Save Time on Email With Outpost’s Routing Rules

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Outpost routing rules feature

You spend a lot of time on email—at work, at home, even on vacation. So much of that time is spent on repetitive actions: seeing what’s new, moving, archiving, deleting. If you’re part of a team, then you’re familiar with even more repetitive tasks as you try to coordinate with each other: forwarding, CCing, asking for follow up, and more.

Outpost’s new email routing rules feature offers huge time savings for your team so you can cut down on those repetitive tasks and focus on quicker, better replies to your prospects and customers—a better customer experience overall. And that can translate to more sales, and more loyal customers.

In Outpost, you can create rules to automatically assign, archive, and even reply with a template to incoming emails. That way, you’ll be able to keep your team focused on replying to important emails, and let Outpost manage the rest.

Streamline your process and avoid being the bottleneck

You can create rules to automatically assign messages to specific team members, so they’re not waiting on you to delegate tasks for them. When your team signs into Outpost for the day, they’ll already have emails ready for them to tackle, and you don’t have to worry about being a bottleneck.

Let Outpost reply for you

Outpost’s email routing rules allow you to automatically reply to a message using a saved template. This is especially useful if you’d like to send a reply to every email, letting customers know that you received their message and will provide a more detailed answer as soon as possible.

Highlight what’s most important

With Outpost, you can make important messages easily visible so your team members can respond with care and attention. Create email routing rules to automatically assign, tag, or star an incoming email so that your team can see its importance. That way, your sales teams can stay focused on key opportunities and your customer service team can prioritize urgent issues.

Declutter your inbox

To help your team stay focused on those critical messages, it’s also important to reduce inbox clutter and avoid distractions. In Outpost, you can create an email routing rule to automatically archive, delete, or mark messages as spam. With your email routing rules in place, those non-critical messages won’t even land in your inbox—they’ll be organized efficiently for you based on your team’s preference.

How do email routing rules work in Outpost?

Every email routing rule has two main parts: conditions (WHEN) and actions (THEN). You’ll first identify your set of conditions (e.g. when the subject line contains “Form submission”), and then you’ll pick the actions you want to be taken on that email (e.g. add the tag “Lead” and assign to Terri).

On every conversation, there’s a documented history where you can see every rule that’s been applied.

Outpost’s routing rules is a robust feature with a lot of potential to help your team save time and get more done. There are several available conditions and actions you can choose from when building your rules. To help understand how to set them up, we’ve written helpful routing rules instructions in our Help Center.

You can also schedule a call with one of our Customer Success Guides, who can help provide suggestions on how to improve your team communication and implement best practices with Outpost’s email routing rules.

Click here to schedule a call »

Posted in Email, Outpost, Productivity

Jonathan Michael

Jonathan Michael

Jonathan is the Engagement Marketing Manager for Palo Alto Software, and has spent the last 9 years developing and implementing digital marketing strategies. During that time, he has learned that empathy and authenticity are strengths by which companies can effectively engage with individuals at every point throughout the customer journey.