Manually merge conversations

Overview

There may come a time where you have separate threads about the same topic. In those cases, merging the conversations can help your productivity so that all context is in one thread.


How it works

When you can merge

  • If conversations are emails.
  • If conversations are Tweets.

When you cannot merge

  • You've selected two different conversation types, such as an email and a Tweet.
  • One or more of the emails started as a Front Form submission, then continued as email. 
  • If the number of messages or activities across all conversations you're merging exceeds 100. You will receive an error that says "These conversations are too big to be merged."

How merging works

The behavior and end result of the merge will be based on the following hierarchy of conditions, in order:

  1. The conversation with the most number of messages becomes the master copy and the subject from this copy is retained.
  2. The conversation with an assignee becomes the master copy.
  3. The conversation with the most recent comment becomes the master copy.
  4. The conversation with a tag becomes the master copy.
  5. The conversation that was created first becomes the master copy.

Instructions

Step 1

Select the multiple conversations you wish to merge, and click the three-dots conversation menu. Select Merge conversations. If you only select one conversation, the option will not appear.

 

Step 2

An alert will pop up confirming that you want to merge these conversations. If you're ready, select Merge. Keep in mind, this cannot be undone.

Step 3

The messages will them appear as one conversation. If the conversations you are merging have different subjects, the subject applied will be the subject of the conversation with the most number of messages, activities, and assignees.

16replies Oldest first
  • Oldest first
  • Newest first
  • Active threads
  • Popular
  • It says above that you can merge SMS but I tried -- both merging two SMSs and merging an SMS with an email -- and had error messages both times telling me that I couldn't. 

    Like
  • Hi Rachel. Apologies, but SMS messages cannot be merged. I have updated the article. Sorry for the inconvenience.

    Like
  • I have two messages sent to us through the new Form inbox. When I try to merge them, it says "You cannot merge email conversations"

    Like
  • Hi Jonathan,

    Currently you cannot merge from the Forms inbox, but it is on our roadmap.

    Like
  • Cori Morris Got it. Would love to see that. In fact, would love to see merging for all message types together. It is a very common use case for us to receive a message via email, then the same request via another channel ... those pesky, impatient users! 🙂

    Like 1
  • So you can't merge FB messages and email conversations?  That needs to be a feature to add as we get messages via one, then usually another.. be good to have them merged so we can see the customer has reached out in both channels...

    Like 1
  • Cori Morris Is there a way to separate emails in the same conversation into different conversations?

    Like 1
  • Joyce Lee Not right now, but this is on our roadmap for later this year.

    Like
  • Cori Morris any update on this? We need this feature to continue using Front.

    Like 1
  • Paul Pritchard Unfortunately not. Other higher priority items were scheduled instead. Hopefully next year!

    Like
  • Cori Morris This is also a pain that we don't have this functionality for our team - any indication as to when this will be implemented yet?

    Like
  • Patrick Grant we are actively working on this feature now and while we can't share an exact ETA, we hope it will ready in the few weeks.

    Like
  • Do you have any plans to facilitate merging more than 100 messages - this arbitrary limit makes no sense and our email chains for projects often run considerably beyond this.

    Like
  • jhornby Yes, we have an open feature request to merge more than 100 messages. I have added a +1 vote for you on this capability to our product team. We'll follow up with you when the limit has increased.

    Like
  • Lemuel Chan Please +1 me on this as well.

    Thanks!

    Like
  • Ashley Grant added another +1 for you!

    Like
Like1 Follow
  • 1 Likes
  • 1 mth agoLast active
  • 16Replies
  • 7185Views
  • 11 Following