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Community topics about Front features and workflows

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zrichardsonConversationalist

asked in Workflows discussion

"This conversation is assigned to...are you sure you want to archive" don't show again

Hi! Excited to be part of the Front community, as there’s a lot of things I love about the application.During the weekdays, we have one box the whole team uses and responds to, but a lot of the members don’t sign out, so conversations still get assigned to them.On the weekend, it’s just me and one other person taking turns managing the box, and it’s SOP to clear out 100+ emails at a time as they are “inquiries”- in other words, people asking to do a job for us, where hundreds of emails will come in, but then only one of them actually gets it, and it’s unnecessary to even respond to the others (they know that).I need to stay in open view so I see all conversations, even ones that are assigned, but when I try and close out a ton at a time, I keep getting this popup saying that the conversation is assigned to someone else, am I sure I want to close it out.I’m 100% sure that I need to close all these out every day, is there some kind of “don’t remind me”, “don’t bug me”, “don’t ask again”

25 days ago

yannickRookie

asked in Workflows discussion

Outbound in custom channel

I create a zap for SMS imported into a custom channel.The SMS messages come from Sakari and I'm using Zapier to import this.But I can't respond in Front and my API endpoints for Outbound are empty.I don't know the values...

27 days ago

GaspardFronteer

posted in Desktop release notes

Front Desktop 3.50.2

Upgrades to Electron 27.3.7

28 days ago

daledConversationalist

asked in Get started on Front

Create a smart rule for a custom URL Link tag based on a reference # in email subject line

This is the custom workflow I created using smart rules. I work for a 3rd Party Logistics Company and we have our own internal system for managing and updating shipments. I happened to notice that the URL for each shipment in our system was the exact same and only the shipment number listed in the URL is what changed. For each new incoming/outgoing email, the rule searches the subject line for reference number that starts with “s” followed by digits. If said number does exist, it will copy that number and paste it into the already existing text and complete the URL link that will direct you to that very same shipment page in our system. I hope this helps!

1 month ago

nate_campConversationalist

posted in Workflows discussion

New user making the switch from your old email to Front

Does anyone else find themselves feeling overwhelmed, intimated and/or just scared when making the switch from their old email to the Front system? I LOVE the features that Front offers users, but I’m an old school believer of “if it ain’t broke, don’t fix it” lol. With my daily work I utilize email and teams for all my communications so I kind of laugh at the thought of an email that combines the two when I can easily just continue using them to be productive during my work days. Again, this is probably just me being stubborn and the fact that I don't like change. Please feel free to share with me your thoughts and/or experiences so far during your switch. Any tips/tricks you’d suggest? (Other than taking advantage of the community forums/courses/training Front already offers users?)

1 month ago

triinyyConversationalist

asked in Product Q&A

Customer feedback through Satisfaction Survey

Hello, Our team is quite new to Front and we have not included the survey to our emails just yet and are wondering if it is something that we would benefit from. If you use it, what have been the main benefits of it? Would you say most of the customers do not participate or how often customers take time to also leave a comment?

1 month ago

Kate23Conversationalist

asked in Workflows discussion

Birthday greetings automation

Hi community, We have an idea of greeting our customers on a birthday by email. Does anyone know whether it is possible to automate this process via Front and how? Thanks for any help.

1 month ago

Hannah HEnthusiast

asked in Workflows discussion

Company Rules Clean-up

Hey everyone,I'm currently exploring the best way to efficiently route emails from our main company channels to region-based workspaces and could use some insights and suggestions from the community.Here's the context: We utilize the email address sales@ourcompany.com as our main point of contact, which gathers web forms from our website. These web forms include a field indicating the country/region of the customer.Currently, we have a company rule in place that assigns certain countries to specific team members. However, we're looking to revamp this process to enhance efficiency and streamline operations.Ideally, we envision a solution where emails are first routed to a designated workspace based on the region indicated. From there, the workspace would apply specific rules tailored to that region, such as assigning quote requests to the appropriate Sales Development Representative (SDR).If anyone has experience or suggestions on how to set up such a workflow within Front, I'd love to

1 month ago

Kate23Conversationalist

asked in Workflows discussion

Using notes data in rules

Hi community, In some cases, we use notes to save additional information about the clients. I am wondering whether it's possible to use notes data in rules using built-in Front rules or probably via Zapier?

1 month ago

double.botConversationalist

asked in Workflows discussion

Setting up automatic follow ups

I am trying to setup automatic follow ups for when we reply to a support email from a customer, and we don’t hear back from them in 48 and 96 hours. I have the follow rule set for the 48 hour part below. For some reason, this isn’t working / it doesn’t send any emails. Has anyone been able to setup a similar workflow? Trying to figure out what I’m doing wrong.

