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๐Ÿ“จ Unified Inbox: What, Why, and How to Set it Up?
๐Ÿ“จ 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! ๐Ÿ‘‹

Managing your replies just got a whole lot easier with Saleshandy! ๐ŸŽ‰ Say goodbye to the hassle of juggling multiple email accounts because we've got something awesome for you: The Unified Inbox. ๐Ÿ“ฅ๐Ÿ“ฉ๐Ÿ“จ๐Ÿ“ฌ

๐Ÿ“จ Unified Inbox

๐ŸŽฏWhat 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! ๐Ÿ“ฅ๐Ÿ˜‰

๐Ÿค”Why Unified Inbox?

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

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

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

3๏ธโƒฃ Stay on Top: Never miss out on a lead's response again. Stay up-to-date with all your leads' interactions in one unified view.

With this powerful feature, you can focus on what matters most: Engaging with your Leads and Closing Deals.

๐Ÿ’กHow to Set up Unified Inbox?

๐Ÿ“บVideo Guide

๐ŸชœSteps to Follow

1๏ธโƒฃ Sign up for a Saleshandy account if you haven't already. Don't worry; we offer a user-friendly interface and an easy onboarding process.

2๏ธโƒฃ Connect your email accounts: Integrate all the relevant email accounts you want to track replies from.

3๏ธโƒฃ Enjoy the convenience: All your leads' responses from different email accounts will be automatically tracked and displayed in the Unified Inbox.

๐Ÿ™Œ That's it! You're all set to manage your replies effortlessly.

๐Ÿ“‚ Categorize your conversations

When you receive an email, it lands right in the "Unified Inbox" tab of Saleshandy. But that's not all! We've got something exciting for you: the ability to categorize your conversations effortlessly. ๐Ÿ“‚๐Ÿ’Œ

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

1๏ธโƒฃ All Categories ๐Ÿ“ฅ: View all your emails, regardless of their specific category.

2๏ธโƒฃ Uncategorized ๐Ÿท๏ธ: Emails that haven't been categorized yet.

3๏ธโƒฃ Interested ๐Ÿ‘: Emails from leads or contacts who have shown interest.

4๏ธโƒฃ Not Interested ๐Ÿ‘Ž: Emails where the recipient has indicated a lack of interest.

5๏ธโƒฃ Meeting Booked ๐Ÿ“…: Emails related to confirmed meetings or appointments.

6๏ธโƒฃ Automatic Response ๐Ÿ“ฉ: Emails that trigger automated responses.

7๏ธโƒฃ Closed ๐ŸŽ‰: Emails where the conversation has been successfully concluded.

8๏ธโƒฃ Not Now ๐Ÿšซ: Emails requiring attention or follow-up at a later time.

9๏ธโƒฃ Do Not Contact ๐Ÿ“ต: 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? ๐Ÿค–โœจ

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! ๐Ÿ’ช๐Ÿ“ฅ๐Ÿ”

So, dive into your Unified Inbox, take advantage of the AI categorization, and experience the joy of managing your email conversations effortlessly. ๐ŸŽ‰๐Ÿ’ฌ

Reply๐Ÿ’ฌand Forward Emails๐Ÿ”

When it comes to replying to a prospect, Saleshandy makes it super easy right from the thread within the Unified Inbox. ๐Ÿ“ฅ๐Ÿ’ฌ You no longer have to switch between accounts because we've got you covered!

To reply to the prospect, simply click on the reply icon next to the email in question. You'll be able to type and send your response seamlessly.

What's even better? Your response will be sent using the same account you used to send the original email, ensuring a smooth and consistent communication experience. ๐Ÿ“จ

But wait, there's more! You can also add CC and BCC recipients while having a one-to-one conversation with the prospect from the Unified Inbox. It's all about keeping your communication organized and efficient. ๐Ÿค๐Ÿ“ฉ

Now, let's say you need to forward an email to another email address. No problem at all! Just click on the three dots next to the email you want to forward and select "Forward." It's as simple as that! ๐Ÿ”๐Ÿ“ง

๐Ÿ”Filter your conversations

Looking to find specific conversations within your threads? Saleshandy has got you covered with convenient filtering and search options! ๐Ÿง๐Ÿ”

Filtering conversations is a breeze! You can sort them based on email sequences and sender email accounts.

