Organizing client inboxes for an agency

Hi there 👋

Thank you for reaching out about this! Your idea of using tags and separate inboxes is actually one of the most common ways I’ve seen companies achieve this type of workflow. Some teams use a combination of both, while others rely on just tags or just inboxes. It really comes down to your team’s preferences and how you’d like to organize conversations.

For example, a common setup is to create a rule that automatically detects when Company A writes in and moves the conversation to a dedicated Company A inbox. This allows the teammates responsible for that account to easily manage and follow up on those conversations.

If you have a similar workflow configured and aren’t seeing the results you’d expect, I’d recommend reaching out to our Support team so we can take a closer look and help troubleshoot what’s happening.

Thank you! 

This doesn’t really answer my question. 

My question is if it’s more effective to use Tags or Inboxes in order to do this. I know I can do both. My thought is that tags is the way to go.

I think there are +/- to using them or maybe use a combo of both in order to get the best outcome. 

Heya 

We had the same problem - lots of client accounts, rapidly growing in number. 
 

We created a webhook that adds a Tag by account. 
 

we then created views for each Tag.

hope that helps! 

It does, I think tags are easier than mailboxes...

100% easier + if you want to change the Client Account allocation to different internal teams / team members - you can simply update the view (vs having to move inboxes around).

Great question… I have started using tags to classify emails but would be curious to know if there is a way to automate tagging based on a name in the memo line? I have tried playing around with rules, but can’t seem to find an option/method that would allow for this.