Email Notifications
Keep ticket and message replies moving from the inbox
WorkRate sends email notifications for client tickets and message threads, reply-by-email keeps those inbox replies attached to the right WorkRate conversation, and Email Tickets can turn brand new inbound emails into tickets automatically.
How email notifications work
WorkRate uses email notifications to keep agencies and clients aware of activity that needs a response.
- Tickets: when a client submits a ticket or replies to one, the agency can receive an email notification. When the agency replies, the client can receive an email notification.
- Messages: when either side posts in a client conversation, WorkRate can email the other side with the latest message preview.
- Threads stay inside WorkRate: email is the alert and reply bridge; WorkRate remains the system of record.
Email Tickets: create brand new tickets from inbound email
Reply-by-email (above) is for continuing a conversation that already exists in WorkRate. Email Tickets is a separate, newer feature that does the opposite job: it creates a brand new ticket from an email WorkRate has never seen before — no ticket needs to exist yet, and the person emailing in never has to log in or fill out a form.
- 1Open Agency Settings → Support Intake → Email Tickets.
- 2Turn on "Enable Ticket Email Forwarding." WorkRate generates a unique, permanent inbound address, such as
ticket-x7f2k@inbound.getworkrate.io. - 3Copy the generated address using the copy button next to it.
- 4Set up forwarding in your own email provider. In Gmail or Google Workspace, this is usually under Settings → Forwarding and POP/IMAP, or a filter rule that forwards/redirects mail. Point mail from your real support address (e.g. support@youragency.com) to the generated WorkRate address.
- 5From then on, every email sent to your support address becomes a ticket. The subject line becomes the ticket subject, the email body becomes the first message in the thread, and the sender's name and email become the requester — exactly as if they'd typed it into WorkRate directly.
- 6Matching happens automatically. If the sender's email matches an existing client's contact email on file, the ticket lands in that client's workspace. If it doesn't match anyone, it becomes an unassigned ticket in the agency-wide Agency Tickets queue — you can link it to a client later from the ticket's Client dropdown, or leave it unassigned. See the Tickets guide for more on Agency Tickets and unassigned tickets.
Reply-by-email vs. Email Tickets — what's the difference?
Both features use email and both work automatically, which makes them easy to mix up. Here's the distinction that matters:
Continues a conversation that already exists. Someone replies to a ticket or message notification email, and WorkRate posts that reply into the existing thread.
Creates a brand new ticket from scratch. Someone emails your support address for the first time — no existing ticket, no notification to reply to — and WorkRate opens a new one.
White-label inbound reply domain
Agencies on the Agency plan can set a custom inbound subdomain so reply-by-email addresses use their own domain.
- 1Open Settings → White Label in WorkRate.
- 2Enter the Inbound reply domain, such as
inbound.youragency.com. - 3Add an MX record at your DNS provider: host/name
inbound, valueinbound.postmarkapp.com, priority10. - 4Save the setting after DNS is configured. New ticket and message notifications can then use your branded inbound reply domain.
Spam and junk folders
If a client says a proposal, ticket, or message notification did not arrive, ask them to check spam, junk, promotions, or quarantine folders before resending.
Tips
- Keep the client email accurate on proposals, client workspaces, and portal access records.
- Use one shared support address carefully. If multiple people reply from one inbox, make sure the sender is still authorized for that client or agency thread.
- Use the portal for full context. Email replies are convenient, but WorkRate is where the complete timeline, status, and attachments live.