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 down your view. ๐Ÿ“ง๐Ÿ‘ฅ

But wait, there's more! Our powerful search function allows you to quickly find specific emails based on subjects, content, or recipient email addresses. If you know what you're looking for, just type it in, and voila! The email you need will appear right before your eyes. ๐Ÿ”Ž๐Ÿ’ก

โœ…Bulk Email Selection

The Unified Inbox is your productivity superhero, empowering you to save time and get more done with convenient bulk actions! ๐Ÿ’ช๐Ÿ“ฅ

โœจFeature Enhancement: As a user, now you can segregate the Unread emails with 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:

โœ… Select multiple email threads simultaneously so that you can tackle them all together without hassle.

๐Ÿ‘€ Mark threads as read or unread with just a few clicks, keeping your inbox organized and your priorities clear.

๐Ÿ—‚๏ธ Categorize conversations or change their labels in bulk, ensuring your emails are neatly organized and easy to find when you need them.

๐Ÿ—‘๏ธ Delete multiple email threads at once, decluttering your inbox with ease 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. โšก๏ธ๐Ÿ“จ

๐Ÿ†Best practices for using Unified Inbox

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

1๏ธโƒฃ Always send a test reply after connecting your email account. ๐Ÿ“งโœ… This ensures that everything is set up correctly and allows you to double-check the sending and receiving process.

2๏ธโƒฃ Keep your replies simple, personalized, and avoid pre-defined templates. ๐Ÿ’ฌ๐Ÿšซ Make each response feel genuine and tailored to the individual recipient.

3๏ธโƒฃ When you receive a positive response, take the time to understand its intent. ๐Ÿค”๐Ÿ‘ Don't assume anything and respond accordingly, ensuring you address any questions or concerns.

4๏ธโƒฃ Aim to respond quickly to every conversation. โฐ๐Ÿ’จ Prompt and timely replies demonstrate your professionalism and attentiveness, building trust and rapport with your leads.

5๏ธโƒฃ After a certain interval, reach out to not-interested conversations with another sequence. ๐Ÿ”„โณ Circumstances and priorities can change so that a follow-up might catch their attention at a better time.

6๏ธโƒฃ Respond to every opportunity, even if the lead doesn't initially seem very interested. ๐Ÿ’ผ๐Ÿ”“ 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. ๐Ÿ˜Šโœจ

So, put these tips into action and watch your lead engagement soar! Good luck and happy connecting! ๐Ÿš€๐Ÿ’Œ

๐ŸšซLimitations 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.

๐Ÿ’ก Unified Inbox Displays Email up to 90 Days

๐Ÿ”’ 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.

๐Ÿ“ฉ 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.

๐Ÿ“ค 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.

Srarter Plan & Trial Plan Restriction

  • The Trial & Starter Plan users can only see the First 10 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! ๐Ÿš€๐Ÿ“จ

Mission accomplished; you've successfully explored Unified Inbox. ๐Ÿ‘

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 like sender, People in Cc, Bcc, Timestamp, etc.

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 do replies from the Unified Inbox, the BCC is not being filled in. On my initial sequence email, it is there, 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 replies from prospects forwarded to another address within SalesHandy, or do I need to do that in my mail client?

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

Wishing you a delightful experience! โค๏ธ

Happy Selling. ๐Ÿค

Warmest regards,

Saleshandy Team

๐Ÿ‘‰ Next Steps

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

๐Ÿ’ก Tip

Don't hesitate to reach out if you have any questions. We're available on chat and ready to help you quickly. ๐Ÿค—

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