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📨 Unified Inbox: What, Why, and How to Set it Up?
📨 Unified Inbox: What, Why, and How to Set it Up?

Simplify Your Email Management to Manage all your replies in one place with Unified Inbox

Naitik Chavda avatar
Written by Naitik Chavda
Updated over a week ago

Hello there, Saleshandy users! 👋

Managing email replies is now easier with Saleshandy!🎉 No more juggling multiple accounts to check messages.📨📥📩

📨 Unified Inbox

🎯What is Unified Inbox?

The Unified Inbox brings together all the responses from Different Sequences & Email Accounts connected to Saleshandy into one central location. No more juggling between accounts or missing out on important leads' replies. We've got you covered! 📥😉

🤔Why Unified Inbox?

Managing replies efficiently is crucial for successful sales engagement. With the Unified Inbox, you gain a range of benefits:

1️⃣ Streamlined Workflow: Access all your leads' responses from multiple email accounts in a single, convenient place.

2️⃣ Time-saving: No more wasting time searching through separate accounts or manually tracking replies. Saleshandy automatically does it for you!

3️⃣ Stay on top: of your leads' interactions with ease by accessing all their responses in one place.

💡How to Set up Unified Inbox?

📺Video Guide

🪜Steps to Follow

1️⃣ Sign up for a Saleshandy account if you haven't already.

2️⃣ Connect your email accounts: Integrate all the relevant email accounts from which you want to track replies.

3️⃣ All your leads' email replies from different email accounts will be tracked automatically and displayed in the Unified Inbox.

🙌 You're all set to manage your replies effortlessly.

📂 Categorize your conversations

When you receive an email reply from your leads, it lands in the "Unified Inbox" tab of Saleshandy. But you have ability to categorize your conversations effortlessly. You can also create and assign Custom Prospect Outcomes. Click here to learn more.📂💌

In the Unified Inbox, you'll find 9 handy categories to help you organise your emails effectively:

1️⃣ All Categories 📥: View all your emails, regardless of their specific category.

2️⃣ Uncategorised 🏷️: Emails that haven't been categorized yet.

3️⃣ Interested 👍: Emails from leads or contacts who have shown interest.

4️⃣ Not Interested 👎: Emails where the recipient has indicated a lack of interest.

5️⃣ Meeting Booked 📅: Emails related to confirmed meetings or appointments.

6️⃣ Automatic Response 📩: Emails that trigger automated responses.

7️⃣ Closed 🎉: Emails where the conversation has been successfully concluded.

8️⃣ Not Now 🚫: Emails requiring attention or follow-up at a later time.

9️⃣ Do Not Contact 📵: Emails where the recipient has requested not to be contacted.

But hold on; there's even more! We've recently launched AI categorization powered by our advanced technology. This means you no longer have to spend time manually sorting through your emails or deciding where to file them. Our AI scans the content of the latest email reply and categorizes it automatically based on its tone and intent.

How cool is that? 🤖✨
​Note: Saleshandy AI will not be able to categorize your emails for the created custom outcome; if you want to sort emails in that category, you must sort them manually.

With this latest update, you'll save precious time and effort as Saleshandy does the categorisation work for you. It's like having a smart assistant organizing your inbox with a snap of their fingers! 💪📥🔍

So, dive into your Unified Inbox, take advantage of the AI categorisation, and experience the joy of managing your email conversations effortlessly. 🎉💬

Reply💬and Forward Emails🔁

When it comes to replying to a prospect, Saleshandy makes it super easy right from the thread within the Unified Inbox. 📥💬 You no longer have to switch between accounts because we've covered you!

To reply to the prospect, click the reply icon next to the email in question. You'll be able to type and send your response seamlessly. Now, with the addition of the "Reply All" feature, you have even more flexibility. This new functionality lets you respond to all recipients within the same email thread. Conveniently, you'll find two "Reply All" buttons—one at the bottom of the conversation and one beside every thread in the conversation.

Note: It will only be visible when the email thread has more than one recipient.

Your email response will be sent using the same account you used to send the original email, maintaining consistency across your communications.📨

You can also add CC and BCC while having a one-to-one conversation with the prospects or leads from the Unified Inbox. It's all about keeping your communication organized and efficient. 🤝📩

Additionally, the new update ensures that you can include "CC" details when forwarding an email, enhancing transparency in communications with multiple recipients.

To forward an email, click on "Forward." It's as simple as that! 🔁📧 Plus, our latest update ensures that CC and BCC details are visible when necessary, following the order from > to > cc > bcc > date. This ensures that you only see these details when they are relevant, avoiding clutter.

🔍Filter your conversations

Looking to find specific conversations within your threads? Saleshandy has got you covered with convenient filtering and search options! 🧐🔍

In Unified Inbox, you can filter out conversations based on Associated Clients so that you can see a particular client's conversations.

