Automatically categorize your emails

Overview

If you're reading this, you're probably looking for a more automated way to obtain insights on your emails, and a better way to track the topics of your conversations and what your customers are contacting you about. You can use a combination of rules, message templates, and tags to do just that!


Instructions

Step 1

Think about what you're aiming to learn by categorizing your emails. What are the categories and topics that you want to track?

Step 2

Create tags for each of these categories.

Step 3 (optional) 

Create message templates for your team to use when handling frequently asked questions or common topics.

Step 4

Create rules to automatically tag conversations based on keywords that relate to the category you'd like to track.

For example:

 

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