Crafting a better work experience

Talk to any customer support rep, and they’ll tell you that sometimes customers act rude. Recent research shows an uptick in challenging customer interactions, too. What’s behind this? Causes include higher customer expectations, rapidly evolving tech, and modern stress.

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Currently, 76% of customer service reps experience rude behavior at least once a month. Customer ranting can be overwhelming. But the good news is every interaction, especially the challenging ones, provides insights and opportunities for growth.

Table of Contents

       
•            Why do customers act rudely        
       
•            What's the impact of customer rudeness on businesses?        
       
•            7 Strategies to deal with rude customers        
       
•            What should you do after experiencing a rude customer?        
       
•            Leveraging tools to handle rude customers        
       
•            The hidden opportunity for rude customers        
   

In this article, we’ll share proven strategies and tools to help you deal with rude customers.

Highlights

<div class="table-of-contents" style="background-color: #F9F9F9;">    <ul>        <li>Customers act rude because of mismatched expectations, previous negative experiences, or personal frustrations.        </li>        <li>Rude customers can negatively impact employee wellbeing, staff retention, brand reputation, and financial performance.</li>        <li>Customer support reps need clear guidelines for handling difficult customers.</li>    </ul></div>    

Why do customers act rudely

Sometimes, customers act rudely because of misaligned expectations or previous negative experiences with the company. Other times it’s because they had a stressful day or are dealing with personal frustrations. Customers then misdirect these negative emotions to customer service reps.

Expectations around response times continue to rise––30% of customers will wait a maximum of 2 minutes for an agent on chat. And around 3 in 5 people have hung up on an agent at least once out of frustration. Shockingly, one in three customers admits to screaming or swearing at support staff.

When a customer feels unheard or undervalued, they may believe that being aggressive is their only avenue to a resolution. Understanding these motives helps reps put themselves in the customers’ shoes and handle tense situations with empathy.

What's the impact of customer rudeness on businesses?

It's Monday morning. Jake, a customer success manager at a popular SaaS startup, logs into his support dashboard. The first ticket of the day? A scathing message from an angry customer who can’t navigate the platform's new update. While it's just the start of the week, these interactions aren’t rare in his job.

These instances of customer rudeness can ripple through the business in unexpected ways.

Employee wellbeing

SaaS platforms, with their frequent updates and iterations, are a target for user frustrations. Jake, and many others like him, bear the weight of these frequent changes. While reps know how to handle critical feedback, consistent rudeness can pile up. Over time, this creates higher stress levels. A stressed employee might mean slower resolution times and less-than-optimal customer interactions.

Staff turnover

Regular exposure to rude or aggressive customers increases stress and burnout among employees. This results in lower job satisfaction, poor morale, and higher turnover rates.

After months of handling a barrage of rude messages from customers, many reps decide to move on. High staff turnover isn’t just about recruitment costs. It means losing experienced professionals who understand your product.

Brand reputation

Nowadays, word travels fast. A customer who had a bad day might post on social media about their experience or leave a review on platforms like G2 or Capterra.

More than half of consumers (53%) have publicly shamed a company following an instance of poor customer service, while 34% of consumers have done this multiple times.In industries where businesses rely on peer reviews and testimonials, one negative interaction can snowball and affect potential user trust.

Financial impact

Unresolved negative interactions can result in lost sales, refunds, or compensations. In the long term, there's a risk of lower customer loyalty, leading to a loss in recurring revenue.

7 Strategies to deal with rude customers

Want to deliver consistently excellent customer service even in the most challenging of circumstances?

Here are seven effective strategies for dealing with rude customers.

1. Take responsibility

It's a simple principle—when there's a mistake, own it. Often, customers are more understanding when they realize they're dealing with a company that values transparency. By taking responsibility, businesses not only humanize themselves, but also pave the way for resolution.

Let’s say you work at a project management tool and it experiences a major outage. A frustrated customer reaches out to your support team. Instead of jargon-filled excuses, you could say:

"Firstly, we sincerely apologize for the disruption. We understand the inconvenience this has caused your team. We're currently addressing the issue and are implementing measures to prevent this in the future. We should be up and running within four hours."

An honest response that apologizes and sets realistic expectations will reassure the customer that you’re doing your best.

2. Keep the conversation polite and professional

Always speak and act professionally, regardless of the customer's attitude. Often, it's not just what you say but how you say it.

   
• Stay calm: Remember not to take a rude client’s remarks personally. Respond politely regardless of the customer's tone.
   
• Use positive language: Instead of saying, "We can't do that," try, "What we can do is...    .
   
• Follow up: After resolving the issue, follow up with a polite message, reinforcing the company's commitment to their satisfaction.

For example, when a user angrily points out a bug in the system, your support team could just fix the bug and move on. But to be extra polite, you could respond with:

Thank you for pointing that out, Mark. We appreciate your vigilance. The issue has been resolved. Please let us know if there's anything else we can assist you with.

3. Set boundaries

It’s important to set some boundaries––even if the customer is wrong, arguing makes matters worse.

Draven McConville, CEO and founder at Klipboard explains how he found a solution for an angry customer by setting boundaries.

I stayed calm and professional and listened to his concerns. Once I understood the problem, I offered a solution. However, he wasn’t satisfied and continued to be rude. So I eventually set a boundary with him, he says.

I told him that I wanted to help, but I would not tolerate his abusive behavior. I asked him if he could be more respectful. He agreed, and we resolved the issue.

4. Be empathetic and practice active listening

Always give the customer your full attention. By actively listening, you show that you value their concerns, which can help de-escalate their frustration.

Developing emotional intelligence will help you handle unhappy customers. For example, expressing understanding or saying, "I see why you'd feel that way," can go a long way. This doesn't mean you're admitting fault but rather validating their feelings.

5. Offer solutions, not excuses

After understanding the concern, offer practical solutions. If you can't resolve it immediately, assure them of a follow-up.

Let’s say a key feature of your software crashes. A longtime user is furious. They reach out for support, expecting a slew of excuses. Instead, they’re met with, "We're genuinely sorry for the inconvenience. While we fix this, here's a workaround..."

Offering a solution, instead of dwelling on the problem, can turn a potential disaster into an opportunity to showcase reliability.

6. Know when to escalate or defer

If you don’t know what the right solution is, it’s best to pass the baton to someone who does. For example, let’s say you encounter a user whose technical questions are beyond your expertise. Rather than giving inaccurate advice, you could escalate the ticket to the senior tech team, ensuring that the user gets precise, expert guidance.

7. Know when to end the conversation

If a customer is being excessively rude, and no solution seems feasible, it may be time to end the conversation or even fire the customer. Depending on the support platform used, this could mean politely ending the chat or involving a supervisor.

In some cases, a fresh perspective or the authority that comes with a supervisor might help pacify the situation.In rare cases, if a customer's behavior becomes abusive or severely impacts the team's well-being, it’s time to consider ending the relationship.

What should you do after experiencing a rude customer?

Unpleasant customer interactions can shake even the most experienced rep’s confidence. Follow these steps, and you’ll be able to use the bad experience to your advantage in no time.

Reflect on the interaction

After the encounter, take a moment to reflect. Evaluate the conversation objectively. Were there points where things could have been handled differently? What went well

Write down details of the encounter, including the customer complaints, your responses, and any outcomes. This is useful for future reference, especially if there's a follow-up or if the situation escalates.

Gather feedback for improvement

If you have regular team meetings with supervisors, mention these challenging interactions to get feedback.

Use the experience as a catalyst to develop further. This might mean brushing up on product knowledge, refining communication skills, or doing additional training like role-play to handle difficult customers.

Get support post-confrontation

Following the interaction, take a short break before heading back to the frontline. Take some deep breaths, go for a brief walk, or grab a coffee to help calm down.

Next, try debriefing with a supervisor or colleague. Sharing a bad customer experience with someone else can provide a fresh perspective or simply serve as a means to vent and get emotional support.

Schedule regular debrief sessions with other team members where everyone can share those you won’t believe the call I had today stories. It’s therapeutic and everyone will learn a thing or two.

When to forward to a manager

There will be times when you need to forward the experience to a manager. If the encounter ticks any of these boxes, it’s best to let a manager step in.

• Repeated issues: If customers consistently raise the same concern, it may indicate a deeper issue. Maybe it's a product flaw, a gap in communication, or a recurring bug that needs addressing.
• Threats or severe discontent: If a customer threatens to escalate the matter, leave negative reviews, or end the business relationship. Managers may have access to resources or strategic insights that can address the root cause or pacify the situation.
• Emotional or verbal abuse: Your well-being is paramount. If a customer becomes disrespectful, excessively aggressive, or uses offensive language, involve a manager.
• Feedback on products or services: Sometimes, rude interactions stem from genuine gaps in the product or service offering. If a customer’s rudeness revolves around such gaps, sharing this feedback can lead to product improvements.

Leveraging tools to handle rude customers

"Two heads are better than one" holds true, especially when confronting the challenges of rude customer interactions.

Using a shared inbox like Missive lets customer service representatives share emails with other team members and discuss them in a conversation.Here are five ways a Missive team inbox can improve teamwork and efficiency:

   
1. Collective experience. A team inbox lets multiple people view a customer's issue. Team members can collaborate and decide the best response or solution. From the team inbox, you can directly reply to a message or assign messages to colleagues.

   
1. Faster response times. When multiple agents access the same inbox, there's a greater chance that messages receive a quick response. This is useful when a rude customer demands an immediate solution. You can customize it so active members get notifications while observers don’t.

   
1. Continuity of service. If an agent is unavailable or needs a break after a tough interaction, another team member with access to the entire conversation history can take over, ensuring that the customer receives consistent support. Supervisors can use workload balancing to assign messages fairly.

   
1. Learning opportunities. Observing how different team members handle difficult situations is a valuable learning experience. New team members can learn strategies and techniques from seasoned pros by reviewing past interactions or writing emails using templates.

   
1. Escalation efficiency. Should an issue need escalation, managers with access to the team inbox can quickly review the entire conversation thread, ensuring that they have all the context they need to step in and address the situation.

In the face of rude or challenging customer interactions, a team inbox is more than just a tool—it's a support system and a central platform for collaboration. By leveraging the collective strengths of the team, businesses can transform potential pitfalls into opportunities for growth.

The hidden opportunity for rude customers

Rude customers aren’t just a challenge, they’re an opportunity. When you lean into proven strategies and embrace collaborative tools like team inboxes, you’ll get insight into your business and boost customer experience.

Every interaction, no matter its tone, is a chance to strengthen customer relationships, refine product offerings, and empower the support team.

Building a business without offering an excellent customer experience is like constructing a house without a solid foundation.

In the short term, it might work, but as time goes on you’ll need that strong foundation of satisfied and loyal customers, otherwise your company will struggle to grow and succeed.

According to a recent report, even when people love your company or product, 59% of people will stop doing business with you after several bad experiences even if they love your company or product. The benefits of prioritizing customer service are well worth the investment.

And the preferred communication channel of your customer is without a doubt email.

In this article, we’ll dive into how you can improve your customer service emails and give you templates you can use to write more effective replies today.

Why Customer Service is Important?

Providing great customer service is important for the success and growth of any business. In fact, according to a report, 92% of companies that are investing to improve customer experience report better customer loyalty.

Plus, 84% of them also report an increase in revenue while 79% of businesses said customer experience also contributed to reducing their expenses.

