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Workflows discussion

Workflows discussion

Find inspiration from fellow Front users on their setup, workflows, or other creative ways they solved problems with Front.

87 Topics
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helenaCommunity Manager

published in Workflows discussion

How to use this forum

This forum is the home base for all things workflows in Front, which we define as:An automation or rule you’ve set up to increase efficiency A series of automated rules and/or manual actions that enable individuals or teams to be more productiveThe type of posts you might expect to find here are:Our team showcasing our customers’ or Front’s own internal workflows Users sharing their own impactful workflows Questions from users for ideas on how to build workflows to achieve their goalsWe hope you find lots of inspiration here and also share any workflows that have helped you!If you have specific questions about how to use a feature in Front, head over to Product Q&A.

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10 months ago

joshualindsey28Rookie

posted in Workflows discussion

Utilizing Front Tools for Colletive Team Collaboration in the Financial Services Industry

Hello everyone,I'm currently using Front as part of my workflow in an accounting firm, and I'm looking for some advice and inspiration. Our team consists of several accountants, administrative staff, and interns, and we seeking seamless methods to manage client communications, schedule appointments, and share important updates within our team.I've started utilizing Front's shared inbox feature to streamline client inquiries and ensure that no message goes unanswered. However, I'm curious about how other firms are maximizing their use of Front for internal communication and task management. Specifically, I'm interested in:Automated Workflows: Are there specific rules or automations you have created that have significantly improved your efficiency? Integration with Other Tools: We use a few different tools for client records, billing, and financial analysis. How have you integrated Front with other tools in your tech stack? Team Collaboration: Any tips on using Front's tagging, commentin

12 hours ago

zrichardsonConversationalist

asked in Workflows discussion

"This conversation is assigned to...are you sure you want to archive" don't show again

Hi! Excited to be part of the Front community, as there’s a lot of things I love about the application.During the weekdays, we have one box the whole team uses and responds to, but a lot of the members don’t sign out, so conversations still get assigned to them.On the weekend, it’s just me and one other person taking turns managing the box, and it’s SOP to clear out 100+ emails at a time as they are “inquiries”- in other words, people asking to do a job for us, where hundreds of emails will come in, but then only one of them actually gets it, and it’s unnecessary to even respond to the others (they know that).I need to stay in open view so I see all conversations, even ones that are assigned, but when I try and close out a ton at a time, I keep getting this popup saying that the conversation is assigned to someone else, am I sure I want to close it out.I’m 100% sure that I need to close all these out every day, is there some kind of “don’t remind me”, “don’t bug me”, “don’t ask again”

3 days ago

joshualindsey28Rookie

posted in Workflows discussion

Seeking Best Practices and Advice for Using Front's Analytics to Optimize Team Efficiency

Hi everyone,I’m reaching out to gather some ideas and best practices on how to effectively use Front's analytics features to optimize team efficiency in our accounting firm. We’ve started leveraging Front's analytics to improve our operations, but I’m sure there are many more ways to enhance our use of these tools.Here are a few areas where we’ve found Front's analytics helpful, and where I’m seeking your advice:Tracking Response Times: We’ve been monitoring our response times and setting benchmarks (e.g., responding to all client emails within 24 hours). This has helped us improve client satisfaction, but I’d love to hear how others are using response time data effectively. Workload Distribution: Analyzing the distribution of messages across our team has helped us balance workloads and identify peak times. What strategies do you use to ensure an even workload distribution? Identifying Bottlenecks: We’ve been able to pinpoint delays in our communication process by examining message han

5 days ago

Lisa FRookie

asked in Workflows discussion

How can we append messages to all signatures in organization

What is the best way to append a message to the end of all company signatures without updating each one manually?

6 days ago

DKSciConversationalist

asked in Workflows discussion

kuldeep_41Conversationalist

posted in Workflows discussion

Custom emoji in tags

Dear Front Support Team,I hope this message finds you well. I am writing to report an issue I am experiencing with custom emoji not displaying correctly in tags within the Front app.Despite adding custom emoji to tags, they do not appear as expected when used in conversations or messages. This inconsistency is impacting our team's communication and would greatly appreciate your assistance in resolving this matter.Could you please investigate this issue and provide guidance on how we can ensure that custom emoji are displayed correctly in tags within Front?Thank you for your attention to this matter. I look forward to your prompt response and assistance.Best regards

24 days ago

ZmudelConversationalist

posted in Workflows discussion

Custom gamechanger rules in customer care?

Hey everyone!I'm curious: What's your game-changing rule that you've implemented yourself, which genuinely adds value to your day-to-day operations? How did you come up with it, what problems does it solve, how does it support your mission, and what's the real impact of this rule?I'm asking because I believe sharing such best practices can help us all improve our workflows and achieve our goals more effectively. So, let's share experiences and learn from each other!Looking forward to hearing your insights and stories.

24 days ago

bthompsonRookie

posted in Workflows discussion

email receipients

Is there a way to have Front recognize email addresses that are frequently used ?Also can they be tied to email addresses of people on that team?

