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Front's rules engine allows you to automate your workflows. Rules can help you handle repetitive tasks to save time and increase your team's efficiency in Front.
There are two kinds of rules: team rules and individual rules.
Team rules are applied to any shared inbox and can only be created by Admins.
Individual rules will apply to your individual inbox and internal discussions.
Parts of a rule
Rules are made up of three types of conditions: triggers, filters, and actions.
See here for a full Guide to rule conditions.
1. Triggers (WHEN)
Triggers specify the types of events that will cause Front to start evaluating the conditions of your rule and see if they are met.
2. Filters (IF)
Filter conditions are the criteria that determine whether a rule will be actioned on. More on how to use And/Or statements can be found in this article.
3. Actions (THEN)
Actions specify the actions that will result when the rule is processed successfully (when all filters are met). You have the option to check off Stop processing other rules to prevent the actions of the rule to trigger other rules.
Ordering of rules
You are able to order your rules if you want certain ones to take priority over others, in the case that there are conflicts in the rules actions. This means that the one ordered higher will have its actions take precedence, and the lower rule may only apply some of its actions so as not to conflict with the other. Time-based rules are special, in the sense that they will only be processed if the conditions are met at the designated time.
Type in the desired position of the row, or the arrows to the left of each rule (upon hovering), to adjust rules up or down the list.
Rules triggering other rules
With Front's rule engine, an action of a rule can be used to trigger a subsequent rule, so you can build a sequence of rules to rule one after another. Here's an example sequence:
WHEN: Inbound Message
IF: From company.com
THEN: Add Company tag
When: Conversation tagged
IF: Added tag is Company
THEN: Assign to Andersen
Because Rule #1 is processed first, the Company tag will be added. This will create a conversation tagged action, which allows for Rule # 2 to be triggered. And because the Company tag is present, the second rule is processed and the conversation is now assigned to Andersen.
Rule actions that do not trigger sequential rules:
- If a rule action moves a conversation to a different inbox, subsequent rules will not work on this conversation because it now belongs in a different space.
- If a rule action assigns a conversation (or if a conversation is already assigned), a rule cannot re-assign it.
- Rules with Unreplied after or Unassigned after conditions cannot trigger sequential rules with their actions.
Option to stop processing other rules
If after a rule is processed, and you don't want subsequent rules to apply, check the Stop processing other rules box. When this option is checked, subsequent rules will be ignored even if they would apply to the conversation.
The exception to stop processing are time-based, or scheduled, rules. Rules with Unreplied after or Unassigned after conditions are scheduled by time, and therefore are not taken into consideration as a rule to be stopped.
There are some cases where rules will not work:
- Sending a canned response will not trigger a rule with an outbound reply condition.
- Moving a rule from an individual inbox to a team inbox, or from one team to another team, will not trigger a conversation move rule in the new inbox.
- A conversation that is already assigned cannot be re-assigned by a rule.
Time-based rules FAQ
Does time zone matter?
The timezone that you are in when creating the rule is the timezone that the rule will act on. If you modify the rule in a different time zone, we will detect this and the change will automatically be made.
How does the "time is between" condition work?
When using a Time is between condition, if you set your time to be between 9 pm - 9 am for Monday - Friday. Front will take into account Friday 9 pm to Saturday 9 am.
Rules and analytics
Actions made by rules are not counted into analytics. For instance, if you have a rule to auto-archive emails, the archive does not count as a reaction time. These actions are excluded from analytics.
I have a rule that assigns a message to a teammate based on contents of the message, and another rule that notifies all team members if this message is not assigned.
However, it seems everyone on the team is still getting the notification even if the message is assigned to the teammate, using the first rule.
I have the rules ordered so that the "assign to teammate" rule is processed first. Considering the message is then "assigned" shouldn't that prevent the second rule "notify all teammates" from processing?
Thanks for the help.Reply
I want to archive auto-replies and for this I want to use headers matching.
For example, if this header is present and one of the values is "OOF", I want to archive the message.
x-auto-response-suppress: DR, NDR, RN, NRN, OOF, AutoReply
So far I have not found a way to write:
IF has header-key "x-auto-response-suppress" AND header-value contains "OOF"
How can I do something like this?Reply