As we can see the benefits for your business are vast. Here’s a breakdown of the most notorious advantages:

Customer satisfaction & retention

Customer satisfaction and retention isn’t only about providing quality products or services. It’s also about how easy interacting with your business is and the level of support and assistance you provide.

Clients who receive good customer service gain trust, are more likely to be satisfied, and have a positive image of your brand. They are also more likely to come back in the future.

Another benefit of offering good customer service is that you can maintain a good relationship with your customers. they are less likely to do business with your competitors based on the price or gimmicky features as they know they can trust your business support and will have a positive experience.

Company values & brand reputation

When your customers have a positive experience interacting with your company like receiving a fast and helpful reply, it leave them with a favorable image of your business.

In the long run the favorable impressions will help to build a strong brand reputation as your clients are likely to share their experience with others off and online.

Another benefit of providing excellent customer support is that it helps build trust can credibility. By going the extra mile to resolve your customers’ concerns and problems you build a reputation of reliability and care.

In the end, the experience your customers have when interacting with your company service can make or break the perception they have of your brand and give you a competitive advantage over your competitors.

Revenue & customer lifetime value

Studies have shown that a good customer experience will most likely result in repeat business from the customer. This means a steady revenue stream for your company.

It also reduces customer acquisition costs and increases customer lifetime value since you won’t need to attract as many new customers to be profitable and they will probably spend more in the future.

CLV (Customer Lifetime Value) represents the total revenue a customer generates throughout their relationship with your business.

By providing outstanding customer service, you enhance customer satisfaction, foster loyalty, and prolong the duration of the customer-business relationship.

Another advantage of great customer service is that it can be used to upsell and cross-sell. Communicating with your customers, customer service agents will be able to identify their needs and recommend products or services that could complement their first purchase.

Customer service is the direct connection between your customers and your business, so it’s essential to provide a great experience for them.

Plus it can also play a role in employee retention as they will feel more engaged and proud to be working for a company that values its customers.

We recommend you have a look at the best practices for customer service to take it from good to great.

What Are Customer Service Emails?

Customer service emails are email responses to your customers’ inquiries, complaints, or feedback. The goal is to solve their issue and to give them support for your product or service.

Some companies use automatically generated emails and others write their personalized emails to their customers. But with the advent of artificial intelligence, you can now take advantage of both worlds by using an AI email assistant.

For example, the OpenAI integration in Missive takes it a step further by enabling the AI model to use your canned response to generate personalized replies for your clients.

Emails could be used for a wide range of customer service use cases including:

• Problem resolution
• Follow up
• Technical issue troubleshooting
• Installations/getting started service
• Feedback
• Complaint management

By using one of the best software for your customer service emails, you can start offering great support in no time.

Why Should You Still Use Emails for Customer Service?

Despite the emergence of many new communication channels in the past decade, email is still one of the most used channels for customer service.

There are several reasons to explain this, but the main reasons are that it is widely available, easy to use, easy to keep track of, and can be used globally since an email can be sent at any time.

Here’s a quick reminder of why you should continue to use emails for your customer service:

• Enable detailed exchange that can be enhanced by attachments like documents.
• Makes it easier to keep track of all communication between your business and your customers.
• Emails are more flexible than other communication channels since they can be used 24/7 without having to offer real-time interactions.
• Can be scaled more easily since your agents are not tied down to one call at a time.
• Emails can easily be integrated with the tools you’re using to manage your customers like a CRM. It’s also easier to collaborate and involve multiple departments if needed by using a shared inbox software.

Although real-time communication channels like live chat, phone support, and social media are popular, email brings many advantages to customer service.

By including email in your customer service communication channels, you can address the varied preferences and requirements of your customers, offering them a complete support experience.

Tips for Better Customer Service Emails

Now that we know why customer service via email is important, here are some tips to help you offer better customer service via email.

1. Respond Promptly

Timely email responses show care and commitment, managing expectations and avoiding customer frustration, but it's crucial to follow stated response time guidelines.

When it comes to responding to customer emails, you must prioritize the time it takes to reply. Most customers truly value receiving prompt replies. It shows that you care and are committed to addressing their needs efficiently.

We’ve all been there, we’ve sent an email to a company for support and they took forever to reply. Even if their response resolved our issue and we received the most caring email, our experience will still be tinted by the frustration of waiting for a reply.

Having a structure in place and respecting your SLA to address inquiries or concerns will help your business and let you provide helpful and satisfactory solutions. A great way to manage your client’s expectations effectively is by setting clear guidelines regarding your response time.

This could be by sending an automatic reply when you receive an email to your support email address with the timeframe it will take before one of your customer support team members get to reply.

By doing so, you can avoid any potential frustrations or disappointments resulting from delayed replies. However, you should make sure that the guideline is respected otherwise this could result in even more frustration on your customers’ side.

2. Personalize Your Responses

Personalize email responses by using the customer's name, customizing the reply to their specific needs, and acknowledging previous interactions to build strong customer relationships.

It's important to make an effort to personalize your responses to every email you receive. Putting in that extra effort can make a difference in building a relationship with your customers. When your clients feel like you value them and don’t feel like they are numbers, they will be more engaged with your business and feel satisfied with their customer experience.

Simple things like using your customer's name in your email can show that you see them as an individual and not just another customer. You can also add a personal touch and makes the interaction feel more friendly and genuine. After all, we’re all humans being those emails.

Next, take the time to understand their unique situation or problem and tailor your email response to answer their specific needs. By creating a unique reply to answer their inquiry, you show that you're invested in helping them find a solution and care.

Additionally, if the customer previously contacted your business, acknowledge those as well. It can be as simple as mentioning a previous conversation, order, or any other relevant information. This small gesture demonstrates that you care about the relationship you’re building and have an understanding of their history with your business.

3. Use Clear & Concise Language

Write clear and concise emails using simple language, avoiding jargon, breaking down information, and giving step-by-step instructions so your customers understand better and minimize frustration.

It's crucial to communicate in a way that everyone can understand.

Your email responses should be clear, concise, and simple to understand. You should (almost) always write your emails so they could be understood by people in grade 9. If your business is in a technical space, you should also remember that not all customers may be familiar with technical terms or complex language.

Avoid using jargon or complicated terminology that might confuse or make your customers feel like they are not good enough. You should instead use clear and straightforward language that gets your message across effectively.

To make your emails easier to understand, break down information into smaller, skimable chunks. Long paragraphs can be overwhelming, so organize your content into smaller sections and use bullet points when possible.

Additionally, if you need to give instructions, you should offer them step-by-step. With clear and concise instructions, your customers can easily follow steps to solve their problem leaving behind any confusion.

Clear, simple, and easy-to-understand email responses, can create a positive customer experience and minimize the chances of miscommunication or frustration.

4. Show Empathy & Understanding

Show empathy, understand your customer concerns, and resolve their issues to build strong relationships and improve your business reputation.

Having empathy and understanding when addressing your customers’ issues is important. Even if some of your clients show frustrations or disappointments, you want to show that you understand and acknowledge their feelings.

empathy can help you connect with your customers and demonstrates that you care about their experience. Assuring them that you are fully committed to resolving the situation can also help improve their overall experience.

In your interactions, the language you use can help to show your customers that you share their concerns and understand the situation. Choose words that show empathy, acknowledging the impact the issue may have had on them.

Additionally, make it clear that their feedback is valued by your business. It will encourage them to be open to communication and shows that you are continuously striving to improve based on their experiences.

By showing empathy, understanding, and a commitment to resolving their issue, you can build long-lasting customer relationships and create a positive reputation for your business.

5. Provide Detailed & Relevant Information

Improve your customer service by providing detailed information from the start, anticipating follow-up questions, and offering relevant resources to help them.

Going the extra mile by providing comprehensive and relevant information can take your customer service to the next level. Put yourself in the shoes of your customer and understand why getting all the necessary details in one go is important.

Take time to write a detailed response that leaves no questions unanswered. You can even go beyond and provide additional information or resources to help them with questions that may arise shortly. It will show that you value their time and are committed to assisting them effectively.

Anticipating follow-up questions doesn’t have to be complicated. Put yourself in the customer's position and consider what additional information they may need. You’ll save them and your company time since they won’t need to reach out again.

In addition to providing comprehensive responses, consider including relevant resources to further assist your customers. Sometimes, a link to a user guide or FAQ section can provide your customers with the in-depth information and step-by-step instructions they need.

You’ll also promote self-service and empower them to find additional information on their own at the same time. After all, 81% of customers are expecting more self-service options.

6. Proofread & Edit

Proofread and edit your emails to avoid errors and look profesionnal. It will also make them clear and easy to understand elimanating risk of confusion.

Every message you send via email to your customers acts as your business’ shop window. You must polish and proofread your communications. Before hitting that send button, take a moment to edit your email reply and make sure it’s mistake-free.

Scan for any grammar mistakes, typos, or spelling errors that might have slipped through. With thorough review, you can ensure that it presents a professional image to your clients.

After all, a well-written and error-free email sends a message that you pay attention to the details and makes your business look more professional.

In addition to checking for errors, editing your email to make them clear and easy to understand is equally important. Read through your message to make sure it flows smoothly and that the language used is clear and understandable.

Make sure there are no confusing or ambiguous statements that might be misinterpreted. This way you are sure your customers can fully understand your message and reduce unnecessary and forth.

7. Offer Additional Assistance

Let your customers that they should reach out for further assistance. It will show that their satisfactionis important to your business and that you are committed to resolving their issues.

Another tip that can improve your customer service is to encourage your customers to reach out again if they have additional questions or need more assistance. Let them know that you want them to be satisfied and that you're always available to help.

This way, you demonstrate that you care about their experience with your company and are there to resolve their issues.

Remember, offering your support beyond the initial reply is a key element of exceptional customer service that shows your clients that their satisfaction is important to you.

8. Follow Up & Close the Loop

<Send a follow-up email to make sure your customers are satisfied, offer more support, and ask for their feedback.

You can send an email to check if the solution you provided met their needs and if you can assist them further. This personal touch can go a long way in building strong customer relationships with your clients.

During the follow-up, you can also go the extra mile by offering your assistance for any problems they might encounter in the future. By doing so, your customers will feel valued and supported, which will build loyalty for your company.

You should also remember that your customers’ feedback is really valuable to help you keep improving. You should always seek their input and value their feedback. It shows that their opinions matter to you.

9. Monitor & Improve

Regularly analyze your customer inquiries and their feedback to identify areas that could be improved. Use it to update your resources and address common concerns for better customer service.

Keeping a close eye on your customer service email interactions is important to ensure you are continuously improving. You should always take time every other week or month to analyze the inquiries and problems your customers are facing.

It will give you valuable insights or your product or service. You’ll also be able to identify areas where your process could be improved.

By understanding common pain points or frequently asked questions, you can make informed decisions about how to better serve your customers. A good practice that we’ve implemented here at Missive is to keep track of all inquiries we get from our clients and update our website help section and improve our FAQ.

By doing so, your customers will be able to find the information they need without having to reach out for support.

If you follow previous tips, you’ll have collected tons of feedback that could be used to guide you toward areas where you could improve. It will also send a signal to your customer that you’re also paying attention to their feedback and are implementing their suggestions.

It’s also important that you don't wait for customers to raise the same concerns repeatedly before acting on them.

6 Customer Service Email Examples (With Their Customer Service Email Templates)

Creating the perfect response can be challenging. That's why we've built six customer service email examples accompanied by their ready-to-use canned response templates.

