Setting up your team’s workflow: team tags, signatures, rules, and canned responses
Team tags, signatures, canned responses (i.e. a saved message template), and rules are essential tools to improve your team’s efficiency and your customer’s experience. One of the powers of Front is that once you create these shared resources, they can be easily used and updated for your entire team. That means no more manual and tedious maintenance of siloed and spread out information that can result in your customer communications being out-of-date or slow — you can easily update then share these team features to ensure the best experience for your customers.
Team tags make it easy to track certain topics in your inboxes, set up rules to sort messages automatically, report on trends in analytics, and more. Team tags are visible to your team so that everyone can use them for your shared workflow.
Learn more: Creating and using tags
Admins can create team signatures for all teammates to use for email channels. This ensures that your entire team’s signatures are consistent and can be easily updated with the most relevant information.
Learn more: How to create or edit a team signature
Canned responses are saved message templates that are accessible to your entire team. They allow you to respond faster, prevent you from writing the same response over and over, and give your team a unified voice. You can also use dynamic variables to automatically fill in specific information in your canned responses, saving more time and ensuring accurate responses.
Learn more: How to create or edit a canned response
Front's rules engine allows you to automate your team’s workflows so that conversations can be easily triaged and tracked. Rules can help you handle repetitive tasks to save time and work more efficiently in Front. Check out the Rules Directory for the most-used rules that our customers love.
Learn more: Understanding rules