Marketing
In order to create a workflow to assign emails to a team member based on the time the email arrives, you will need to follow these simple steps:
- On your Mailbox Setting, select Workflows then click the Create a New Workflow button.
If you are using the new Helpmonks interface, go to the Mail section and select the Mailboxes tab. Then, click the Mailbox Setting (gear icon) and choose Workflows/Rules. Click the Create a New Workflow button to proceed.
- Name your workflow and select a trigger from the options
- Under Conditions, select “the conversation arrives within a certain time”, then set the timeframe, days, and timezone.
- Under Actions, select “Assign the conversation to”, and add users you prefer.
To finish, click the Save Changes button to enable the workflow.
Please note that a workflow will only be applied to emails that met all the conditions after it has been created.
Last updated on Sep. 2nd, 2022
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