Here are our professional customer service email response templates that will make your interactions with your customers a breeze.

Auto Reply Email

A good practice to put in place is to send auto-reply when you receive an email at your support alias. However, you don’t want to send an auto-reply every time you receive an email as your customers who reply to their original email will be bombarded by your automatic response.

Using a tool like Missive makes it easy for you to set a rule to achieve that.

Here is an example of what could be contained in the email.

Before using this template, you should make sure you add a link to any valuable resource on your website.

Replying to Multiple Questions

In this example, we’ll provide you we a template that can be used to reply to a customer support email that contains multiple questions.

Replying to Negative Feedback

In this example, we’ll provide you with a template that can be used to reply to negative feedback you may receive. As you’ll see we try to avoid over-apologizing because it might make the interaction seem negative and won’t resolve the issue.

Replying to a Complaint

In this example, we’ll provide you with a template that can be used to reply to a customer complaint. As you’ll see, it is similar to the one used to reply to negative feedback.

Replying to a Cancellation Request

In this example, we’ll provide you with a template that you can use to reply to cancellation requests you may receive. We also included a section to ask for feedback.

Asking for Feedback

Our last example will provide you with a template to ask your customer for feedback after they reach out to your customer service.

Conclusion

In conclusion, offering excellent customer service is essential for the success and growth of your business. Without satisfied and loyal customers, your company will struggle to thrive in the long term.

In the end, customer service emails are an opportunity to provide outstanding support, build customer loyalty, and differentiate your brand from competitors. By implementing the tips and using our templates, you can write more effective customer service email responses and leave a positive and lasting impression on your customers.

As a business owner, you already know how important providing excellent customer service is for your growth. Email is still one of the most popular ways customers use to reach out to businesses.

And response time to customer service emails is vital in building trust and loyalty. Surprisingly, 62% of companies don’t respond to their clients’ emails, while 46% of customers expect a fast reply in less than 4 hours.

To make sure you meet your customer’s expectations, you need response time standards and improve your team’s communication skills.

Various customer service email software options are available to help achieve this. In this post, we will explore some of the top solutions to improve your customer service game.

What is Customer Service Email Management Software?

A customer service email management software is a tool that helps your business manage all your customer support emails so you can offer the best service possible. It provides a centralized platform so you can receive, organize, collaborate, and respond to your customer emails.

It makes it easier to follow customer service best practices and manage emails. You can assign them to specific support agents and set up canned responses to common questions or inquiries. By adding these features to your tool kit you can improve your customer satisfaction.

Top 10 Customer Service Email Management Software

If you're looking for the best email management software to improve your customer service, you've come to the right place. Here are the top 10 customer service email management software to manage customer inquiries via email.

From shared inboxes to automated responses, they can make your customer service team more efficient. Let's dive in and explore the best options available.

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1. Missive

Missive is a solution for managing customer service emails with a team. It offers a shared inbox and email management software in one app. Missive was built with collaboration in mind. The goal is to reduce back-and-forth between communication apps.

Missive aims at humanizing customer support interactions.

Its focus is on simplifying communication and collaboration for teams. It offers a user-friendly interface and integrations with popular tools like Salesforce, Pipedrive, Grammarly, OpenAI, and Aircall.

Email Management

Missive is a robust email management tool. It offers a variety of features such as collaboration, email delegation, and management of multiple email addresses. It is ideal for any small businesses needing to efficiently manage their email communications.

You can easily manage emails with labels, assignments, and team inboxes all in a clean interface to is similar to a traditional email client UI. Plus, you can add labels to the sidebar to quickly access communications depending on their status.

Native App for All Communications

With Missive's native app on multiple platforms, you can efficiently manage conversations in one place without switching between different apps. Plus, you can manage all your communication channels inside on inbox and share them all with your team.

Missive offers support for various communication channels, including email, live chat, SMS, WhatsApp, Messenger, Instagram, and more.

Automation with Fine-Grained Control

Missive offers rules to automate your workflows for incoming/outgoing messages and user actions, allowing for a more personalized and customizable experience.

Plus you can use our OpenAI integration as an AI email assistant to make you more productive.

Chat with Team Members

Missive offers a direct chat feature within any conversation for collaboration and communication between team members.

You can also edit a live draft with team members in real time, just like you would with Google Docs.

Affordable Pricing

Missive's pricing is one of the most affordable on the list, making it a great fit for small businesses on a budget. Even with a budget-friendly plan, you won't miss out on features and quality.

2. Zendesk

Zendesk is a popular customer service email management software. It helps businesses manage their customer support communications. A range of features are offered to manage email communication with customers. These include ticket management, automation, and collaboration tools for teams.

Its ticketing system allows businesses to prioritize, and assign support requests. It ensures that all conversations get a reply.

Also to email management, Zendesk also provides a range of other tools like live chat, and social media integration.

Pricing

Zendesk pricing starts at $18 per user per month for the basic version. More advanced features are available on higher-tier plans. Zendesk also offers a 30-day free trial for businesses to test out its features.

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3. Help Scout

Help Scout is a customer service email management software to manage customer support messages. It offers a range of features for teams to manage customer requests and track interactions.

Like Missive, Help Scout offers a shared inbox. It allows teams to collaborate on customer emails, assign conversations, and manage customer inquiries. They also have a knowledge base, which helps customers find answers to common questions quickly and easily.

Help Scout also offers a live chat feature to expand the ways customers can reach your business.

Pricing

Help Scout's pricing starts at $25 per month per user for their basic plan with a free 15-day trial.

You can also explore some Help Scout alternatives here.

4. Front

Front is a customer service email management software to manages customer interactions across many channels. Front helps teams to efficiently manage support activities. The platform offers automation capabilities such as rules to save time.

In addition to its basic features, Front also offers advanced features like CRM and analytics. However, these advanced features come with a higher price tag compared to the basic plan.

Pricing

Front's most basic plan starts at $19 per month per user on a one-year contract which only offers the basic feature.

5. Freshdesk

Freshdesk is a cloud-based customer service email management software to manages customer interactions across email, phone, chat, and social media.

The key features include multi-channel support, automation, and collaboration. Team members can work together to resolve support tickets.

Freshdesk can help your business improve its support with automation.

Unlike Missive which has a more “human” approach, Freshdesk uses a ticketing system for customer inquiries.

Pricing

Freshdesk offers a free option with basic features, and paid plans starting at $18 per person per month, which increase based on the number of agents and features needed. However, to access live chat functionality, a subscription to their Freshchat tool will be required.

6. Zoho Desk

Zoho Desk is another cloud-based customer service software with a range of features to manage customer interactions.

It offers features like ticket management, automation, multi-channel support, and a knowledge base. With its ticketing system, you can track customer inquiries and support requests.

Like the other tools on the list, they also offer a rule feature to automate some tasks. You could use it to route tickets to the appropriate agent or team, set up response templates, and track SLAs.

Pricing

Zoho Desk pricing starts at $20 per user per month. They also offer a free trial for their paid plans.

7. Hiver

Hiver is a customer service email management software built as an add-on for your Gmail account. With it, your team can manage customer emails received in Gmail. Team members are able to assign emails, set up reminders, track email threads, and tag emails for better organization.

One of the key features of Hiver is its shared inbox management. Similarly to Missive, it allows your team to work together on shared emails and tasks. It also offers email delegation and assignments, email notes, and comments.

However, it's important to note that Hiver only supports emails and live chat as communication channels and you’ll need to be a Gmail user to use it.

Pricing

Hiver pricing starts at $19 per month per user. They also offer a free 7-day trial.

8. Drag

Drag App is a shared inbox software that transforms Gmail into a help desk for customer support. It allows your team to manage customer support emails, tasks, and internal communications in Gmail.

With Drag, your team can collaborate by assigning emails, adding notes and comments, and tracking email progress. Drag uses the same interface as Gmail so it is easier to get started than with some of the solutions on the list.

One of the key features of Drag is the ability to visualize email workflows in Kanban-style boards. This feature makes it easy to manage customer support requests by moving emails across different stages of a workflow.

Pricing

Drag pricing starts at $10 per month per user for their basic plan. They also offer a free plan.

9. Happyfox

Happyfox is a cloud-based help desk software that offers a wide range of features. It offers ticketing, a knowledge base, community forums, live chat, and email management.

Like most tools on the list, Happyfox allows your business to manage customer queries across multiple channels from a single app. It also offers rules to improve support processes and reduce response times.

Pricing

Happyfox pricing starts at $39 per month for their most basic plan.

10. Helpwise

Helpwise is a browser-based customer service email management software designed for small businesses. It's primarily built for customer support. Features range from shared inboxes, email templates, notes, and rules, to assignments.

With the shared inbox you can manage requests from different channels like email, WhatsApp, social media, and live chat. It enables your team to collaborate and ensure that no customer requests are forgotten.

Pricing

When it comes to pricing, Helpwise offers a standard plan starting at $15 per month per user, with a free 7-day trial to test out the platform.

The Importance of Customer Service Email Management Software

Providing excellent customer support is important for any business. But, managing customer inquiries and responding to them in time can be overwhelming. It is especially true as your business grows.

That's where customer service email management software comes in to save the day. This software can help your team be efficient and provide high-quality customer support.

With the right email management software, you can automate repetitive tasks, assign conversations, and respond faster. It will result in improved response times and reduce the workload for your support team. They will be able to focus on providing excellent customer service.

Implementing an email management software can save your business time and resources. Plus, providing excellent customer service can lead to increased revenue and profits.

How to Choose the Right Customer Service Email Software

Choosing the right customer service email software can make an impact on your business' success. But, with so many options available, it can be hard to understand what to look for when choosing the right software.

An email management tool for your customer support should reduce some pain points like slow response time, and inability to collaborate on support inquiries.

Here are some key factors to consider when selecting the right software for your business.

Features

Look for email software that can automate some basic tasks using rules and canned responses. It also needs to offer features to help you rank emails and help your team collaborate on support to provide top-notch customer service.

It can be useful to make a list of the features you need and compare them against the options available.

Scalability

The solution you choose to manage your customer service emails needs to be able to grow with your business. As your company becomes bigger, you'll handle more customer inquiries and have more support agents.

You don't want to switch software down the road. Putting in place a whole new way of working could disrupt your customer service.

Integration

A good customer service email software needs to offer a minimum of integrations so you can integrate the tools you’re already using. For example, it can be a good idea if the solution offers integration with your CRM or a way to connect the two together.

Some tools like Missive, can also be used to manage your social media platforms. This way you can provide a seamless customer experience and keep all your interactions in one place.

Pricing

Check out the pricing options available and choose software that fits your budget and doesn't have any hidden fees. Also, beware of software that lock you in with a contract. For example, looking at the best Intercom alternatives may help you save a lot on your monthly subscriptions.

Reviews & Recommendations

Reviews from other users in your industry can help you get more information bout the software. You can also ask for recommendations from colleagues or other people in your industry.

By considering these factors, you'll be well on your way to choosing the right customer service email software for your business.

Conclusion

In today's always-evolving business world, customer service is more important than ever. It has never been easier for customers to switch to competitors if they feel that their needs are not being met.

We have looked at some of the top email management software solutions available on the market today. By using one you can improve customer satisfaction, reduce response times, and grow your business.

So why not give one of these platforms a try and take your customer service to the next level?

FAQ

How Do I Create a Customer Service Email?

