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Learning Center / Mailbox Administration and Workflow Configuration / Templates

Creating And Modifying Templates

Learn how to create and customize templates in Emailgistics to streamline your email communication. This tutorial walks you through the steps to build templates tailored to your team’s needs and modify existing ones to ensure consistent and efficient responses to recurring inquiries.

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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

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