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Workflows discussion

Workflows discussion

Find inspiration from fellow Front users on their setup, workflows, or other creative ways they solved problems with Front.

82 Topics
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helenaCommunity Manager

published in Workflows discussion

How to use this forum

This forum is the home base for all things workflows in Front, which we define as:An automation or rule you’ve set up to increase efficiency A series of automated rules and/or manual actions that enable individuals or teams to be more productiveThe type of posts you might expect to find here are:Our team showcasing our customers’ or Front’s own internal workflows Users sharing their own impactful workflows Questions from users for ideas on how to build workflows to achieve their goalsWe hope you find lots of inspiration here and also share any workflows that have helped you!If you have specific questions about how to use a feature in Front, head over to Product Q&A.

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10 months ago

kuldeep_41Conversationalist

posted in Workflows discussion

Custom emoji in tags

Dear Front Support Team,I hope this message finds you well. I am writing to report an issue I am experiencing with custom emoji not displaying correctly in tags within the Front app.Despite adding custom emoji to tags, they do not appear as expected when used in conversations or messages. This inconsistency is impacting our team's communication and would greatly appreciate your assistance in resolving this matter.Could you please investigate this issue and provide guidance on how we can ensure that custom emoji are displayed correctly in tags within Front?Thank you for your attention to this matter. I look forward to your prompt response and assistance.Best regards

2 days ago

ZmudelConversationalist

posted in Workflows discussion

Custom gamechanger rules in customer care?

Hey everyone!I'm curious: What's your game-changing rule that you've implemented yourself, which genuinely adds value to your day-to-day operations? How did you come up with it, what problems does it solve, how does it support your mission, and what's the real impact of this rule?I'm asking because I believe sharing such best practices can help us all improve our workflows and achieve our goals more effectively. So, let's share experiences and learn from each other!Looking forward to hearing your insights and stories.

2 days ago

bthompsonRookie

posted in Workflows discussion

email receipients

Is there a way to have Front recognize email addresses that are frequently used ?Also can they be tied to email addresses of people on that team?

11 days ago

CFMJayConversationalist

asked in Workflows discussion

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”

28 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...

30 days ago

kmcfeeleyRookie

asked in Workflows discussion

Including Shopify into workflow with Front and Quickbooks

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!

1 month ago

kmcfeeleyRookie

asked in Workflows discussion

Connecting Front with Quickbooks

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?

1 month ago

tmartinRookie

posted in Workflows discussion

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

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

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

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

richardConversationalist

asked in Workflows discussion

Multiple Emails & Round Robin

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?

1 month ago

c_kellyConversationalist

asked in Workflows discussion

Editing the Satisfaction Survey

Hi all - maybe I am just still to new to Front, but I cannot figure out how to personalize the satisfaction survey in the signature. I have already referenced the “Front's CSAT feature” help link but it only mentions that you can, not how to do it. We are deciding between adding our own questions or linking our own survey. Currently the resource we use for survey’s now does not work internationally at times. Any guidance is much appreciated!

1 month ago

juliartamConversationalist

asked in Workflows discussion

Rule Set Use Cases

Hi all!I am curious if anyone has any examples of how you used rule sets to make your rule library more efficient/manageable. i.e. replacing multiple rules with one rule which leverages rule sets. I am curious if and how folks are leveraging this functionality to improve workflow management and overall processes. Thank you!

1 month ago

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