Creating an effective customer service email requires paying attention to several key elements to make sure that the communications are clear and stay positive. We recommend that you have a look at our guide but here's a summary of the most important element:

1. Respond Promptly
2. Personalize Your Responses
3. Use Clear & Concise Language
4. Show Empathy & Understanding
5. Provide Detailed & Relevant Information
6. Proofread & Edit
7. Offer Additional Assistance
8. Follow Up & Close the Loop
9. Monitor & Improve

What is the Most Popular Customer Support Software?

There are many popular customer support software on the market. They all have their unique strengths and features. It is impossible to determine the most popular tool since it will vary depending on the industry, company size, and features required. However here are some of the most popular customer support email software:

1. Missive
2. Zendesk
3. Help Scout
4. Front
5. Freshdesk
6. Zoho Desk
7. Hiver
8. Drag App
9. Happyfox
10. Helpwise

What is the Best Customer Service Email Format?

The best format for your customer service email is one that is clear, concise, and focus on resolving your customer inquiry. However, there's not one size fits all customer service email format. It will always depend on your business brand and on the need of your client.

Here are some general tips that can help you format your customer service email in an effective way.

• Use your customer’s name to make it more personal.
• Read each customer message carefully to make sure you understand what they’re communicating is also important.
• Structure your email with sections and use bullet points or numbered lists to make it more readable.

With over 2 billion active users per month, WhatsApp is the most popular messaging app in the world. Far more popular than Facebook Messenger which only has half the user base per month.

It’s no wonder you should be using WhatsApp as a communication channel for your company. However, it can be a hassle for your customer service team to manage your WhatsApp inbox using the WhatsApp web or WhatsApp Business app.

But luckily for you, you’re at the right place to remedy this situation.

This magic solution is called a WhatsApp shared inbox!

With it, you’ll be able to see all messages in one centralized inbox and easily manage them via assignment, labels, and collaboration.

Let’s explore what exactly a shared inbox for WhatsApp is, its benefits, and how to start using one.

What Is a WhatsApp Shared Inbox?

A WhatsApp shared inbox is like an inbox that can be accessed by everyone in a team and where they can check and respond to customer messages from that centralized place. It's super handy for improving customer service since your team can get back to people fast, even if they're not all working at the same time.

It's way better than having everyone manage their own WhatsApp convos because it keeps everything organized using assignments and labels. It also makes sure no one drops the ball on a customer request. Plus, it enables all team members to collaborate easily. It helps you keep your customers happy, and your company improves and maintains a good reputation.

What Are the Benefits of Using a WhatsApp Shared Inbox?

Just like an email shared inbox comes with many advantages, using a WhatsApp shared inbox can take your customer service to the next level and make your team more productive.

While the WhatsApp Business App can be a useful tool for small businesses, it has some significant limitations compared to a shared inbox. For example:

• It can only be connected to one device at a time
• It doesn't have any collaborative features
• It doesn't support multiple messaging channels

A WhatsApp shared inbox solves these problems by providing more advanced features and functionality for any business.

Here are some of the reasons why a shared inbox is a game-changer.

Improved Collaboration

By using a shared inbox, your team can chat internally, assign conversations to specific team members, use canned responses, and label conversations to keep them organized. This lets your team work together more effectively, reduce response times, and resolve issues faster. Plus it makes the job more enjoyable for all employees.

Better Customer Service

With a shared inbox, your team can respond to customer messages quickly and easily, no matter when they come in. Since WhatsApp conversations are accessible to all team members at any given moment, you can be sure that message will get a reply no matter if someone in the team is offline.

By using canned responses for frequently asked questions, you can provide faster and more consistent service. Additionally, a lot of tools like Missive, offer features like conversation merging that let you easily consolidate all the messages from a customer into one conversation no matter the channel used. It ensures that no customer conversations are ignored or forgotten.

Plus a shared inbox with labels and assignment lets you easily keep track of what’s going on and analyze your customer service performance. You’ll be able to better identify areas of improvement and optimize your strategies.

Consolidated Customer Interactions

A WhatsApp shared inbox enables you to consolidate all your customer communication channels into one inbox, making it easier for your team to keep track of customer conversations and reducing the need to switch between different tools and channels. By having one go-to solution for all your communication channels, you can save on time, and cost, freeing up more time and money for other important aspects of your business.

In summary, if you want to provide better customer service, simplify your communications, and improve collaboration, a WhatsApp shared inbox is the way to go.

How to Choose a WhatsApp Shared Inbox Provider?

Now that you are aware of all the benefits of a WhatsApp shared inbox tool for your business, are you considering using one? Choosing the right one is key.

To make an informed decision, consider these factors:

• Pricing: How much does it cost to use the tool? Are there any hidden fees or charges?
• Features: What features does the tool offer? Does it meet your specific needs and goals?
• Ease of use: How easy is it to set up and use the tool? Is it user-friendly and intuitive?
• Reviews: What do other users say about the tool? Are they satisfied with their experience?

Evaluating and trying your options carefully to ensure the tool meets your needs and goals will ensure that you can take advantage of all the benefits a WhatsApp shared inbox offers.

How to Create a WhatsApp Shared Inbox?

A WhatsApp shared inbox will let you manage all your conversations by connecting to your WhatsApp Business via an API.

Managing all your customer conversations with ease using Missive's WhatsApp shared inbox is easy. With the integration of Twilio's API for WhatsApp, you can import your WhatsApp number into Missive in just a few steps. This way, your team can start collaborating on all your customer conversations in a matter of seconds.

Here’s how to get started:

1. Create a Twilio account and set up their API for WhatsApp
2. Import your WhatsApp number into Missive by copying/pasting your Twilio account SID, authentication token, and WhatsApp number.

1. Update your WhatsApp number configuration in Twilio

That's it! You can now receive, send, and collaborate on your WhatsApp messages directly in Missive Team Inbox.

Best of all, the WhatsApp shared inbox can be easily accessed by all members of your team.

Try Missive for Your WhatsApp Shared Inbox

Having a shared inbox can be a huge benefit for your business and customer service.

If you’re looking for the best WhatsApp shared inbox provider for your business you should look no further than Missive. It has it all:

• Affordable pricing plans
• Robust set of features
• User-friendly interface

Missive is the perfect solution for managing all your customer conversations across multiple channels.

With Missive, you'll enjoy powerful yet simple tools that make it easy to collaborate with your entire team and keep everyone on the same page. Plus, with glowing reviews from our satisfied customers, you can be sure you are making the right choice.

Give it a try for free today!

Managing an inbox with multiple people has long been a difficult and tedious task that most people aren't even willing to take on. It’s easy to understand why dealing with shared emails without a unified, shared inbox is something people would want to avoid at all costs.

It makes filtering and classifying emails a pain as well as keeping track of who's responsible for what. And, with so many forwarding, it’s a pain to track and follow up on so many exchanges in an email thread.

If we are completely honest, we all know that forwarding shared emails to the personal email address of all team members isn’t the best way to work with shared aliases. However, as you probably know with the right tool, managing multiple email addresses is not a difficult task.

So let's explore what’s the advantage of having only one inbox.

‍

What is a Shared Inbox?

A shared inbox is like a group chat for emails. It’s an inbox that multiple can access to collaborate on shared aliases or any email address. It’s the perfect solution to let all team members work together when replying to emails and managing shared aliases emails.

In most shared inbox software, you can assign emails to different team members, add comments to messages, and keep track of which emails have been replied to or still need a response.

Shared inboxes can help any team in your business from customer support passing by sales, accounting, and HR. Having multiple team members collaborating to reply to customers’ questions or requests quickly and efficiently can be a real advantage for almost any business.

Plus, many shared inbox software programs also make it easy for people from different teams to collaborate. This means smoother communication and better teamwork all around.

It also makes internal communication easier, as many shared inbox software programs allow people from different teams to collaborate.

What Are the Advantages of Having Only One Inbox?

Having just one inbox for all your emails comes with many benefits. Here are the most noticeable for your business.

1. Centralized Communication to Avoid Back & Forth

Having one unified shared inbox makes it easy to manage and respond to all incoming emails by grouping them all in one centralized tool. This can include your personal emails and the shared aliases of your business.

Having one centralized inbox eliminates the need to check multiple individual inboxes. It will also save you precious time and reduce the chances of missing important messages.

It also allows teams to collaborate and communicate without the need for constant back and forth between several apps. Plus, since everyone has access to the same messages and information, it makes prioritizing tasks and responding to urgent requests a lot easier.

Another big advantage is that you won’t have to dig through endless email chains or try to find that message you know exists but can’t remember where it is. With a shared inbox, everything is organized in one location, making it easy to keep track of conversations.

2. Better Access Control & Permissions

Having your team members use their own accounts to access an inbox that groups all incoming emails brings many benefits.  A shared inbox software is a great solution to improve your access control and gives you more options for granular permissions.

With a shared inbox, you can set up different levels of access and permissions for team members based on their roles and responsibilities. This helps to ensure that confidential information is only accessed by the right people in your business. At the same time, it also reduces the risk of data breaches and unauthorized access.

Most solutions, like Missive, will let you decide what permissions you give to every team member, which email address they can access, and if they can use it to send emails. This ensures information is only accessible to authorized team members.

3. Reduce Workload & Improve Collaboration

As John C. Maxwell said in his book:

Teamwork makes the dream work

And, let’s admit it, having only one shared inbox is one of the key ingredients to achieving that dream.

With a shared inbox, everyone on the team has access to the same messages, reducing the need for each person to manage their own individual inbox. It saves time and eliminates the risk of messages getting lost or overlooked in someone's personal inbox.

Team members can see which emails or messages have been replied to, which ones are already assigned to someone, and which ones haven’t been taken care of. This prevents multiple team members from responding to the same message.

Having a single unified inbox also promotes collaboration. Team members can work together more efficiently by responding to messages on time, delegating tasks, and prioritizing messages based on their urgency. It will help any team to help avoid duplicated efforts and ensures that every message receives a timely response.

4. Improve Your Customer Service

Managing multiple inboxes can be overwhelming and time-consuming for your customer service team. Not to mention that important customer inquiries can easily slip through the cracks if they're distributed across various individual inboxes. This is where a shared inbox comes in to save the day.

By using one, all customer inquiries are centralized and easily accessible to everyone on your team. This means no more digging through individual inboxes or worrying about missing an important message.

Another benefit of having one shared inbox is that it improves your team's ability to work together more efficiently. With everyone having access to the same inbox, your team can provide a better customer experience and avoid duplicating their efforts.

Plus, since the customer service team can easily share responsibility, team members are more likely to take ownership of customer inquiries and work together to provide the best possible service.

5. Increased Accountability & Transparency

Shared inboxes can be a game-changer for team communications. Not only does it make it easier to keep track of incoming messages, but it can also promote accountability and transparency within the team.

Think about it:

When everyone has access to the same inbox, it's much easier to ensure that every message gets the attention they deserve. You don't have to worry about whether or not someone received an email or if someone already responded to it. Instead, everyone can see what's in the inbox and who is responsible for responding to each message.

A shared inbox can also promote transparency within the team. Rather than relying on individual team members to forward or share information, everyone can see all incoming messages and responses. It can come in handy if someone on the team is on vacation or on sick leave.

It can also help to prevent misunderstandings and ensures that everyone aligns when it comes to important messages.

