💻 You've Got Mail! Inbox Setup and Tips

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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