Crafting a better work experience

Do you find yourself overwhelmed by the sheer volume of emails you receive each day? Are you struggling to keep up with the demands of your inbox?

You are not alone!

It can be easy to fall behind on your emails.

Some of you might be looking for a way to have their assistant manage their emails and calendar for them to finally achieve inbox zero.

Fortunately for you, there is a way to make it easier using email delegation. Google introduced Gmail delegation a little over a decade ago to help its users manage multiple email accounts and stay on top of their inboxes.

In this blog post, we will explore how to use Gmail delegation and why it might not be the best solution for you.

What Is Email Delegation?

Email delegation is the process of delegating access to your email account to another person. This allows the delegate to access your inbox, reply to emails, and manage your emails on your behalf. It is a great way to save time and resources, as it allows someone else to handle your emails while you focus on other tasks.

This can be useful in a number of different situations. For example, if you are going on vacation and want someone else to be able to handle your email while you are away, you can delegate access to your account to that person.

To delegate access to your email account, you will need to set up a delegate relationship in your email client. This typically involves providing the email address of the person you want to delegate access to and granting them specific permissions.

Once the delegate relationship is set up, the delegate will be able to access your email account and perform certain actions. This may include reading and responding to emails, managing your calendar and schedule, and sending emails on your behalf.

Email delegation can be a useful tool for managing your email and ensuring that important tasks are taken care of even when you are unable to do so yourself.

It is important to remember, however, that delegation should be used with caution and only granted to people you trust.

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What Is Gmail Delegation?

Gmail Delegation is a feature offered in both the public and the Google Workspace version that allows you to give someone else (a Gmail delegate) access to your Gmail account.

This person can:

• Send and receive emails on your behalf
• Delete emails

However, they can’t:

• Access your account settings
• Change your password

How Is a Delegated Gmail Account Different from a Collaborative Inbox?

A delegated Gmail account allows you to give another person access to your Gmail account, while a Collaborative Inbox is a shared email account that multiple people can access and use to manage email communications.

A delegated account can be useful if you need someone else to manage your email while you are unavailable or if you want to share your Gmail account with someone else like an assistant.

Google Groups’ Collaborative Inbox, on the other hand, is a shared email account that is set up specifically to allow multiple people to access and manage email communications. A collaborative inbox is often used by teams or organizations to manage customer service inquiries or other shared communications. Multiple people can access a shared mailbox to see and respond to emails sent to the alias.

Benefits of Email Delegation

Email delegation has several benefits. These advantages include:

1. Improved productivity: Delegating email tasks to an assistant, for example, can free up your time to focus on other important tasks.
2. Better organization: Delegating email tasks to someone else can help ensure that important messages are not missed and that tasks are done on time.
3. Improved communication: Giving email tasks to someone else can help make sure people get fast answers with the right focus, which can make communicating with customers and coworkers better.
4. Flexibility: Email delegation allows you to delegate tasks even if you are not physically present, making it a useful tool for managing your email while you are on vacation or working remotely.

To summarize delegating emails can save you time, as you no longer have to manage your emails on your own. Additionally, email delegation can help to ensure that important emails are not missed or forgotten.

However, email delegation should be handled carefully and that access is only given to people you can trust. Make sure that expectations and rules for delegates are clear.

It is important to remember that email delegation is not the best solution for shared inboxes. A shared inbox tool is more suitable for your team to collaborate on shared aliases.

How to Set Up Gmail Delegation

Setting up Gmail delegates can be done in only a few simple steps.

If your account is part of an organization, you'll first need to make sure that the Google Workspace admin has turned on email delegation for users.

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.
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.

How Do I Access Delegated Account in Gmail?

To access a Gmail delegated account, you need to be given delegated access by the owner of the account. Here's how to do it:

1. Open your Gmail account and click on the account profile (the circle with a photo or with your initials in it) in the top right corner.
2. In the drop-down menu, select the delegated account you want to access.
3. The Gmail delegated account will open, and you will be able to view and send emails as if you were the owner of the account.

Once the delegated account is loaded, you’ll be able to manage the Gmail account exactly like you would with your account.

How to Remove Delegates Access in Gmail?

To remove delegate access in Gmail, follow these steps:

1. Log in to your Gmail account and click the ⚙️ in the top right corner to open the Gmail settings menu.
2. Click the See all settings button at the top of the sidebar.
3. Select the Accounts and Imports tab.
4. Under the Grant access to your account section click on delete right next to the delegate you want to remove.
5. Confirm that you want to remove delegate access by clicking the Ok button.

The removed delegate will no longer have access to your account and won’t be able to view or send emails from it.

Why Gmail Delegation Is Probably Not for You

There are several reasons why Gmail delegation may not be the best tool for delegating emails. A tool like Missive might be the best solution for your needs.

Here are the main limitations when using Gmail delegates.

1. Can See That It Was Sent by Someone Else

When a delegate sends an email from the owner's account, the recipient will see that it was sent by the delegate and not the owner. This can be confusing and may not be suitable in all cases.

In Missive, emails sent by delegates aren’t different from an email sent by yourself. The recipient won’t be able to know if the email was sent by you or someone else on your behalf.