So, how does this actually play out in practice? Let's say you're working on a project with several other team members. You receive an email from a client with some questions about the project. Normally, you might forward that email to your team members and hope that they respond in a timely manner. But with a shared inbox, everyone can see the email and who is responsible for responding to it. This eliminates any confusion or ambiguity about who is taking care of what.

6. Grow as You Grow

As a company grows, it becomes increasingly important to have effective communication and collaboration tools in place. One tool that can help facilitate this is a shared inbox.

Having only one inbox to manage all emails can actually become more valuable as a company grows. As the number of team members increases, it can become more difficult to keep track of who is responsible for what messages. With a shared inbox, however, everyone can see what messages are coming in and who is taking care of them. It can help to avoid duplicated responses and ensure that all messages are being addressed in a timely manner.

With everyone using the same inbox, there is less room for miscommunication or confusion about who is responsible for what tasks.

In addition, as a company grows, it may become necessary to have different teams or departments. With a shared inbox, it's easy to create labels for different teams, so everyone can stay organized and focused on their specific responsibilities. This can help prevent information overload and ensure that everyone is on the same page.

How to Get Started with a Shared Inbox?

With a multitude of shared inbox solutions, it’s easier than never to choose a solution that will suit your needs. You should also make sure you these shared inbox best practices to make the most out of your unified inbox.

For example, by using a solution like Missive you can easily invite all of your team and give them access to only the team they need. From there, by using rules and labels your can easily improve make your business’ email workflow to be more efficient.

FAQ

What is the importance of a shared inbox?

A shared inbox lets many people use the same inbox together. It's useful for any team who has a minimum of messages. It helps communication and teamwork by avoiding duplicate work and saving time. It's also good for customer service because the team can work together and give better responses to customers. It helps keep track of customer interactions and can improve service.

What are the benefits of a team inbox?

Using a shared inbox has several benefits for teams. Firstly, it centralizes communication and eliminates the need to check multiple inboxes, saving time and reducing the chances of missing important messages. Secondly, it allows for better access control and permissions, promoting data security and privacy. Thirdly, it reduces workload and promotes collaboration, making it easier to prioritize tasks and respond to urgent requests. Fourthly, it improves customer service by centralizing inquiries and promoting collaboration. Fifthly, it increases accountability and transparency within teams. Lastly, choosing a flexible shared inbox solution allows easy scaling as your team grows.

What is the best way to use a shared mailbox?

The best way to use a shared mailbox is to establish clear guidelines and procedures for accessing and managing emails. Here are some tips:

1. Determine who needs access: Decide who needs access to the shared mailbox and provide them with the necessary permissions.
2. Establish communication guidelines: Define how emails should be categorized, prioritized, and assigned to team members.
3. Create a filing system: Set up folders to organize emails by category, date, or sender, to make it easier to locate important emails later.
4. Avoid duplication: Avoid duplicating efforts by checking the mailbox before responding to an email to see if someone else has already taken care of it.
5. Keep it tidy: Regularly review and archive old emails to keep the mailbox organized and easy to navigate.

Collaborating on shared emails is crucial for any business, especially when it comes to providing excellent customer service. Although it can be a challenging task, it is vital for building and growing a successful business.

A considerable number of small to medium-sized businesses (SMBs) rely on Gmail for their email needs. However, by default, Google's email client is not built to be a shared inbox and collaborate.

In this article, we'll explore how you can share your general inboxes with your team in Gmail, enabling you to work together more efficiently.

‍

Can You Have Shared Inboxes for Gmail?

The short answer is yes. You can have shared inboxes for Gmail by taking advantage of some of Google's features. As we’ll see below, there are four ways to share a mailbox in Gmail. They all come with some benefits and drawbacks that should be considered before choosing which solution will be used for your team.

How Does Gmail Shared Inbox Work?

To share a mailbox in Gmail you have four options. We will explore all of them with their benefits and drawbacks.

Share Credentials

This solution is by far the easiest and most obvious of them all. While sharing your login credentials may seem like a good idea at first, there are a lot of drawbacks to consider.

Firstly, there is a significant security risk that comes with sharing your login access to a Gmail account. It could potentially put your business at risk of attacks and information theft.

Moreover, you cannot give granular permissions to specific individuals who need access to the mailbox. This means that every person who has access to the login credentials can access all the settings and information in the mailbox, which can be problematic for your business.

Advantages:

• It is easy to set up.

Disadvantages:

• It poses a security risk.
• There is no granular access control.
• It does not facilitate collaboration.

Delegated Accounts

To avoid sharing login information you can delegate your Gmail account to anyone in your organization. This means that the delegates can receive and reply to emails that come into that inbox by using their own Gmail account.

There are some advantages to delegating your Gmail account. It's easy to use and set up, and it provides better security compared to sharing credentials.

However, there are also some disadvantages to delegating. For example, there are no collaboration features, and there's no email management for teams. Additionally, the recipient will be able to see that the email was sent by someone else.

Delegating a Gmail account can be a good solution if you want to avoid the security risk of sharing passwords. However, it's important to keep in mind that there's no collaboration, and the recipient can see who sent the email.

Google Groups

By creating a Google Group, you’ll have an easy way to give your team members access to a shared mailbox. There are three options available:

• Community forum
• Email distribution list
• Collaborative inbox

While the community forum might not be useful for sharing a mailbox with your team, the other two options might be a good fit. Let's take a closer look at them.

Email Distribution List

This is a good solution for teams that receive emails to general email addresses like billing@, info@, or marketing@. With the distribution list, every email received is forwarded to every group member, but it doesn't offer any collaboration features or allow team members to reply using the shared email address.

Collaborative Inbox

That's where the Collaborative Inbox comes in. It lets group members see all the emails received to a shared email address in their own Google Group account and provides basic collaboration features like assignments, labels, and "closed" status. It also offers better security since you won't need to share any credentials.

However, keep in mind that Google Collaborative Inbox doesn't allow back-and-forth conversations, merging of conversations, or saved shared response templates. Also, it doesn't have any chat or comment features.

To summarize, here are the advantages and disadvantages of using a collaborative inbox:

Advantages:

• Better collaboration features
• Better security over sharing credentials

Disadvantages:

• Two separate inboxes for personal and shared emails
• No chat or comments features

How Do I Create a Shared Inbox in Gmail?

We won't be diving into how to share your credentials with your team because, as we mentioned earlier, it's far from the most optimal solution, especially when it comes to sharing an inbox in Gmail. And let's face it, even if you're considering this route despite our advice against it, you probably don't need a step-by-step guide on how to share them.

But, if you're looking to set up a shared inbox for Gmail, we've got you covered. Here's how you can do it.

How to Set up Gmail Delegates?

Setting up Gmail delegates is actually pretty straightforward.

If you're part of an organization, just make sure your Google Workspace admin has given users permission to use email delegation. It’s also important to keep in mind that personal accounts are limited to 10 delegates, while organizations can have up to 1,000 delegates.

Here’s how to set up Gmail delegation:

1. Open your Gmail account (you can’t set up delegates in the Gmail app on iOS or Android) and go to the Settings menu ⚙️ in the top right corner.
2. Click on See all settings and select the Accounts and Imports tab.
3. Under the Grant access to your account section, click on the Add another account link.
4. Enter the email address of the person you want to delegate access to.
5. Click on the Next Step >> button and then click on the Send email to grant access button to send a delegation request to the delegate.

Gmail users with organizational emails can delegate access to a group with the same domain. Members outside of the group are not allowed to the delegated Gmail.

Once you’re done, your delegates will be able to access the shared inbox from the Gmail account dropdown menu.

How to Set up a Gmail Collaborative Inbox?

Creating a Collaborative Inbox list in Gmail is a little take a few more steps than adding delegates to an account.

1. You’ll first need to create a Google Group. To do so simply head to the Groups page and log in to your Google account.
2. From there, you’ll be able to create a new Group by clicking on the Create a group button.
3. Enter the details of your new group and click on next.

1. The following page lets you decide your privacy settings. You need to make sure that Who can post is set to Anyone on the web to be able to receive emails in this shared inbox. We recommend you choose the same setting as in the following screenshot so messages are only visible to your invited team members.

1. Next, click on your group and then on Group settings. From there, check Collaborative Inbox under the Enable additional Google Groups features section.

1. Click Save changes.

You now have a Collaborative Inbox that can be used as a shared inbox for your teams’ aliases.

Which Solution Should I Use as a Shared Inbox for Gmail?

As we've looked into different solutions to share a mailbox in Gmail, we've found that each option has its own pros and cons. However, there's one thing we can all agree on - never share your email account password, even if it seems like a convenient option. It's crucial for your business's security.

When trying to decide whether to delegate a Gmail account or use a Collaborative Inbox, there are a few factors to consider, such as:

• Team size
• Needed features
• Use case

For example, a delegated account can be a good option for a one-person team that doesn't need to collaborate with others. But for a team of a few people who need to work on the inbox simultaneously and collaborate on emails using features like shared labels, assignments, and status, a Collaborative Inbox is a better choice.

It's important to keep in mind that Gmail shared mailbox solutions do have their limitations, especially for larger teams or teams where collaboration is crucial, such as customer support teams or sales teams.

If you want to avoid having to adjust your workflow to fit the tool you're using, you might want to consider using a shared inbox software like Missive that can adapt to your workflow and make collaboration a breeze.

Missive: The Shared Inbox Software Made for Team Collaboration

Missive is a powerful shared inbox and collaborative email management software that can supercharge your team's productivity and efficiency. It's built with collaboration in mind to help your company to grow and thrive without any limitations. With its advanced rules that can be customized to your workflow, Missive is the ultimate solution for your customer service and sales teams.

One of the best things about Missive is the fact that it offers an all-in-one platform for managing all communication channels, including SMS, social media, and even WhatsApp. You won’t need to go back and forth between multiple apps and manage different inboxes for personal and team use. With Missive, everything is integrated into one unified inbox. Missive also lets you give granular permission to an individual team member.

Even better, Missive offers integrations with other tools you already use and love, such as Salesforce, Pipedrive, Grammarly, Zapier, Twilio, and Aircall. This means you can streamline your workflow and maximize your productivity without any extra effort.

Missive also offers advanced features including:

• Shared rules
• Assignments
• Chat and comments
• Shared labels
• Tasks
• Collaborative drafting
• Shared canned responses
• Calendar
• Mobile and desktop apps

While we can’t argue that Gmail is a great tool for personal emails, it’s hard to ignore the fact that it was not built for collaboration and shared inboxes.

FAQ

How do I create a shared inbox in Gmail?

You have two ways to create a shared inbox in Gmail. The first option is to add delegates to a Gmail account so they can manage emails in a certain inbox. The other option is to create a Collaborative Inbox in Google Groups to collaborate on a shared email alias.

Can you have shared inboxes for Gmail?

Yes, have shared inboxes for Gmail. A shared inbox allows multiple people to access and manage the same set of emails. This can be useful for teams or groups that need to collaborate on a specific set of emails. By setting up a Collaborative Inbox for your Gmail, everyone who needs access can easily view and respond to emails, making communication and collaboration more efficient.

How does shared mailbox work in Gmail?

A shared mailbox in Gmail allows multiple people to access and manage the same set of emails. When you set up a shared mailbox, all users who have access to it can read and reply to emails, mark them as read, and delete them. This is useful for teams or groups who need to collaborate on a specific email address, as it allows everyone to work together more efficiently.

