Customize Your Mailbox Settings

Each Help Scout mailbox has its own distinct settings — customize your mailbox to make it your own! This article will guide you through each of the mailbox settings you find on the Edit Mailbox page.

Head to Manage > Mailbox(es) > [Choose Your Mailbox], or click on the gear icon in the left-hand sidebar under your folders from within your mailbox, and choose Edit Mailbox.

Mailbox

Mailbox Name

Use any Mailbox Name you'd like! If you've got more than one mailbox, it's helpful to use a descriptive name so that you can easily tell them apart. You may choose to use the Mailbox Name in the From Name for your mailbox, or in variables in several other settings that your customers might see.

Mailbox Address

The Mailbox Address is the main email address for your mailbox. You may choose to give this email address out to your customers, or connect a custom email address that uses your own domain name and set up your email to forward to this address. Take a look at Add or Update a Custom Email Address for the details on how to manage that.

Connected Email Address

This setting shows the custom email address that has been connected, if one exists. To change the address, click the blue Change link just above the box and head to Add or Update a Custom Email Address for the instructions to follow from there.

Default settings

From Name

The From Nameis what will show in your customers' email inboxes when you write to them. Choose User's Name for a more personal look and feel — each email will show as being from your mailbox or connected email address, but the From Name will show as the User who sent that reply. Or choose Mailbox Name for a more formal approach — no matter which User replies, it always shows as your Mailbox Name.

You can also use the Custom Name to make it something all its own! This field will support a few of our variables that you can mix in as you like — though you don't see a dropdown list to select a variable, you can enter {%mailbox.name%}, {%user.fullName%}, {%user.firstName%}, and/or {%user.lastName%} here to use them.

Default Status

Default Status determines which status your conversations automatically go to after a reply has been sent. If you're just starting out, we recommend using Closed because conversations will automatically change to Active when customers reply. If using Active or Pending is a better fit for your team's method of working through your conversations, you can change that setting under that menu. More about Help Scout's statuses: Status Indicators.

Default Assignee

Default Assignee designates who has ownership of a conversation after a team member replies. Choose Anyone if you'd like to keep conversations Unassigned regardless of who replies, Person Replying if you want to make sure whomever sends the most recent reply retains ownership of the conversation, or Person Replying if Unassigned if you'd like the first person who replies to take ownership of the conversation.

Auto Bcc

Auto Bcc allows you to automatically send a copy of every outbound reply sent from your mailbox to a specific external address. This is useful if, for example, you need to loop in an external email address for archival or compliance.

Looking to add an Auto Bcc address for your replies only? Each user can set up for their own Auto Bcc from their User Profile.

Signature

A signature in Help Scout belongs to the mailbox instead of the person. Check out Create and Manage Mailbox Signatures for the full information on how to customize this setting.

Aliases

Use the Alias field to forward multiple email inboxes to the same Help Scout mailbox. Adding the alias addresses to this field will tell Help Scout those emails are coming from your inboxes and will direct your replies to the customer.

For more detailed information about using alias emails with Help Scout, check out Forward Email Aliases to a Mailbox and When to Set Up a New Mailbox.

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