2. Calendar & Contacts Need to Be Shared Separately

To delegate access to your Google calendar and Google contacts in addition to your emails, you need to grant delegate access to each of these separately. This can be inconvenient and time-consuming.

With Missive, you can share your calendar automatically so the person assisting you can create, respond and manage your events. Contacts contained in a contact book can also be shared with others. You can have multiple contact books if you want to keep some contacts private.

3. Can't Set Multiple Permissions Level

With Gmail delegation, you can only grant delegates the same level of access to all people. You cannot have multiple levels of delegates to manage their permissions like sending and deleting emails on your behalf.

When you grant the delegate access to your Gmail account, you are giving the delegate access to all of your emails. It is not possible to share only specific emails or folders with a delegate.

Missive makes it easy to manage the permissions you give to a delegate. You can give delegate access to certain emails or folders while keeping other emails and folders private. Additionally, you can easily revoke access to emails and folders whenever you need to. This makes it easy to manage and control your emails and folders, even when delegating access to others.

4. Can't Share with People Outside the Organization

Gmail delegation is only available to users of Google Workspace (previously known as G Suite) or Gmail. If you are not using Google Workspace, you will not be able to use this feature. Additionally, you can also only add a delegate within your organization or with a Gmail address if you're not part of one. If you need to delegate tasks to someone outside of your organization or to someone who is not using Gmail, Gmail delegation is not an option.

With Missive you can share your inbox with anyone, there are no restrictions on the email provider you’re using or if the delegates have the same email domain as you.

5. No Collaboration

Gmail delegation does not offer any built-in collaboration features. You and your delegate will not be able to work on emails together in real time. If you need to collaborate with your delegate on emails or other tasks, you will need to use another tool.

With Missive, you can chat with your delegates directly in an email conversation and even collaborate on drafts.

Overall, while Gmail delegation can be a useful feature in certain cases, it may not be the best tool for delegating emails depending on your needs and requirements.

Missive makes it easy and safe to delegate emails. You can decide who to delegate to, what access to give, and what actions are allowed - without having to share passwords.

Explore our ultimate guide to email delegation with Missive to learn how to get started.

Conclusion

Email delegation is a great way to manage multiple email accounts and stay on top of your inbox. You can save time and resources by delegating access to another person while ensuring that important emails are not missed or forgotten. So, if you are looking for a way to manage your emails more efficiently, email delegation may be just what you need.

Customer service has become an on-demand industry. Consumers expect a business to provide self-service options, live chats, and a social media presence. That's on top of traditional channels like email and phone contacts.

Research from Hubspot tells us that 90% of customers expect an immediate response to a customer service email. That means a response in 10 minutes or less. With multiple channels bringing in hundreds or thousands of queries, that's a difficult task.

That's why many businesses have turned to customer service automation to assist. Automating simple tasks is great for efficiency, freeing up human agents for more complex queries. Yet, the personal touch can often be lost with automated responses.

We'll cover what response templates are, some tips on how to create your own to reply with, and we'll even share some of our favorite and most usedemail templates.

What is a Response Template?

A response template is a tool that customer service teams use to bridge the gap between automation and personalization. If you work in customer service, then you know that a lot of simple questions with the same answer get asked every day.

Sometimes, we use automated email responses to tell a customer their customer service email has been received, send out-of-office messages, and so on. They're not very flexible, though.

(And although we love email, they can go way beyond just email templates).

Response templates also use pre-written text to answer frequently asked questions. The critical difference is that a human agent can select a response template, then customize details to personalize it for the customer.

This saves a lot of time writing out similar messages, while still giving the customer a personalized response. Templates can be set up in email clients like Gmail, third-party inbox management apps, messaging services, and more.

We'll be focusing on their applications in customer service. They're not exclusively used for customer communications, though. Managers and trainers also use templates to share information like coaching techniques with employees and trainees.

What is Customer Service Automation?

When we say customer service automation, we're talking about using technology to automate services. Whether it's an helpdesk, a CRM system or a live chatbot, it comes under the same definition if it's automating a customer service function.

Email response templates, or canned responses, can assist your automation efforts.

How Response Templates Benefit Customer Service

Canned responses can be highly effective customer service tools when they're used correctly. Sticking to your customer service best practices will help you design satisfying responses.

Use the principles of customer psychology to anticipate customer needs. Established patterns like reciprocity and the desire for instant gratification can help you predict user behaviors. You can use this to build and refine your solutions over time.

1. Efficiency Savings

Response templates help customer service teams reach peak efficiency. You can use well-tailored responses to improve your automation. This will, in turn, streamline the workload for your human agents.

Using responses that answer questions thoroughly and provide additional resources can cut down on repeat queries. For example, answering the customer's question and then also providing a link to your knowledge base.

When you combine well-designed responses, great customer service agents, and a reliable knowledge base, you can optimize your response times. Your agents can provide solutions to time-consuming, complex, issues while your automation helps with immediate answers.

2. Customer Satisfaction

These faster responsetimes will go towards improving customer satisfaction. So will getting accurate answers the first time. Customer satisfaction relies on more than this, though. Knowing when to use automation and when to switch to bespoke service is vital.