In Gmail, a shared mailbox is set up by granting access to another Gmail user. This can be done by adding a delegate or using a Collaborative Inbox in Google Groups.

Customer service is the backbone of any successful business. Mastering the art of providing exceptional customer service is crucial for any growing company.

The email has emerged as the leading communication channel for customer service. A whopping 54% of consumers use customer support email, according to a study by Forrester.

As a result, it’s important to have proper email etiquette. It will help you provide timely and effective customer service to your clients. You'll also be able to set yourself apart from your competitors.

In this article, we'll explore some of the best practices for customer service and guidelines for email etiquette. Following them will help you provide excellent customer service and improve customer satisfaction.

Why Having a Proper Email Etiquette Is Important for Customer Service?

Email is probably the first point of contact your customers will have with your business. This is why proper email etiquette is essential for customer service. The tone and professionalism of your email can make or break your customers' impression of your company.

80% of customers think that their customer experience is as important as the products or services you provide. Customer service will help dictate their loyalty and if they repeat business. Another study from Microsoft stated that 61% of respondents have decided to use another brand due to poor customer service.

Having email etiquette in place will also help your team be more efficient, professional, and clear. They will also offer a uniform experience to all customers.

11 Email Etiquette Tips for Better Customer Service

Proper email etiquette is crucial for providing effective customer service to clients. Here are some tips for email etiquette in customer service.

1. Use Grammar & Spelling That Shows Your Professionalism

Nowadays customers aren't just looking for a solution to their problems. They also want to choose a brand that is aligned with their vision when making a purchase decision.

Having proper grammar and spelling in your emails will not only make your business look more professional but also help your recipients better understand you.

After all those rules are there for a reason.

Making sure that your team always sends spelling-free emails might be hard, but luckily for us, tools exist to make sure our messages stay mistake-free. Some shared inbox software, like Missive, even integrated with advanced tools like Grammarly to improve efficiency.

2. Take Advantage of Canned Responses

Let’s face it, some customer service inquiries are really common and need can be answered with the same email.

Using canned responses can help you and your team by providing a well-written and detailed answer every time without having to spend the whole time crafting the answer.

However, you should remember not to overindulge in using canned responses too often. Your customer will certainly appreciate the feeling that they are talking to an actual human being and not interacting with pre-determined answers.

3. Stay Human

As we mentioned in the last point, your customers probably want to be treated as human beings and not just as ticket numbers. You should make sure that every email interaction you have with your clients is personalized and tailored to its recipient.

A study from Zendesk shows that 76% of customers expect some personalization when interacting with a company.

By showing that you care about your customers you can make a difference in client retention. It can also help build a brand that will attract potential clients.

While you should always stay professional, you should provide personalized service to your customers.

4. Make Sure You Include Details, Images, and/or Links

We’ve all heard it:

A picture paints a thousand words

And while it can sound cliché, it could be more true. Including attachments in your email is probably one of the best ways to help your customer with their inquiry.

It's especially true for software companies. Providing a screenshot can help the recipient understand what you’re describing in your email.

The same can apply to any files that could help provide more detailed information.

Another great email etiquette to remember for customer service is to provide links to relevant articles, FAQs, guides, or videos. There’s no point in writing a lengthy email when the question or issue has already been answered in detail somewhere else.

The time saved by providing links to the information will let your team focus on emails that are of higher priority.

It can also be useful to go beyond the issue experienced by your customer and send them links to resources that can help them later on.

With that in mind, you should remember that 81% of customers attempt to resolve their issues themselves before reaching out to your team. So don't just send links to useful resources and call it a day. Try to bring value to every exchange.

5. Avoid Getting Emotional

We all experienced it:

You receive an email from an angry customer and you just want to reply on the spot.

While it might be tempting to respond immediately, doing so when you’re still emotional can lead to unprofessional answers. It can exacerbate the frustration experienced by your customers.

It’s important to remember that your customers are people too with emotional ups and downs and their problems. Empathizing with them and focusing on providing a solution rather than dwelling on the issue will help with your clients' interactions.

6. Use Professional Email Addresses

If you’re still using a @gmail.com (or any provider's) generic email address for your customer service, this should act as your last warning notice to make the switch to a business email address.

Your customers will certainly see your business email address as more professional and credible. It will help them take you seriously and trust you.

7. Make Sure You Follow-Up

Sometimes you want to take your customer service to the next level. Following up on inquiries you had in the past can be great email etiquette to adopt. It can bring many benefits:

• Customer satisfaction
• Issue resolution
• Customer feedback
• Reputation management

It could be as simple as sending a follow-up email to know if your customer resolved their issue. You could also take that moment to ask them if you could further assist them or if they could leave you a review.

8. Use Language That Is Easy to Understand

The goal isn’t to show off your wide vocabulary or use the most technical jargon to prove that you’re trustworthy. Your focus should be on being easily understood by your recipient. A good rule of thumb is to aim for a grade level equal to or lower than 8. this way you’ll make sure that the vast majority of your audience understands.

Of course, this tip needs to be adapted to your audience and industry. For example, if your business is in the tech industry and you're dealing with developers, you should be using technical terms when necessary.

9. Use Short Descriptive Subject Lines

Email subject lines are important when determining if someone will open an email or not.

Using a short but descriptive subject will help your customer understand what your emails are about before even needing to open them. In fact, 64% of recipients decide whether to open an email based on the subject line.

You should aim for a descriptive subject line that is less than 9 words (60 characters) and that doesn’t use too much punctuation.

10. Be Friendly

Depending on your industry and customer base, being friendly can make your customer go the extra mile. Let’s face it, having a more casual tone can make a whole difference in customer satisfaction. It will ensure that your clients leave the email interaction with the feeling that you’re helpful and kind. And as we know by now, keeping customers is a lot more valuable than acquiring new ones.

You should also try to be thankful instead of always apologizing. For example, instead of apologizing for the wait time, you could thank them for their patience. You’ll see that the conversation will get a whole new tone from there.

11. Respond to All Emails on Time

Just so we’re clear here, we are not talking about responding to all those spammy emails that end up in your shared inboxes every day. We’re talking about all those legitimate emails from customers you receive.

You should make sure you have an SLA in place and that you are respecting it. This will send a strong signal to your customer that you care about them and they’ll also get an idea of when they should be expecting a reply.

Conclusion

Following this email etiquette for your customer service will help you provide a great customer experience. It will set you apart from the competition.

Making sure that no email is left unanswered and that everyone gets the right answer to their inquiry can be a demanding task. But, using a shared inbox software like Missive you and your team will be able to offer better service by enabling all your team to collaborate on customer service emails.

How Long Do You Spend on Emails Everyday at Work?

Probably quite a good portion of your day, am I right? From communicating with colleagues and clients to managing projects and deadlines, email is an integral part of our daily routine. However, as the use of email continues to grow, so does the challenge of managing it effectively.

According to a study by McKinsey & Company, the average worker spends nearly a third of their workweek on email-related tasks. 🤯

And this number can be even higher for managers and executives.

With so much time spent on email, it's crucial to have effective email management skills to stay productive and efficient.

In this article, we'll explore the best practices for managing your work emails. We'll cover everything from adopting the zero inbox method to using tools and filters to streamline your email workflow.

So whether you're looking to improve your efficiency or enhance your email management skills, these tips will help you keep your inbox organized and under control. Because who doesn't want to be a master of productivity?

20 Best Practices for Managing Your Work Emails

Managing your emails can be overwhelming, but with these best practices, you can turn your inbox into a productive tool for work.

Here are some tips to help you manage your emails effectively.

Inbox Zero Method

The inbox zero method is a popular approach to email management that involves achieving a clutter-free inbox by processing all emails and organizing them efficiently.

It's like spring cleaning your inbox!

The method has four basic steps that can be adapted to suit your needs and preferences.

1. Unsubscribe from any email lists or newsletters that are no longer relevant or interesting. This helps to reduce the volume of incoming emails and ensures that your inbox only contains messages that are important to you. Say goodbye to those weekly product updates from a tool you never used!
2. Create folders or labels to organize the remaining emails. This helps to group similar messages together and makes it easier to find specific emails when you need them. Plus, it looks super organized and makes you feel like a boss!
3. Create rules or filters to automatically sort incoming emails. This can help to reduce the amount of manual effort required to organize your inbox and can ensure that important emails are prioritized. Set up rules like, "any email from my boss goes straight to the top of my inbox."
4. Process each email in your inbox. This involves reviewing each message, deciding what action is required, and then taking that action. For example, you might delete irrelevant messages, respond to urgent emails, or file important messages in a specific folder. Take control of your inbox and tackle each email like a boss.

While having an empty inbox may not be for everyone, regularly cleaning up and organizing your inbox can have significant benefits like helping you prioritize important messages and making it easier to find the information you need when you need it. Who doesn't love a tidy inbox and a little extra productivity in their day?

Use Labels and Folders

Labels and folders are helpful tools for managing your inbox and can be utilized in various ways. Here are some practical ways to use them:

1. By project or client: Create labels or folders for each project or client you're handling. This way, you can easily find and refer to all related emails in one place, making it easier to manage your work and deadlines.
2. By category: Use labels or folders to categorize emails by types, such as newsletters, promotions, or social media updates. This will enable you to prioritize which messages to read or delete, and keep your inbox free from unnecessary emails.
3. By priority: Establish labels or folders for emails that require urgent attention or follow-up. This might include emails from important clients or urgent requests. This will help you manage your critical tasks and prevent important emails from being lost in your inbox.
4. By status: Use labels or folders to monitor the status of emails, such as emails that require a response, emails waiting for a reply, or emails that have been completed. This will assist you in staying organized and ensuring that nothing slips through the cracks.

The key is to use labels and folders in a way that suits your particular needs. By organizing your inbox with labels and folders, you'll be able to save time, reduce stress, and stay on top of your email workload.

Take Advantage of a Calendar

Using a calendar with your email can be an effective way to manage your time and stay on top of important tasks. Email management software programs like Missive offer a built-in calendar feature that allows you to easily schedule appointments, meetings, and reminders right from your email inbox.

One of the benefits of using a calendar is that it helps with time management. You can schedule and manage your time effectively, ensuring that you have sufficient time for important tasks and appointments. By setting reminders, you can also make sure that you don't miss critical deadlines, appointments, or follow-ups on your communications.

Moreover, a shared calendar can be an excellent collaboration tool. It enables you to coordinate with your colleagues and schedule meetings more efficiently, saving time and reducing unnecessary back-and-forth emails.

By integrating your calendar with your email inbox, you can quickly view all of your upcoming events and deadlines in one place. This can help you stay on track and prioritize tasks without having to switch between your emails and a separate calendar app.

Another helpful tip is to set specific times in your calendar to check and respond to emails.

Set Aside Dedicated Time for Emails

One way to manage your email more effectively is to set aside dedicated time for checking and responding to messages. By doing so, you can avoid the constant distraction of incoming emails and stay focused on other tasks throughout the day.

For example, you might set aside 30 minutes in the morning and 30 minutes in the afternoon to check and respond to emails. During this time, you can focus solely on your inbox and work through messages in a deliberate and organized manner.

It's also important to avoid checking your email first thing in the morning. When you check your email as soon as you wake up, you may find yourself immediately caught up in other people's priorities and needs, rather than focusing on your own goals and tasks for the day. Instead, try to begin your day with a proactive task, such as exercise, meditation, or planning out your schedule for the day.

