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      How to Set Up Brokerkit Forwarding in Outlook?

       

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

       

      This tutorial will show how to set up the new Brokerkit Forwarding Address in Outlook. 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.
      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 Outlook inbox

      Go to your Outlook inbox.
      Go to your Outlook inbox

      9. Click ⚙️ icon

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

      10. Click "Mail"

      Then, navigate to the tab Mail.
      Click 'Mail'

      11. Click "Forwarding and IMAP"

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

      12. Switch on "Enabled Forwarding"

      Set the forwarding toggle to 'on' to ensure that emails are actively forwarded to your specified address.
      Switch on 'Enabled Forwarding'

      13. Paste Brokerkit's forwarding address

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

      14. Decide how Outlook should handle forwarded emails

      Select the checkbox to keep a copy of forwarded emails in your inbox. If unchecked, emails are only sent to the forwarding address and won't appear in your inbox.
      Decide how Outlook should handle forwarded emails

      15. Click "Save"

      Don't forget to save your changes by clicking "Save".
      Click 'Save'

      16. Close the window

      Close the settings window.
      Close the window

      17. 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 Outlook address. Since forwarding is enabled, this email should now be automatically forwarded to my Brokerkit inbox.
      Example: Testing the Forwarding Setup

      18. Go to your Brokerkit

      Open your Brokerkit platform.
      Go to your Brokerkit

      19. Click "Inbox"

      Select Inbox from the left menu.
      Click 'Inbox'

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

      21. Click the contact's name

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

      22. The email sent to your Outlook 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 Outlook 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 Outlook?

       

      This tutorial will show how to manually add Brokerkit Forward address in Outlook. 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 Outlook

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

      9. Click "Forward"

      Click the button Forward
      Click 'Forward'

      10. Paste Brokerkit's Forward address

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

      11. Click "Send"

      Then click Send.
      Click 'Send'

      12. Go to your Brokerkit

      Open your Brokerkit platform.
      Go to your Brokerkit

      13. Click "Inbox"

      Select Inbox from the left menu.
      Click 'Inbox'

      14. 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.

      15. 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.

      16. Click the contact's name

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

      17. 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.
      Ending