Import Email Replies

Learn how to configure the import of email replies in AroFlo Office

Updated on May 27th, 2024

Replies to emails sent from AroFlo are recorded as replies to the email.

Emailed Quotes, Task sheets, Purchase Orders, Invoices and Task Notes and any replies to those emails can be imported and viewed from the email history and/or notes sections.

  • If you send emails to clients or suppliers from AroFlo, you can import their replies.
  • Importing email replies let you view an entire email conversation in AroFlo.
  • Emails which have reply imports turned on populate a unique email address (when the client or supplier clicks 'Reply'). This unique email address is used to send the email to AroFlo.
Email sent from AroFlo along with the client's reply to that email
Email sent from AroFlo along with the client's reply to that email
 

 

Importing email replies

When an email is sent from AroFlo, the default reply address is configured according to your Print and Email Default settings.

If Allow Reply Imports is ticked when your email is sent, AroFlo adds a second reply address that is used to import the email reply into AroFlo. This is typically in the format YourCompany+longstringofcode@inboundemail.aroflo.com

Allow Reply Imports

 
 

This means that when your customer replies to the email, their email will go to both email addresses; you will get a reply in your default reply email box and AroFlo will add that reply to the email inside AroFlo.

 

What if I'm using my own sending domain?
If you're using your own email-sending domain, you must have email reply imports turned off, i.e. emails sent from AroFlo will need to have 'Allow Reply Imports' unticked.

Default settings for this feature can be found in Print and Email Default Options (per business unit or specific client).

 

 

Viewing email replies

If customers reply to emails sent from AroFlo, the reply will be automatically recorded as a reply against the corresponding email inside AroFlo.

Replies to Event Messages will only be recorded if the setting is turned on in Site Administration Settings.

 

Viewing replies in Email History

  1. Navigate to the area where the email was sent (e.g. a Quote Worksheet, Invoice Worksheet etc.)
  2. In the Print Options area, click View History
 
 
 

Viewing replies in Notes

If your AroFlo has been configured to show emails in Task Notes, email replies will be added to Task Notes when they are received by the AroFlo mail server.

Task notes are sorted in chronological order and email replies may not appear directly underneath the original email.

 
  1. Navigate to the area where the email was sent (e.g. a Quote Worksheet, Invoice Worksheet etc.)
  2. Click on the Notes tab.
In this example, the original email was replied to, which shows underneath the original email. A task note was added the following day, and then another email reply came in after that.
In this example, the original email was replied to, which shows underneath the original email. A task note was added the following day, and then another email reply came in after that.
 
 
 

 

Delete Email

Users in the Management permission group can delete an email from appearing in the task notes if necessary.

  1. Click Edit email
  2. Click the (red delete button)
  3. Confirm deletion.
 

 

Disable email reply imports

To turn off import replies, simply untick Allow Reply Imports before your email is sent.

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Your Site Administrator can set this to be unticked by default. Refer to the 'Allow Reply Imports' setting in Print and Email Default Settings.