By setting aside dedicated time for emails and avoiding the temptation to constantly check your inbox, you can help ensure that you're using your time and energy in the most effective way possible.

Use Canned Responses

Canned responses are pre-written templates or messages that can be quickly inserted into an email for common scenarios, such as responding to customer inquiries or sending out meeting reminders. This inbox management technique can save you time and help improve consistency in your email communication.

Some email tools like Missive even allow you to customize canned responses with variables to fit each individual situation. By using response templates, your responses are consistent and more detailed since you won't have to write the same email on the fly every time.

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Unsubscribe to Undesired Newsletters

Unsubscribing from newsletters and promotional emails that are no longer relevant or that you no longer have interest in is another email management best practice that can help reduce email clutter and improve your productivity. With fewer unnecessary emails in your inbox, you'll have more time to focus on important messages.

Follow the Two-Minute Rule

The Two-Minute Rule is a popular email management technique that can help you stay on top of your email inbox and prevent it from becoming cluttered with small tasks that can quickly add up.

The basic idea behind the rule is that if an email can be addressed in two minutes or less, you should do it right away.

For other emails, set a pre-determined time every week to handle them. Labels can also be useful for categorizing emails you won't be handling right away and keeping your inbox tidy.

Turn off Notifications

Being bombarded by a constant flow of notifications can really hinder your focus and productivity. Turning off email notifications is a good practice that can help you stay on track with your tasks.

Let’s be honest, do you really need to be notified and take action on your emails as soon as you receive them? Probably not.

So why not go ahead and turn off notifications? This can be done by disabling email alerts entirely or only for periods when you want to be focused. By disabling notifications when you receive emails, you’ll be able to reduce your distractions, making you more productive.

Alternatively, you could use rules to only receive notifications if you receive emails from a specific sender or with a particular subject line.

Leverage AI

Leveraging AI in your email can be a powerful way to save time, improve efficiency, and get more out of your email communications. By taking advantage of advanced features such as smart replies and email categorization, you can stay on top of your email inbox and achieve your goals more effectively.

Most AI email assistants can understand the context of a conversation and provide relevant replies, so you can handle your emails in less time. For example, with the OpenAI integration in Missive, you can generate new emails, replies and translate messages.

Touch It Once

The "touch it once" principle is another popular email management technique that can help you stay on top of your inbox and prevent messages from piling up.

The way it works is quite straightforward:

When you open an email, take action on it right away.

Here's how it works:

1. When you open an email, read it carefully and take action on it right away. This could mean responding to the email, delegating the task to someone else, or archiving it.
2. Avoid leaving emails sitting in your inbox for extended periods of time. The longer an email sits in your inbox, the more likely it is to get buried or forgotten about.
3. If you can't take immediate action on an email, file it away in a designated folder or label, or use the snooze feature to set a reminder to follow up later.

By adopting the "touch it once" principle, you can reduce the need to check your inbox multiple times, which can save time and improve email efficiency.

Use the 4D Method

One email management technique that can help you quickly triage your inbox and stay organized is the 4D method. Here's how it works:

1. Delete: If an email is irrelevant or not important, delete it right away.
2. Delegate: If a communication requires someone else's attention or action, delegate the email to the appropriate person. This could mean forwarding the email to a colleague or scheduling a meeting.
3. Do: If an email can be completed quickly and easily, take action on it right away. This could mean responding to the email, completing a task, or scheduling a meeting.
4. Defer: If an email requires more time or attention, defer it by filing it away in a designated folder or using a task management tool to set a reminder to follow up later.

By using the 4D method to triage your inbox, you can quickly prioritize emails and stay on top of important messages.

Set Specific Times to Check Your Email

Checking your email constantly can be a major distraction and can disrupt your workflow. Instead, try setting specific times throughout the day to check and respond to emails. This will help you stay focused on your work and prevent email from taking up too much of your time.

Choose a schedule that works best for you and your job requirements. For example, you might check your email first thing in the morning, after lunch, and before leaving for the day. By setting specific times to check your email, you'll be able to better manage your time and avoid feeling overwhelmed.

Use To-Dos to Break Emails into Tasks

Using to-do items to break emails into tasks can be helpful and allows you to stay on top of important tasks to ensure that nothing falls through the cracks. Here's a good approach to using a to-do to break emails into tasks:

1. Review your inbox: Identify any emails that require action to be taken. It could include responding to emails, scheduling a meeting, or completing a task.
2. Create a to-do item: Once you've identified an email that requires an action, create a to-do item for it in your task management tool. Be sure to include any relevant information from the email, such as deadlines or important details.
3. Prioritize your tasks: Once you've created to-do items for each email, prioritize them based on urgency and importance. This can help you stay focused on the most important tasks and ensure that you're making progress on your goals.
4. Take action: Finally, take action on each to-do item as quickly as possible. This could mean responding to the email, completing a task, or scheduling a meeting.

Some email clients, like Missive, might even come with task management built-in or offer integration with to-do tools like Todoist to make the process even easier.

Follow-Up on Important Emails

To ensure important emails don't slip through the cracks, it's important to follow up on emails that require a response. One way to do this is by scheduling a follow-up email using email management tools like Missive's auto-follow-up button. However, it's important to give the recipient enough time to respond before sending a follow-up email.

A good rule of thumb is to wait three business days before sending a follow-up email. This shows that you are respectful of their time and not overly pushy.

Set Up Rules and Filters

Setting up rules and filters can be a great way to manage your inbox effectively. Here's a simple framework to get started:

1. Identify the types of emails you receive: Start by identifying the types of emails you receive on a regular basis. This could include emails from specific people or groups, emails with certain keywords, or emails that meet other criteria.
2. Set up filters: Once you've identified the types of emails you receive, set up filters to automatically sort those emails into folders or labels. For example, you could create a filter that automatically labels all emails from a specific sender as "Priority."
3. Adjust your filters as needed: Be sure to adjust your filters as needed to ensure that they are working effectively. This could mean adding new filters, deleting old ones, or adjusting the criteria used to sort emails.

Rules can also be a great way to perform automatic actions to save you time. You can find some ideas for creating rules in Missive's rules and templates feature.

Take Advantage of a Shared Inbox

For teams that need to collaborate effectively and stay organized, using a shared inbox can be a valuable tool. A shared inbox allows for improved collaboration, streamlined communication, task delegation, greater transparency, and improved efficiency.

By using a shared inbox, team members can access the same messages in one place, assign tasks to specific team members, stay informed about important conversations and decisions, and reduce the time and effort required to manage their inboxes.

Overall, a shared inbox can help teams work more effectively together and achieve their goals.

Use Email Signatures

Using email signatures can be a great way to save time and personalize your emails. A signature is a block of text that is automatically inserted at the bottom of every email you send. It can include your name, title, contact information, and any other relevant details.

With Missive, you can create custom signatures that automatically update with your latest contact information. This can help you save time and ensure your contact information is always accurate and up-to-date.

Start a New Email Thread When Necessary

Starting a new email thread when necessary can help you stay organized and avoid confusion in your inbox. When you receive an email on a new topic or subject, it's a good idea to start a new thread rather than reply to an existing one. This makes it easier to keep track of related messages and find specific information later on.

When starting a new email thread, make sure to include a descriptive subject line that accurately reflects the content of the message. This can help recipients understand the context of the email and prioritize it accordingly. Additionally, be sure to address the email to the appropriate recipients and include any necessary attachments or links.

Starting a new email thread can also be helpful when you need to follow up on a previous conversation or ask a new question. By starting a new thread, you can ensure that your message is clear and easy to understand and that the recipient has all the information they need to respond.

Avoid Multitasking

While it can be tempting to try to tackle multiple emails at once, multitasking can actually be counterproductive. Studies have shown that multitasking can reduce productivity and increase the likelihood of errors and mistakes.

Instead of trying to juggle multiple emails at once, try to focus on one email at a time. This will help you stay focused and ensure that you're giving each message the attention it deserves.

Use Tools for Email Management

Using email management tools can be a great way to manage your inbox more efficiently and effectively. There are many tools available that offer a variety of features to help you streamline your email workflow. This software will make it even easier to adopt the best practices we have explored.

Here are some reasons why using tools designed for email management like Missive can be beneficial:

1. Collaboration: If you’re working with a team, you might want to consider a collaboration email client. With a shared inbox, like the one offered by Missive, you can collaborate more effectively with your colleagues, assign tasks, and track conversations.
2. Organization: Email management tools can help you organize your inbox by automatically categorizing messages, creating filters, and highlighting important messages.
3. Efficiency: By using features like canned responses and email templates, you can save time and effort by not having to write the same email over and over again.
4. Reminders: Tools like Missive allow you to set reminders to follow up on important messages, ensuring that nothing falls through the cracks.

By using an email management software you can take advantage of all of these features and more to manage your inbox more efficiently and effectively. If you’re a Gmail user, you might want to look at the best email clients for Gmail.

Conclusion

By adopting these best practices, you can manage your work emails more effectively and improve your productivity at work. Remember to tailor these practices to your specific needs and preferences, and don't be afraid to experiment with new techniques to find what works best for you.

In the world of real estate, email communication is a critical aspect of building and maintaining relationships with clients.

As a realtor, you need to ensure that your email address not only looks professional but also reflects your brand and expertise. While using your broker's email address may seem like a convenient option, it may not provide you with the level of control and flexibility that you need to effectively manage your email communication.

Plus, it comes with a major drawback that you’ll probably want to avoid.

Whether you're a new or an experienced professional, here’s how to properly set up an email address for your real estate agent business to succeed in the competitive world of real estate. We’ll also explore how to properly manage your communication to be able to achieve the holy grail of email; inbox zero.

Should You Use Your Broker’s Email or Create Your Own?

As a realtor, chances are your broker is providing you with an email address that uses their own domain. But should you use it?

The simple answer is:

Don’t use your broker’s email

Instead, consider creating your own email address that you have full control over.

Here’s why:

By using your own email address as a real estate agent you can keep the same email address even if you switch brokers. You’ll also have more control over your email communication with clients.

Some of the drawbacks of using your broker’s email address include:

• If you switch brokers, changing your email address can be a hassle for you and your clients.
• If your broker changes their domain, you'll have to update all of your contacts with your new email address.
• Your broker may use an email provider with limitations, such as a low sending limit or emails that aren't optimized for deliverability.

Creating your own email address can give you more control over your email communication with clients. This way, you can keep the same email address even if you switch brokers.

How to Set Up Your Own Email?

You might be tempted to use a free email provider like Gmail, Outlook, or Yahoo and while it may seem like a great option, you might want to consider the fact that they don’t look professional. Do you really want to have another company name in your real estate email address?

As a client, you would probably think that yourname@yourdomain.com is a lot more professional and inspire trust than yourname@gmail.com.

There are many email providers that let you create a custom email address. You can find one that is easy to use, secure, and affordable.

Choosing Your Realtor Email Address

If you already have a domain, setting up your email address is straightforward. However, if you don't have a website yet, take the time to decide on your business name. Your domain will likely be the name of your business or a variation if not possible.

Before settling on a name or domain, be sure to check your local laws to make sure it's compliant. You want to make sure that the business name you choose suits you as it can be costly and hard to change down the line.

Your email address should be easy to remember and understand. One of the most common practices is:

yourname@yourdomain.com

It’s short, professional, and gives all the relevant information. Since it’s a really popular formula it also is really remembered by your clients or prospects.