1 month ago

double.botConversationalist

asked in Workflows discussion

Sending an automatic welcome email

Is it possible to create a workflow to automatically send welcome emails to new contacts or contacts with a certain tag?

1 month ago

Hannah HEnthusiast

posted in Workflows discussion

Website Form Routing Rules

Hey everyone,I hope you're all doing well! I'd like to kick off a discussion on a topic that's been on my mind lately: managing rules and tags for inboxes that primarily receive website form submissions.Here's a bit of context: At our company, we route numerous website forms to an email address that serves as our primary channel in Front. Each of these forms has its own structure and includes a separate field for custom messages. To streamline our workflow, we've implemented rules based on tag-words to categorize and route these submissions effectively.However, we've encountered a significant challenge: the potential for misinterpretation. For example, a tag-word like "US" intended to assign a submission to our America Sales Team could inadvertently be applied to a form where someone simply wrote "help us" in the custom message field.I'm eager to hear from fellow community members who may be dealing with a similar setup. How are you managing rules and tags to ensure accuracy and preven

1 month ago

ArranLeithConversationalist

asked in Product Q&A

How to keep chat history but start new messages start fresh

Currently trying to work out if there’s a way to keep the chat history but prevent tags and rules being applied from older messages. For example - If a customer emails in about an order being lost in the post. It would be tagged Merch and go to their inbox. The issue gets resolved, customer happy. Then 6 months later, the same customer has an issue with payment however the rules and tags are reading those previous messages and directing it into merch and payments. Is there a way that after say 2 months. Any new messages follow the rules without going back over old messages but still be able to see the chat history if you scroll through previous messages?

1 month ago

alyssa_kaminskyRookie

asked in Product Q&A

Teammate Daily Reports

How can I set up a daily report per teammate of how many open conversations they have? I see the glossary for ‘active conversations’ but it does not differentiate between archived and open in their inbox. Is there a proper filter to create daily report of open conversations by teammates?

1 month ago

double.botConversationalist

asked in Workflows discussion

Removing the footer for Google Groups

I am trying to remove the footer that Google adds automatically when forwarding emails to an external address in a Google Group. I already followed this article, which helped quite a bit but instead of removing the footer altogether, it just added a smaller one:“To unsubscribe from this group and stop receiving emails from it, send an email to help+unsubscribe@xyz.com” Has anyone found a solution for this? I’ve ticked off both the standard Groups footer and the custom footer.

1 month ago

JohnWSmart Cookie

asked in Product Q&A

Can The Archive Be Sorted by Email Received Date?

We want to Sort Archived Messages by Date Received, NOT ArchivedBeing able to have an option to sort Archived Messages by the date the message was originally received would be super helpful. I don’t see that option existing, but wanted to ask, in case we’re missing it. If it doesn’t exist, I’ll definitely be putting it in as an Idea for a future feature.

1 month ago

double.botConversationalist

asked in Workflows discussion

Looking to sync Stripe with Front

Would like to tag contacts in Front based on whether they are paying users or not (based on Stripe data, where we keep our subscriptions). I was surprised to see there is no Stripe app in the AppStore, has anyone built a similar workflow?

1 month ago

KamoheloRookie

asked in Product Q&A

Using Front For WhatsApp

Hi Everyone!We have been using Front in conjunction with Twilio and Courier to send WhatsApp messages to our users. Using all three platforms is a long and tedious process. We use Twilio to approve WhatsApp marketing templates and add buttons, then we copy that template to a Courier template and add our list of users we want to send the WhatsApp message to and then send the template to the users on Courier and then we respond to user replies on Front. My question is can we do all of this just on Front? If so please let me know how or how to simplify this process.

1 month ago

dimitri_douchinRookie

asked in Product Q&A

Option for Display Unread messages first in Inbox

Currently, only New Unreplied can be used but not all unread messages need a reply. Unread first is a basic feature that I think a lot of people use!

1 month ago

hector_rojoConversationalist

asked in Get started on Front

Unable to find a conversation/message in front

I am unable to find a conversation/message in Front using the cnv_ID and/or msg_ID. How can I find them and why are they blocked? Seems to be Invisible

1 month ago

hugogrimConversationalist

asked in Product Q&A

New to front

Hello everyone ! We are setting up front at my company to keep contact with customers, i can’t wait to explore Front’s features, if anyone has tips on how to get started it would be nice !

1 month ago

ConeDawgRookie

asked in Product Q&A

Trello labels in random order?

When creating a Trello card from an email in Front, I get options such as choosing the Trello board, the list name, and labels. There’s a dropdown that allows me to scroll through the Trello label options. Here’s my question (pet-peeve), the order of the labels in the dropdown menu seems to be random. They’re not organized alphabetically, by color, by most recent used, by anything that I can detect. Is it possible for me to organize the labels in the dropdown by my preferences? Thanks for your help!Kevin

1 month ago

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