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 |