Tip of the Week #71–Auto-move incoming messages to the right inboxes with keywords

Tip of the Week #71–Auto-move incoming messages to the right inboxes with keywords

We all know that customer-facing teams, especially your sales and support teams, can’t afford to miss  even a single customer conversation. But sometimes, sales queries or support requests can easily get lost in a crowded inbox or even end up in the wrong inbox, and that’s the last thing anyone wants.
To avoid such situations, set up an automation rule that automatically moves inbound emails to your Sales or Support Inbox based on certain keywords in the message body or subject line. Think of common words such as error, not working, help, urgent, issue, or support, and create the rule.With this in place, help requests will land directly in the right inboxes where your team can see them and jump into action, without wasting time sorting through inboxes.
Set up automation rule 
1. Login to Zoho TeamInbox. 
2. From the left pane, mouse over the team for which you want to set up rules, click the More icon and click Manage team.
3. Select the Rules tab and click Add Rules.
4. Enter a Name for your rule. 
5. Define the Trigger as Inbound message, Inbound reply or both.
6. Define the Condition that is to be met for the rule to perform actions.For example, choose Message body or Subject and enter the keywords
    you want to track.
7. Specify whether all conditions must be met or if meeting any one condition is enough.
8. Choose the action as Move to and select the inbox where you want the emails to go.
9. Click Create.

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Tell us how your teams use automation rules in Zoho Teaminbox? We value your input—have a suggestion for a topic we should cover next? Let us know in the comments. If you haven’t tried Zoho TeamInbox yet, sign up today and start your free trial.

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