbox using Brokerkit's Forward address.
      Example: Manually Adding Brokerkit's Forward Address in Gmail

      9. Click the 3 dots

      Navigate to the right part of the screen and click the 3 dots.
      Click the 3 dots

      10. Click "Forward"

      Select the option Forward.
      Click 'Forward'

      11. Paste Brokerkit's Forward address

      Paste Brokerkit's Forward address, ensure there are no typos.
      Paste Brokerkit's Forward address

      12. Click "Send"

      Then click Send.
      Click 'Send'

      13. Go to your Brokerkit

      Open your Brokerkit platform.
      Go to your Brokerkit

      14. Click "Inbox"

      Select Inbox from the left menu.
      Click 'Inbox'

      15. Click on the 3 dots to see the detail.

      Since you have manually forwarded the email using Brokerkit's Forward address, the email has arrived in Brokerkit's inbox. Click on the 3 dots to see the detail.
      Click on the 3 dots to see the detail.

      16. The email you have manually forwarded using Brokerkit's Forward address has successfully been delivered — you'll find it in your Inbox.

      Open the test email to ensure it reflects the correct information.
      The email you have manually forwarded using Brokerkit's Forward address has successfully been delivered — you'll find it in your Inbox.

      17. Click the contact's name

      Click the contact's name to navigate to the contact's profile.
      Click the contact's name

      18. The email you have manually forwarded using Brokerkit's Forward address has successfully been delivered — you can also find it in the contact's profile.

      Since the email was sent from test@getbrokerkit.com, you will be able to also see the forwarded email logged in the contact's profile.
      The email you have manually forwarded using Brokerkit's Forward address has successfully been delivered — you can also find it in the contact's profile. That concludes this tutorial. If you have any questions, please reach out to our support team at support@brokerkit.com.