How smart merge works

Overview

Smart merging consolidates duplicate threads in Front to make working together on emails simple.

Front can automatically merge conversations together when one recipient of an email @mentions other recipients on their copy of the conversation. When that happens, a smart merge will be triggered so all the teammates involved can work on one unified copy together.

Here's an example: 

  1. A customer emails their Account Manager and CC's their Sales Representative. The Account Manager (John) and Sales Rep (Sally) both manage their individual email in Front.
  2. John @mentions Sally on his copy of the customer's email: @Sally, what do you think?
  3. At this point, Sally and John's separate copies of the email will automatically merge into a single conversation in Front, so they can comment and reply in one thread.

Instructions

Smart merges happen automatically when you @mention other recipients on your copy of the conversation, or when you're @mentioned on theirs. There's no additional steps needed to trigger a smart merge. Here's how it works: 

Step 1

Someone emails multiple email addresses that are all managed in Front.

In this example, Emily has emailed sarah@ccc.com and rachel@ccc.com , which are both private email inboxes in Front:

Step 2

When one recipient @mentions another, their conversations will be automatically merged into one conversation. This is a "smart merge", and you can immediately see when this happens because both teammate avatars will be shown in the participants menu.

Here, Rachel @mentions Sarah on her copy to trigger the merge. After that, Rachel and Sarah are owners of a joint conversation 👑 Being an owner means you cannot be removed from the conversation.

Step 3

Once the conversations have merged, any comments or replies from either teammate will be visible to the other so they can work together on one copy.


FAQ

Are there any instances a smart merge won't happen?

The merge will happen as long as there are no conflicts between your copies of the conversation when recipients @mention each other.

That means all copies have the same messages, tags, assignees, and comments. If one of you has acted on your copy of the conversation, like @mentioning your manager or tagging it, the conversations will not merge.

Can a smart merge happen between team and individual email channels? 

Yes, when you and a team inbox email address both receive the same email and someone @mentions you on the team inbox copy of the conversation. The merge will happen as long as there are no conflicts between your copies of the conversation.

Since you cannot @mention a team inbox, there is no way to merge that into "your copy". Only your private copy can be merged into the the team inbox copy by someone @mentioning you there. 

Can a smart merge happen between two team email channels? 

Nope! The email will already be a shared between the two team inboxes. Therefore, there's no need to have a merge. 

Can I manually merge conversations? 

Yes! You can manually merge conversations, separate from smart merge. Follow these instructions to manually merge conversations.

Can a smart merge happen between a recipient and a sender? 

Yes! For example: Mike emails Sarah, and Sarah @mentions Mike on her copy of the email. Their conversations will merge assuming that there is no conflicting information in the threads, like if Mike has @mentioned  someone else already or tagged his copy.

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