You've Got Mail! Inbox Setup and Tips

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Summary

Demonstration and discussion of best practices for setting up Inbox in Slate, including tips for setup, testing, automation, and permissions.

Original Air Date: 03/15/2017

Video Topics

Topic

Timestamp

Getting Started

02:56

Step 1: Think About Your Process

03:48

Step 2: Set Up Inbox Roles for Access

04:39

Step 3: Create an Inbox Group

07:00

Step 4: Test Inbox

08:25

Using Inbox

09:55

Interface Overview

11:15

Creating Snippets

22:57

Automating Inbox

26:10

Adding the Messages Query Base

28:00

Actions When Messages Enter Inbox

28:53

Assigning Emails to Staff

33:08

Automatically Resolve Messages

35:20

Automatic Replies

36:25

Notify Staff

39:54

Setup Message Forwarding

41:57

Final Inbox Tips

44:50

Q&A

46:00

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