You have many variations of this. Let’s use John Doe as the name in the example:

• First name: john@yourdomain.com
• Using your only first name is a great solution for an email address that is easy to remember and friendly, however, if you start having more people joining your company and someone else with the same first name joins, you’ll need to rethink the format
• First name and last name initial: johnD@yourdomain.com or john.d@yourdomain.com
• Using your first name and last name initial is a great solution if you have more than one person at the company with the same first name.
• First name initial and last name: doeJ@yourdomain.com or doe.J@yourdomain.com
• Using your first name initial and last name can be another great solution if you have more than one person at the company with the same first name. However, this format may look less friendly.
• First name and last name: johndoe@yourdomain.com or john.doe@yourdomain.com
• Using your full name can be a great solution if you consider that it represents your brand.

Choosing an Email Provider

Google Workspace

Google Workspace (formerly known as G Suite) offers a professional email service that's easy to set up and use. Prices start at $6 per user per month and include a custom domain, 30GB of storage, and access to other Google apps like Drive, Docs, and Sheets.

To set up your own email with Google Workspace, follow these steps.

Microsoft 365

Microsoft 365 offers an email service called Exchange, that integrates with other Microsoft apps like Office and OneDrive. Prices start at $12 per user per month for access to a custom domain and 50GB of storage.

To set up your own email with Microsoft 365, follow these steps.

iCloud

iCloud offers a simple email service that's free with an Apple ID. However, to take advantage of custom domain names, you’ll need to subscribe to iCloud+ which starts at $0.99 per month with 50GB of storage.

To set up your own email with iCloud, follow these steps.

Your Web Hosting Provider

Many web hosting providers offer email services along with their hosting plans. Prices and features vary depending on the provider.

To set up your own email with your web hosting provider, make sure your web hosting provider offers email services and follows their instructions.

How to Manage Your New Email Address

Once you've chosen an email provider and created your own email address, it's time to think about managing your inbox effectively. Using one of the best email clients for your new Google Workspace (Gmail) or Outlook email address will help you follow email management best practices.

Here are some tips to help you get started:

Use an Email Client Designed for Email Management

Whether you choose Google Workspace (Gmail) or Microsoft 365 (Outlook), using a dedicated email client will make managing your emails much easier. These clients offer features like labels, folders, and search functions to help you keep your inbox organized and find important messages quickly.

Missive, for example, is one such email client that can help you manage your emails more efficiently. With its unified inbox, you can see all your emails in one place, including your Gmail and Outlook emails. Additionally, Missive allows you to collaborate with your team, or delegate to an assistant, assign tasks, and leave comments within your emails, making it easier to work with others.

Create Rules

Rules allow you to automate the process of sorting and filtering incoming messages. You can set up rules to automatically move messages from specific senders to designated folders or apply labels to certain types of messages. This can help you keep your inbox organized and reduce the amount of time you spend manually sorting through your emails.

Rules can also be useful to send out-of-office replies whenever you are not available.

Set Up a Signature

A professional email signature can make a big difference in how you're perceived by others. It's an easy way to provide contact information and add a personal touch to your emails. Most email clients allow you to create a signature that will automatically be added to the bottom of every email you send.

You can include your name, job title, company logo, and contact information, among other things. This can help establish your brand and make a good impression on your clients or customers.

Set Up Response Templates

If you find yourself writing the same responses to certain types of emails over and over again, response templates can save you a lot of time. Most email clients allow you to create templates for common responses, which you can then insert into your emails with just a few clicks.

Some of them, including Missive, let you create a custom template using variables so they can dynamically change depending on the recipient. You can create a template for any type of email, such as a welcome email, a thank you email, or a follow-up email, among others. You can also customize each template to suit your specific needs.

Set Up Auto-Follow Up

It's easy to forget to follow up on emails that you send, especially if you send a lot of messages each day. From leads to potential buyers passing by clients s, setting auto-follow-up reminders can help ensure that important messages don't fall through the cracks.

Most email clients allow you to set reminders to follow up on emails after a certain amount of time has passed. But, some more advanced ones let you create a follow-up email in advance to send in certain conditions that are met. This can help ensure that you don't forget to follow up on important emails.

Connect Your Social Media

If you use social media for business purposes, you may want to consider connecting your accounts to your email client. Some email clients come with advanced features like the ability to connect your social media accounts to receive and respond to your DMs and new posts alongside your emails. This can allow you to receive notifications and respond to messages directly from your inbox.

Connect Your Calendar

Connecting your calendar to your email client can help you stay on top of your schedule. Some email clients allow you to view your calendar events directly within your inbox, and some even allow you to schedule meetings and events from within the email client.

Organize Your Inbox

Keeping your inbox organized is key to effective email management. Consider using labels or folders to group related messages together, and be sure to archive or delete messages you no longer need.

Set Up Collaboration

If you work with a team or an assistant, you may need to collaborate on emails from time to time. A few email clients allow you to share access to your inbox or specific folders with other users, making it easy to work together on important messages. Some of them even let you chat and comment directly in an email conversation on collaborating on drafts like you would in Google Docs.

Add All Your Aliases

If you have multiple email aliases, make sure to add them all to your email client so you can send and receive messages from each of them. This will ensure that you don't miss any important messages that are sent to one of your alternate addresses.

Conclusion

In conclusion, as a real estate agent, having a professional email address is essential to build credibility with your clients and ensuring effective communication. While your broker may provide you with an email address using their domain, it is important to consider the potential limitations and risks of using it.

Setting up your own email address can provide you with more control and flexibility, and there are various options available, such as Google Workspace, Microsoft 365, iCloud, and your web hosting provider.

Once you have set up your email address, using an email client such as Missive can help you manage your inbox more efficiently and effectively. By creating rules, setting up signatures and response templates, using auto-follow-up, and connecting your social media and calendar, you can save time and streamline your email communication.

Remember, your email address is an extension of your brand and should be treated as such. With the right tools and strategies, you can ensure that your email communication reflects your professionalism and expertise in the real estate industry.

You can try Missive for $0 by downloading the app.

Decluttering your inbox can feel like an overwhelming task, especially when you are bombarded with numerous emails on a daily basis.

But, with a few simple tips and tools, you can get your work email organized and under control.

A great way to overcome email overload!

Let's explore the best strategies to declutter your emails and keep your inbox organized.

Tips to Declutter Your Inbox Fast

Here's how you can quickly declutter your inbox and increase your productivity at work.

Unsubscribe from Unnecessary Emails

One of the quickest and easiest ways to declutter your inbox is to unsubscribe from emails that are no longer relevant to you. This includes newsletters, promotional offers, and any other email that you no longer need.

Use the "unsubscribe" link at the bottom of the email or go to the website's "subscription" settings to remove yourself from the mailing list. Alternatively, you can use the unsubscribe button in your email client like Missive.

Create Folders and Labels

Creating folders and labels can help you categorize and focus on your emails. For example, you can create folders for work projects, client emails, and personal emails.

You can also create labels for important emails, such as "Urgent" or "To Do". This way, you can find what you need without having to sift through hundreds of emails.

Use Stars or Flags

Another tip to help you declutter your inbox is to use the "star" or "flag" feature in your email client (star for Gmail inbox, flag for Outlook). 

This allows you to mark important emails from specific senders that need your attention, and keep them separate from the rest of your messages. This way, you can see which messages need your immediate attention, and which ones can wait.

Use Filters

Filters can help you categorize and sort your emails. For example, you can set up filters to automatically move emails from a specific sender or with a certain subject line into a designated folder, or use tools like Clean Email to make the categorization process easier. This can help you keep your inbox organized and free from clutter.

Archive Old Emails

Archiving old emails can help you free up space in your inbox and keep it organized, without deleting them entirely. Archived emails are still accessible if you need to refer to them later, but they are no longer cluttering your inbox.

Most email clients have an "Archive" button or option that you can use to archive emails.

How to Organize Emails to Stay Clutter Free?

Once you've finally decluttered your emails, it's important to keep them clean. Here are some email organization strategies you can use to keep your cluttered mailbox far away.

Use the Two-Minute Rule

The two-minute rule states that if you can complete a task in less than two minutes, you should do it right away. The same rule applies to emails. If you can quickly respond to an email or take action on it, do it right away.

This way, you can clear up your inbox and avoid letting emails pile up.

Turn Off Email Notifications

Email notifications can be a major distraction, especially when you are trying to focus on your work. To avoid being distracted by constant email notifications, turn off your email notifications and check your inbox at designated times during the day.

This will help you stay focused on your work and avoid being sidetracked by emails.

Use Email Templates

Email templates can help you save time and be more efficient when responding to common questions or requests. For example, you can create a template for out-of-office replies, meeting requests, and follow-up emails.

Simply customize the template as needed and send it out. This way, you can respond to emails quickly and avoid having to write the same thing over and over again.

Follow Email Etiquette

We write a lot of emails. That means that we also write a lot of emails that elicit a response, even when we don't really need one. One sure way to have less email is to follow a few simple rules of etiquette.

For example, if you need a response, ask for one. But don't add questions that apply to other topics. You'll find yourself with clutter once more. You'll probably find that emailing at specific times keeps the clutter down as well. If your recipient is in a different time zone, try to email during a period when they'll be able to see it sooner rather than later.

This can help to keep you from waking up to an overloaded inbox of replies from late-night emails.

Use Rules and AI to Automate

No matter which email client you use, chances are that it includes some built-in features to help you automate and filter email. Missive, for example, offers powerful rules that you can use to optimize your workflow or automatically file certain emails into designated folders. Putting these to use can help you keep your inbox clear of clutter, often automatically.

For instance, send all promotional emails to their own folder. Newsletters? They get their own, as well. The only things that should find their way to your primary inbox are emails that are timely, important, and able to be handled soon.

With the power of AI, you can route emails in a way that's custom fit to your business, not just promotional, social, updates and inbox. For example, you want to automatically assign emails of a specific urgency or topic to a given individual, here's how to do that: 

Shared inboxes for shared work

Every business has at least one contact point that is shared (usually it's your support@, info@, or sales@ email addresses). It's very common (and easy) for people to create a personal inboxes for these shared email addresses — but they quickly find that they can't have multiple people successfully work out of those inboxes without overlapping work. P.S. Shared, collaborative inboxes is what we do best at Missive. 

Conclusion

In conclusion, decluttering your inbox can help you increase your productivity, focus on your work, and finally achieve inbox zero. By unsubscribing from unnecessary emails, creating folders and labels, using filters, following the two-minute rule, turning off email notifications, archiving old emails, and using email templates, you can quickly get your inbox organized and under control.

Using an email management software will also help to keep your inbox clean.

FAQ

How do you declutter email fast?

To declutter your email fast, begin by removing newsletters or promotional emails that you no longer want or read. Delete or archive unnecessary messages like spam or outdated ones. Give your inbox a little love by creating folders or labels and setting up filters to automatically sort incoming emails.

Make it a priority to respond to important emails promptly and develop a habit of regularly reviewing and managing your inbox. By following these simple steps, you'll be able to declutter your email swiftly and keep things organized.

How do I declutter my Gmail email?

Decluttering your Gmail inbox is easy. You can use the same steps as you would with any other email client. Start by unsubscribing from newsletters or mailing lists that you don't use. Delete spam and outdated messages. Create labels to categorize emails for easy finding.

You should also consider using a top-notch email client for Gmail that can make your email management a lot easier.