Whether you're looking for all conversations with a specific sender or want to focus on emails from a particular sequence, you can easily narrow your view. 📧👥

And here's the kicker! You can filter out emails based on the email Account, the outcomes, the sequence owner, and the basis on the date range.

✅Bulk Email Selection

The Unified Inbox is your productivity superhero, empowering you to save time and get more done with convenient bulk actions! 💪📥

As a user, you can segregate the unread emails by the count of unread emails for better conversation management.

With bulk email selection, you can handle multiple email threads effortlessly. Here's what you can do in a flash:

✅ Select multiple email threads simultaneously to tackle them all together without hassle.

👀 Mark threads as read or unread with just a few clicks, keeping your inbox organized and your priorities clear.

🗂️ Categorize conversations or change their labels in bulk, ensuring your emails are neatly organized and easy to find when you need them.

🗑️ Delete multiple email threads at once, decluttering your inbox easily and making space for what matters most.

​Note: You can remove any existing thread by clicking the bin icon. It will delete the email thread from your Unified Inbox but not from your main ESP's Inbox.

Unified Inbox puts the power in your hands so you can take control of your email management and stay ahead of the game. ⚡️📨

🏆Best practices for using Unified Inbox

To maximize your success, here are some essential best practices to keep in mind when engaging with leads:

1️⃣ Always send a test reply after connecting your email account. 📧✅ This ensures everything is set up correctly and allows you to double-check the sending and receiving process.

2️⃣ Keep your replies simple and personalized, and avoid pre-defined templates. 💬🚫 Make each response feel genuine and tailored to the individual recipient.

3️⃣ When you receive a positive response, take the time to understand its intent. 🤔👍 Don't assume anything and respond accordingly, ensuring you address any questions or concerns.

4️⃣ Aim to respond quickly to every conversation. ⏰💨 Prompt and timely replies demonstrate professionalism and attentiveness, building trust and rapport with your leads.

5️⃣ After a certain interval, reach out to not-interested conversations with another sequence. 🔄⏳ Circumstances and priorities can change so that a follow-up might catch their attention at a better time.

6️⃣ Respond to every opportunity, even if the lead doesn't initially seem very interested. 💼🔓 You never know when a seemingly disinterested lead might turn into a valuable prospect.

Remember, following these best practices when replying to leads can significantly enhance your chances of success. Keep the tone friendly, engaging, and conversational, reflecting your approachable personality. 😊✨

So, put these tips into action and watch your lead engagement soar! Good luck and happy connecting! 🚀💌

🚫Limitations for using Unified Inbox

While the Unified Inbox offers a powerful platform to access and plan action items for every email, it's important to be aware of a few limitations.

💡 Unified Inbox Displays Email up to 90 Days

🔒 Only sequence owners can view the replies of the prospects. This means team members without ownership of a sequence won't have access to prospect replies within the Unified Inbox.

📩 Only replies for the sequences would be visible in the Unified Inbox. Other types of emails, such as forwarded messages or non-sequence conversations, won't appear in the Unified Inbox.

📤 Users can't see the conversations for the forwarded emails. Unfortunately, the Unified Inbox doesn't display the threaded conversations for emails that have been forwarded.

While these limitations exist, the Unified Inbox still provides an efficient way to manage and organize email interactions. Please take a look at these considerations as you navigate the features and make the most of this valuable tool.

Starter Plan & Trial Plan Restriction

  • The Trial & Starter Plan users can only see the First 15 Email Threads.

  • Users in the Starter Plan cannot reply to and forward emails.

Keep exploring the possibilities of the Unified Inbox and leverage its strengths to enhance your email management experience! 🚀📨

Mission accomplished; you've successfully explored Unified Inbox. 👏

FAQs (Frequently Asked Questions)

New Features Inside Unified Inbox

  1. You can see Unread Conversations separately.

  2. Add up to 10 members in Cc and Bcc each.

  3. You can check the details of the message, such as the sender, People in Cc, Bcc, and Timestamp.

How do I link my Email Accounts to the Unified Inbox?

You do not need to connect exclusively any emails to a Unified Inbox. Any active sequence will appear in the Unified inbox when it receives a response.

When I reply from the Unified Inbox, the BCC is not filled in. It is there on my initial sequence email, but not when I reply to a message from the prospect.

Emails sent from Saleshandy/sequence will have the BCC option, but the replies you send from the mailbox will not have that option.

Is there an option to have prospects' replies forwarded to another address within SalesHandy, or do I need to do that in my mail client?

You must manually add the email to BCC while replying from Unified Inbox because the BCC auto-fills only work with emails sent from sequences.
To forward emails, you need to enable forwarding in the respective email client. Currently, Saleshandy doesn't offer an in-built email forwarding function.

Wishing you a delightful experience! ❤️

Happy Selling. 🤝

Warmest regards,

Saleshandy Team

👉 Next Steps

Check out the below article If you want to know more about

💡 Tip

Don't hesitate to reach out if you have any questions. We're available on chat and ready to help you quickly. 🤗

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