![]() It’s like having a personal assistant who sweeps up your inbox before you open it each morning: automatically archive messages based on specific qualifications, so you only see what you really need.Īrchive a Salesforce record update message. If a message is unreplied after 2 hours, assign it to a specific teammate. “Unassign” any messages your team receives between 3 and 5am. Give a heads up to the sales team when someone sends a message requesting a demo.Ĭreate time-based rules to send emails when it works best for you, and set time limits and follow-up reminders to make sure every message gets a prompt response. Loop in your boss every time you get an email from a VIP client. ![]() Teammates will get notifications in Front, as if you them on the message yourself. Make sure the right parties know about certain messages, every single time, without having to forward them the message. Instantly tag anything that’s from a address as Urgent Support.Īutomatically assign anything tagged as “Recruiting” to your recruiting coordinator. You can also make rules to trigger actions to those tagged messages. Give a “thanks for applying” note to any message tagged as “Job Application.”Īutomatically add “tags” to incoming messages so your inbox always stays neat and tidy. Send a “We’ll get back to you soon” to any message that’s received from 9pm to 6am in your Support inbox. Send a custom canned response to a message based on its body text, subject, sender, or time of day. These rules help divvy up messages from group aliases evenly among team members, so everyone knows exactly what they’re in charge of.ĭistribute new leads in a round-robin to members of your sales team.Īssign all support messages containing “refund” to your agent who handles refunding. Move messages exactly where you want them, as soon as you receive them. Read on to discover some of our favorite ways to use rules, then browse our Front Rules Directory for more examples that can boost your team’s productivity. ![]() How to make a ruleġ - Select what type of message you’d like to apply the rule to – an inbound message to your support inbox, for instance.Ģ - Add specific conditions – maybe when the message is from your VIP client, in the middle of the night.ģ - Set the outcome you want for it – say, the message automatically gets “assigned” in Front to your night-shift support agent.Ĥ - Voilà! Your inbox is now on autopilot. Team rules: apply to messages in shared inboxes (only Team or Company admins can make these)Ĭompany rules: apply to all messages in individual and shared inboxes (can only be created by company admins)Ībove is a company rule, so it apples to individual and shared inboxes. Individual rules: only apply to messages in your individual inbox There are three kinds of rules: team rules, individual rules, and company rules. For instance, “ if an inbound message contains "urgent support", then add the tag "Urgent". Rules let you automate workflows you often repeat by using “ if, then” statements – guidelines that tell your inbox what to do with certain messages. ![]() Here’s everything you need to know to start making rules (you’ll be whipping through your inbox at lightspeed!) What are rules? Rules come with endless possibilities for customization, and our customers use them to create amazing automations all the time. Good news! Using “rules” in Front is like giving your inbox a brain, so when you go to plow through your email everyday, some of your work is already done for you. Wouldn’t your productivity skyrocket if you didn’t have to worry about those time-consuming, repetitive tasks – if your inbox could handle them for you? We mark as unread, forward, cc, enter data into CRMs, copy ideas into project management tools…the list goes on. Our inboxes make us do the same tasks, over and over, every single day. ![]()
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