Workflows discussion

Our current workflow has been designed so that emails are routed to a shared inbox based on custom account fields and then assigned back to the inbox owner. We often have email chains that have multiple recipients.Example below:3x users that are recipients + 2x users that are cc’d = Up to 5 copies of the email in the shared inboxThis has caused issues with merging and email assignment which has led to:- People missing emails because they have been archived - Multiple internal threads across the different copies- Half of the copies auto-merging and the others remaining seperateAnother thing to note is that email ‘assignee’ often changes as different people will respond within the same chain.What workflow automations / changes could work to solve this?

We're planning to use order number as a dynamic object. A few of the things we would like to see in that dynamic object are the product name, price, quantity. However, sometimes somebody orders 1 product and other times 2, 3, 4 or 7 products (with each having it's own name, price, qty etc.) Does that mean we’d have to make X amount of product name, product price, product quantity fields just in case someone orders more or is there a better to accomodate this?Another possible solution I was thinking about, which doesn't sound ideal either, is to make 1 field for each option and if there are more product names, prices, qty in the order to place them in the same field in Front. This will get very cramped but that should at least make it so that we can see everything, correct?Wondering if anyone has faced this issue before and if they were able to fix it. Hope to hear from you ;)

Does anyone have suggestions or a workaround for users rating a knowledge base article (a simple 😀 or 😩) or something similar? We want to ensure that our users are finding value in the articles they are using. 

What is the best way to append a message to the end of all company signatures without updating each one manually?

Hello everyone,I'm currently using Front as part of my workflow in an accounting firm, and I'm looking for some advice and inspiration. Our team consists of several accountants, administrative staff, and interns, and we seeking seamless methods to manage client communications, schedule appointments, and share important updates within our team.I've started utilizing Front's shared inbox feature to streamline client inquiries and ensure that no message goes unanswered. However, I'm curious about how other firms are maximizing their use of Front for internal communication and task management. Specifically, I'm interested in:Automated Workflows: Are there specific rules or automations you have created that have significantly improved your efficiency? Integration with Other Tools: We use a few different tools for client records, billing, and financial analysis. How have you integrated Front with other tools in your tech

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 “d

How do you effectively manage and prioritize incoming messages in FrontApp to ensure timely responses and maintain high-quality customer support apart from the typical SLA method?

"In what ways can FrontApp users leverage advanced automation features, such as custom rules and API integrations, to orchestrate complex workflows and optimize team productivity across diverse communication channels?"

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

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?

Hello everyone!I am looking for someone that can help me to add a script that will automate the download of attachments based upon tags assigned.  If this is something you could assist us with implementing, please reach out.  Thank you! Jay

a way to set a front rule or tag to recognize when a new email address that has never emailed us before emails us

Hello community! I need help understanding how to best tag, surface ,and escalate the tags my customer success and sales team are using to then be able to automatically generate reports once a certain threshold of a tag has been met. For example, if we have 4 customers contact us with website issues, our team uses website_issues tag 4x a report should be sent to myself and other leaders to work closely with our IT team to resolve the issue in a timely manner. Is this a feature I may be missing? Any ideas? 

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...

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?)  

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

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?