How do I categorize my emails automatically?

If you're reading this, you're probably looking for a better way, a more automatic way, to get insights about your emails and what they are about. You can use a combination of Rules, Canned Responses, and Tags to do just that:

Step 1: Think about what you want to learn
Before you start creating these new tags and rules, stop and think about what you want to learn. What are the categories and topics that you want to track? 

Step 2: Create Tags
Create tags for each of these categories.

Step 2b: Create Canned Responses (optional)
Create canned responses you want your team to use when handling frequently asked questions.

Step 3: Create Rules
You can create rules based on keywords and automatically tag those conversations - Template:

 

 

If your team is leveraging canned responses as responses, you can actually create a rule that does a type of action based on the canned response used. For instance, you can create a rule template where the When is based on an outbound trigger and you then copy and paste two unique sentences from your canned response into the IF condition. This will allow you to automatically classify the conversations based on the content your team is writing.

 

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