New Contact Alert

  • 12 April 2024
  • 2 replies


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

2 replies

Userlevel 3
Badge +2



Give this a try. We are using a dynamic variable to verify if they are a contact or not. If they aren’t then you add a tag. 



Userlevel 4
Badge +5

@andersen I’m looking forward to #AI-enabled Tagging
Imagine a customized AI, that recognized the types of emails we receive, and combined that with Business Intelligence (BI) sources (Zoom, LinkedIn, BBB, etc., to identify the sender, their company and industry.  It could then recommend the most appropriate response and workflow to maximize customer satisfaction.  If the email is a prospect, it could suggest a response tailored to convert them into a new customer!