Front users

I have a host server to which several users (7-9) connect to work remotely. What is the most recommended practice for this case: Install Front Wide Machine for multi-users or install the standard FRONT application by user session, I mean install it in each user session?

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...

Upgrades to Electron 27.3.7

Hi everyone! New user here, any Tips and tricks or Best practices to keep in mind for Beginners. Thank you

I previously submitted a question about creating a workflow from Front to Quickbooks Online. I’d like to ask another workflow related question, this time including a third API from Shopify. At my workplace, we plan to replace email with Front...allowing customers to email, text, webchat, and submit orders through social media. It will open new communication channels and make our presence more Omnichannel. Our new workflow will have a “shopping cart” element by including Shopify and also including Quickbooks Online on the backend to track inventory and allow transactions to flow into our Quickbooks. Does anyone currently have a similar workflow? Does the Shopify API require any special rules? What can you offer in the way of tagging best practices with this potential workflow? Thanks in advance for your advice! 

I have a question about my company workflow. I’d like to connect Front to my Quickbooks online to track orders coming in to my inventory and posting transactions. Often customers email me a Purchase Order with a dynamic link that can be routed to Quickbooks online for inventory purposes and to also send payment links back to the customer. Does anyone here have experience setting this workflow up? Any recommendations you can offer before I get started?

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?)  

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?

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.

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

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?

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.

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

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 tag

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?

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? 

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. 

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?

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!

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

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 !

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

Is there a method to link multiple incoming emails through the subject line so they are assigned to the same person (when using “round robin”)? Eg. in our workflow, we receive alerts/incoming emails for each step of a booking process. So that could be:1. Partial lead2. Quote completed3. Booking made4. Contract signed5. Payment receivedEtc etc. Using the round robin method, it would break up each of the 5 workflows and assign them to different agents.  Whilst the subject is different, the one constant is the lead number within the subject line. How would we set a rule for this if the lead number is dynamic and we don’t know it ahead of time?

If anyone has advice, I would greatly appreciate it! For our CSAT survey, we have a rule to send a survey when we have an inbound chat or email. The challenge right now is the survey is being sent to all of our spam emails when we tag it (we tag as auto emails do not count for analytics for our reporting) and archive it. Is there any way to include an “exclude” statement for the rule to leave out all of the DMARC auto generated emails? Thank you!

We have multiple tags relating to our business and when customers are messaging us through. When customers send a message to us. It can appear with multiple tags that aren’t relevant to the request. For example: Messages are being tagged as an issue with the app and going to Tech when in reality they’re mentioning they’re having a payment issue on the app which needs to go through to billing. Is there a way to flag multiple keywords in a message before applying a tag to fine tune the flow of our messages?