1 month ago

CFMJayConversationalist

asked in Workflows discussion

Need help with a script for to save attachments

Hello everyone!I am looking for someone that can help me to add a script that will automate the download of attachments based upon tags assigned. If this is something you could assist us with implementing, please reach out. Thank you! Jay

1 month ago

vy.ngoRookie

asked in Workflows discussion

New Contact Alert

a way to set a front rule or tag to recognize when a new email address that has never emailed us before emails us

1 month ago

marisaRookie

asked in Workflows discussion

Tag Reporting Rule

Hello community! I need help understanding how to best tag, surface ,and escalate the tags my customer success and sales team are using to then be able to automatically generate reports once a certain threshold of a tag has been met. For example, if we have 4 customers contact us with website issues, our team uses website_issues tag 4x a report should be sent to myself and other leaders to work closely with our IT team to resolve the issue in a timely manner. Is this a feature I may be missing? Any ideas?

1 month ago

daniel_smithRookie

posted in Workflows discussion

Customer Success Rules

Hello, Curious if anyone has seen any rules (outside of the “standard” rule set that really helps CS teams perform well? I am aware of the SLA features and love those, but any creative workflows or sequences anyone has seen work really well for Customer Success teams?

1 month ago

yannickRookie

asked in Workflows discussion

Outbound in custom channel

I create a zap for SMS imported into a custom channel.The SMS messages come from Sakari and I'm using Zapier to import this.But I can't respond in Front and my API endpoints for Outbound are empty.I don't know the values...

1 month ago

kmcfeeleyRookie

asked in Workflows discussion

Including Shopify into workflow with Front and Quickbooks

I previously submitted a question about creating a workflow from Front to Quickbooks Online. I’d like to ask another workflow related question, this time including a third API from Shopify. At my workplace, we plan to replace email with Front...allowing customers to email, text, webchat, and submit orders through social media. It will open new communication channels and make our presence more Omnichannel. Our new workflow will have a “shopping cart” element by including Shopify and also including Quickbooks Online on the backend to track inventory and allow transactions to flow into our Quickbooks. Does anyone currently have a similar workflow? Does the Shopify API require any special rules? What can you offer in the way of tagging best practices with this potential workflow? Thanks in advance for your advice!

1 month ago

kmcfeeleyRookie

asked in Workflows discussion

Connecting Front with Quickbooks

I have a question about my company workflow. I’d like to connect Front to my Quickbooks online to track orders coming in to my inventory and posting transactions. Often customers email me a Purchase Order with a dynamic link that can be routed to Quickbooks online for inventory purposes and to also send payment links back to the customer. Does anyone here have experience setting this workflow up? Any recommendations you can offer before I get started?

1 month ago

tmartinRookie

posted in Workflows discussion

Create a smart rule for a custom URL Link tag based on a reference # in email subject line

This is the custom workflow I created using smart rules. I work for a 3rd Party Logistics Company and we have our own internal system for managing and updating shipments. I happened to notice that the URL for each shipment in our system was the exact same and only the shipment number listed in the URL is what changed. For each new incoming/outgoing email, the rule searches the subject line for reference number that starts with “s” followed by digits. If said number does exist, it will copy that number and paste it into the already existing text and complete the URL link that will direct you to that very same shipment page in our system. I hope this helps!

1 month ago

nate_campConversationalist

posted in Workflows discussion

New user making the switch from your old email to Front

Does anyone else find themselves feeling overwhelmed, intimated and/or just scared when making the switch from their old email to the Front system? I LOVE the features that Front offers users, but I’m an old school believer of “if it ain’t broke, don’t fix it” lol. With my daily work I utilize email and teams for all my communications so I kind of laugh at the thought of an email that combines the two when I can easily just continue using them to be productive during my work days. Again, this is probably just me being stubborn and the fact that I don't like change. Please feel free to share with me your thoughts and/or experiences so far during your switch. Any tips/tricks you’d suggest? (Other than taking advantage of the community forums/courses/training Front already offers users?)

1 month ago

Kate23Conversationalist

asked in Workflows discussion

Birthday greetings automation

Hi community, We have an idea of greeting our customers on a birthday by email. Does anyone know whether it is possible to automate this process via Front and how? Thanks for any help.

2 months ago

Hannah HEnthusiast

asked in Workflows discussion

Company Rules Clean-up

Hey everyone,I'm currently exploring the best way to efficiently route emails from our main company channels to region-based workspaces and could use some insights and suggestions from the community.Here's the context: We utilize the email address sales@ourcompany.com as our main point of contact, which gathers web forms from our website. These web forms include a field indicating the country/region of the customer.Currently, we have a company rule in place that assigns certain countries to specific team members. However, we're looking to revamp this process to enhance efficiency and streamline operations.Ideally, we envision a solution where emails are first routed to a designated workspace based on the region indicated. From there, the workspace would apply specific rules tailored to that region, such as assigning quote requests to the appropriate Sales Development Representative (SDR).If anyone has experience or suggestions on how to set up such a workflow within Front, I'd love to

2 months ago

Kate23Conversationalist

asked in Workflows discussion

Using notes data in rules

Hi community, In some cases, we use notes to save additional information about the clients. I am wondering whether it's possible to use notes data in rules using built-in Front rules or probably via Zapier?

2 months ago

double.botConversationalist

asked in Workflows discussion

Setting up automatic follow ups

I am trying to setup automatic follow ups for when we reply to a support email from a customer, and we don’t hear back from them in 48 and 96 hours. I have the follow rule set for the 48 hour part below. For some reason, this isn’t working / it doesn’t send any emails. Has anyone been able to setup a similar workflow? Trying to figure out what I’m doing wrong.

2 months ago

double.botConversationalist

asked in Workflows discussion

Sending an automatic welcome email

Is it possible to create a workflow to automatically send welcome emails to new contacts or contacts with a certain tag?

2 months ago

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