Hello there, Saleshandy users! ๐
Managing email replies is now easier with Saleshandy!๐ No more juggling multiple accounts to check messages.๐จ๐ฅ๐ฉ
๐จ Unified Inbox
๐ฏWhat 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! ๐ฅ๐
๐คWhy Unified Inbox?
Managing replies efficiently is crucial for successful sales engagement. With the Unified Inbox, you gain a range of benefits:
1๏ธโฃ Streamlined Workflow: Access all your leads' responses from multiple email accounts in a single, convenient place.
2๏ธโฃ Time-saving: No more wasting time searching through separate accounts or manually tracking replies. Saleshandy automatically does it for you!
3๏ธโฃ Stay on top: of your leads' interactions with ease by accessing all their responses in one place.
๐กHow to Set up Unified Inbox?
๐บVideo Guide
๐ชSteps to Follow
1๏ธโฃ Sign up for a Saleshandy account if you haven't already.
2๏ธโฃ Connect your email accounts: Integrate all the relevant email accounts from which you want to track replies.
3๏ธโฃ All your leads' email replies from different email accounts will be tracked automatically and displayed in the Unified Inbox.
๐ You're all set to manage your replies effortlessly.
๐ 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.๐๐
In the Unified Inbox, you'll find 9 handy categories to help you organize your emails effectively:
1๏ธโฃ All Categories ๐ฅ: View all your emails, regardless of their specific category.
2๏ธโฃ Uncategorised ๐ท๏ธ: Emails that haven't been categorized yet.
3๏ธโฃ Interested ๐: Emails from leads or contacts who have shown interest.
4๏ธโฃ Not Interested ๐: Emails where the recipient has indicated a lack of interest.
5๏ธโฃ Meeting Booked ๐ : Emails related to confirmed meetings or appointments.
6๏ธโฃ Automatic Response ๐ฉ: Emails that trigger automated responses.
7๏ธโฃ Closed ๐: Emails where the conversation has been successfully concluded.
8๏ธโฃ Not Now ๐ซ: Emails requiring attention or follow-up at a later time.
9๏ธโฃ Do Not Contact ๐ต: Emails where the recipient has requested not to be contacted.
But hold on; there's even more! We've launched AI categorization. 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? ๐คโจ
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โNote: 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 categorization work for you. It's like having a smart assistant organizing your inbox with a snap of their fingers! ๐ช๐ฅ๐
So, dive into your Unified Inbox, take advantage of the AI categorisation, and experience the joy of managing your email conversations effortlessly. ๐๐ฌ
Reply๐ฌand Forward Emails๐
When it comes to replying to a prospect, Saleshandy makes it super easy right from the thread within the Unified Inbox. ๐ฅ๐ฌ You no longer have to switch between accounts because we've got you covered!
The prospect's name and avatar are always shown in the left panel for easy identification. For quick reference, the subject line is displayed directly below the prospect's information.
To reply to the prospect, click the reply icon next to the email. 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: The "Reply All" feature will only be visible when the email thread has more than one recipient.
Reply indicators help keep track of conversations:
You Replied Last: An arrow and the first line of your reply are shown.
Prospect Replied Last: The first line of the prospect's reply is displayed.
Your email response will be sent using the same account you used to send the original email, maintaining consistency across your communications.๐จ
You can also add CC and BCC while conversing with prospects or leads from the Unified Inbox. It's all about keeping your communication organized and efficient. ๐ค๐ฉ
Sequence and outcome chips are shown at the bottom of the conversation. If a conversation is marked "Finished" or "Unsubscribed," this status will replace the outcome chip.
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! ๐๐ง 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.
๐Filter your conversations
Looking to find specific conversations within your threads? Saleshandy has got you covered with convenient filtering and search options! ๐ง๐
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. ๐ง๐ฅ
You can filter out emails based on the email Account, the outcomes, the sequence owner, and the basis on the date range.
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Bulk Email Selection
The Unified Inbox is your productivity superhero, empowering you to save time and get more done with convenient bulk actions! ๐ช๐ฅ
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:
โ Select multiple email threads simultaneously to tackle them all together without hassle.
๐ Mark threads as read or unread with just a few clicks, keeping your inbox organized and your priorities clear.
๐๏ธ Categorize conversations or change their labels in bulk, ensuring your emails are neatly organized and easy to find when you need them.
๐๏ธ Delete multiple email threads at once, decluttering your inbox easily and making space for what matters most.
โNote: 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. โก๏ธ๐จ
๐Best practices for using Unified Inbox
To maximize your success, here are some essential best practices to keep in mind when engaging with leads:
1๏ธโฃ Always send a test reply after connecting your email account. ๐งโ This ensures everything is set up correctly and allows you to double-check the sending and receiving process.
2๏ธโฃ Keep your replies simple and personalized, and avoid pre-defined templates. ๐ฌ๐ซ Make each response feel genuine and tailored to the individual recipient.
3๏ธโฃ When you receive a positive response, take the time to understand its intent. ๐ค๐ Don't assume anything and respond accordingly, ensuring you address any questions or concerns.
4๏ธโฃ Aim to respond quickly to every conversation. โฐ๐จ Prompt and timely replies demonstrate professionalism and attentiveness, building trust and rapport with your leads.
5๏ธโฃ After a certain interval, reach out to not-interested conversations with another sequence. ๐โณ Circumstances and priorities can change so that a follow-up might catch their attention at a better time.
6๏ธโฃ Respond to every opportunity, even if the lead doesn't initially seem very interested. ๐ผ๐ 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. ๐โจ
So, put these tips into action and watch your lead engagement soar! Good luck and happy connecting! ๐๐
๐ซLimitations 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.
๐ก Unified Inbox Displays Email up to 90 Days
๐ 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.
๐ฉ 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.
๐ค 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! ๐๐จ
Mission accomplished; you've successfully explored Unified Inbox. ๐
FAQs (Frequently Asked Questions)
How do I link my Email Accounts to the Unified Inbox?
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.
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?
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.
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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! โค๏ธ
Happy Selling. ๐ค
Warmest regards,
Saleshandy Team
๐ Next Steps
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๐ก Tip
Don't hesitate to reach out if you have any questions. We're available on chat and ready to help you quickly. ๐ค