IFModules Email Management
contact us   |   home
Free 15 Day Trial - (877) 848-1310

Customer Service


Adding Notes to Email Threads

Saturday, March 6th, 2010

When more than one person is checking role-based email accounts, it is important that emails be kept in conversation threads and that staff keep notes within the email to keep everyone in the loop about the email conversation. eMail Manager allows users to enter such notes.

To add a note to the email, click on the Notes button at the top of the page. If applicable, you can enter the amount of time spent addressing the email. These are different from System Notes and are not hidden from view when the SysNotes Filter is on.

To Add the note click on the Add button. To change the status of the email, select a status from the pull down menu before clicking on the Add button. You can also assign a Category or move the email to a different folder by selecting from the appropriate drop down list.

SysNotes
These are notes generated by the system on each email detailing if the email was routed to the folder by a Rule, if the email was moved from a different folder, if the email was opened by one or more users, if the status or the category changed and by which User. Use the checkbox labeled Hide SysNotes to hide these notes from view.

Bookmark and Share

Manage Email with Manual & Automated Forwards

Thursday, March 4th, 2010

Business email management users can forward email automatically or manually while completing other tasks in the email at the same time.

To manually forward an email to another folder or to another recipient, click on the Forward button at the top of each thread. Enter a message to be included in the forward and the email address to forward to. The To, From, Date and Subject of the email thread [ where you clicked the Forward button ] will automatically be included in the body of the email. The content field will show only the text you add and the email you actually forwarded will be sent as an attachment. You can elect to include only the email thread you are forwarding (and not the original message) by checking the box next to “Do NOT send original’s message attachments”.

If applicable, you can enter the amount of time spent addressing the email. Click on the Forward button. To change the status of the email, select a status from the pull down menu before clicking on the Forward button. You can also assign a Category or move the email to a different folder by selecting from the appropriate drop down list.

To automatically forward email, administrators can configure Email Folders or Rules to forward incoming email that matches specific criteria.

Bookmark and Share

How Does eMail Manager Print Email Threads?

Monday, March 1st, 2010

eMail Manager does allow the viewing and printing of one or all threads within an email to help users focus on specific threads within an email.

To print a specific email thread (without the Reply, Notes and Forward fields), click on the Print button above each email thread. The Print All button at the top of the page prints all threads for that email. A new window will pop open showing the email without the additional fields and will prompt your system to print the email. To close the window, just click on the Close button or close the browser window. You can also Print emails in bulk from the Folders view by selecting one or more emails and then clicking on the Print button. This function will print the emails selected (and their threads).

To print an email (without the Reply, Notes and Forward fields), click on the Print button above each email thread (for individual threads) or the Print All button at the top of the page (to print all threads). A new window will pop open showing the email without the additional fields and will prompt your system to print the email. To close the window, just click on the Close button or close the browser window. You can also Print emails in bulk from the Folders view by selecting one or more emails and then clicking on the Print button. This function will print the emails selected (and their threads).

Bookmark and Share

Quick Tip: Collect Customer Reviews for Your Website

Monday, November 2nd, 2009

When managing email, be sure to tag possible testimonials or comments that can be put on your website with a category or move them to their own folder after the response. With eMail Manager, this can be done manually or by implementing a Rule that assigns a category or copies the email to a folder, automatically, based on specific triggers (e.g. email title, etc.).

For more on how Customer Reviews can help your website, take a peek at:
Putting Customer Reviews on Your Web Site by Business.com

Bookmark and Share

Managing Troubled Email with eMail Manager

Monday, September 14th, 2009

Every business is sometimes faced with customer care issues, complaints or negative feedback of some kind or another. It can be frustrating, and often difficult to manage. However, handling these issues promptly and judiciously can turn an angry customer into a loyal customer. To help eMail Manager customers identify, respond to and track these types of emails, we’ve listed some suggestions to help keep these emails from slipping between the cracks.

  1. Create a rule that forwards email with specific keyword triggers (e.g. “complaint” “return” “negative feedback”) into an Urgent folder.  If an email gets by the rule, make sure support staff knows to move it to the Urgent folder.
  2. Create several standard replies that allows support staff to send a quick response while reviewing the issue (e.g. “We’ve received your complaint and want to assure you that we are giving the matter serious attention…”).
  3. Depending on the issue, use categories and priorities to escalate the email. If necessary, forward the email to a manager or appropriate department for resolution.
  4. Use Notes to set reminders for follow-up and to document exactly what has transpired (e.g. “Sent email to shipping to inquire about the delay… waiting for response”).
  5. Never let an email go more than 24 hours before the first response or more than 48-72 hours before the second response (if necessary).
  6. Once an issue is resolved, change the category or add references to identify recurring issues, so managers can run a report to  quickly identify them.

In order for this to work, support staff trained in dealing with these issues should be assigned to Urgent folders and know to give them priority.

Bookmark and Share