Skip to content
Learning Center / Mailbox Administration and Workflow Configuration / Rules

Assignment Rules

In Emailgistics, you can add, remove, and modify licenses for your users to ensure the right team members have the appropriate access. This lesson will cover the step-by-step process for managing licenses and provide an overview of the different licensing types available in Emailgistics.

Return to Course Overview

Course Content

Mailbox Administration and Workflow Configuration

of 25 lessons completed
1. Understanding User Roles In Emailgistics
2. Setting and Modifying User Availability and Schedule
3. Assignment Options and Max Messages For Users
1. Automatic Assignment Methods Explained
2. Assign to Previous Owner
3. Unassign at the end of user Schedule
1. How Emailgistics Rules Work and Rule Hierarchy
2. Assignment Rules
3. Tagging Rules
4. Creating Automatic Replies and Auto Forwarding
1. Intro to Templates
2. Creating And Modifying Templates
1. Intro to Tags
2. Creating Tags
3. Advanced Tagging
1. Intro to Alerts
2. Unanswered Alerts
3. Using Alerts with Tags and Advanced Alerts
1. Intro To Mailbox Schedules
2. Creating And Modifying Mailbox Schedule
3. Setting Holidays And Copying To User Schedule
1. Intro to SLAs
2. Setting Reply and Closed SLAs
1. Intro to Conversation ID
2. Applying Conversation ID to Subject and Customizing ID

Poor customer service can cost businesses up to 30% annually

Safeguard your profits with Emailgistics. Book your demo and try it free for 14 days.