Recent studies from comm100 and Userlike into CX trends and automation tell us some interesting facts. Average Satisfaction rates for bot-chats are 87.58%. Yet, many customers feel bots lack understanding and 60% prefer to wait in a queue to deal directly with a human

There's an opportunity there. The more friction you can remove between automated and human service, the more you can improve customer satisfaction. The customizable nature of response templates is one way you can help bridge the gap.

3. Personalization

Personalized service is something that customers value highly. When customers feel like their issues are being listened to, they're more satisfied. Response templates can help your agents provide fast and efficient support while giving them room to personalize the details.

Delivering proactive support to your customers that is personalized to their needs will help you engage them. This can be important when you're looking to foster customer loyalty and create brand ambassadors.

If you reply to a lot of support emails, here's how we create email templates within Missive to save you a lot of time.

Tips for Creating Customer Service Responses

These are just a few potential applications of response templates. You can use them for a wide variety of customer responses. The important part is making them sound personal and relevant. These are the best tips for crafting your response templates for a better customer experience.

Pro tip: Because customer service emails are most common form of support, we recommended you start with email templates first, then retrofitting them to fit other channels that your support team manages.

1. Keep it Conversational

The whole point of a template is to be useful for as many people as possible. That means you must use simple and clear language when you write a response template. Avoid jargon and sales-speak, and keep the tone conversational.

2. Address the Issue

Make sure that your response addresses the core customer complaint. If there are several issues, address each one. Giving a response that only solves half of a customer's complaint or problem will only lead to unnecessary follow-ups and angry customers.

3. State the Next Steps

Always include what happens next in your reply. Whether that's something you have to do internally or something you need from the customer. Reassurance on timeframes and next steps can cut down on repeat queries, increase perceived product service, and remove anxieties for your customers.

4.  Be Flexible

Using response templates is a balancing act. If you use them for every response, it can start to feel robotic to the customer. A conversation can go many different ways and you can't have a template for every scenario. Make sure you still treat every customer as an individual.

A question like "what is the pricing?" is easy to answer. A template response can still feel more personal than an auto-response with a link to some FAQs. If a customer follows up with a more complex use question, though, it's probably time to start a real dialogue.

5. Test & Improve

Collect feedback from customers, if you have the capability use behavioral data too. You can monitor the performance of your responses. Using KPIs like their impact on customer satisfaction, you can see which responses work and improve those that don't.

Customer Service Email Response Templates

Here are some examples of customer service email response templates that will help with everyday queries.

"How To" Answer & Helpful Follow-up Email

Customized Instant Support Response

Request for Feedback

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Using Templates in Inbox Management Apps

Business is using more remote support than ever. Enabling inbox collaboration through third-party apps is now a common practice. These kinds of apps can help you collaborate with your remote teams and contractors.

Using apps like Missive, you can share your response templates with remote teams, too. This means you can provide a consistent tone of voice and service across separate support channels.

Once you've added your templates to the app, it's as easy as selecting from a drop-down menu to add them to your responses.

Final Thoughts

When it comes to customer service, the most important part is putting the customer first. Data analytics can give you insights into trends, but they can't tell you what customers are feeling. Following these customer service tips for small businesses can help ensure your clients have a great customer experience and turn any angry customer into a potential advocate.

Being open to communication with your customers is the best way to get real feedback. When you have a better understanding of your customer's emotions, you can create more meaningful interactions. Response templates are just a tool to help facilitate those interactions.

As a small business owner, you are probably aware of the importance of offering first-rate customer service to the development and success of your enterprise. It can enhance your entire reputation and brand image in addition to helping you to retain current consumers and draw in new ones.

In today's competitive market, it's important to go above and beyond in meeting the needs and expectations of your customers. In fact, a recent study from American Express showed that 33% of people would consider switching companies immediately after receiving poor customer service.

This article will explore customer service tips for small businesses to provide a top-notch client experience.

Why Is Customer Service Important for Small Businesses?

Most of us know that providing good customer service is important, however, it might be a little harder to express why this is true. By understanding why customer service is important you'll be able to better understand why investing in it is a good idea for your business.

There are 4 principal reasons why investing in customer service might be a good idea for your business.

1. Customer satisfaction & revenue: Providing high-quality customer service leads to increased customer satisfaction, which can lead to loyal customers and repeat business. It can be particularly important if your small business has a limited customer base. A study found that 89% of businesses with customer service that is significantly above average had better revenues than their competitors.
2. Competitive advantage: It would be surprising to learn that your business is in a competitor-free space. Providing exceptional customer support can differentiate your small business from your competitors, giving it a competitive advantage in the market.
3. Brand reputation: Providing high-quality customer service can improve your business's brand reputation, making it more attractive to potential customers.
4. Improve product or service: Providing excellent support can provide valuable customer feedback that can be used to improve your product or service.

Good customer service is essential for providing assistance and support to customers before, during, and after they purchase your products or services. And happy customers are not likely to switch to your competitor.

In fact, a recent study showed that a bad experience will almost make your customer switch to your competitor. The same study showed that 64% of consumers think that pricing is less important than their experience.

While it might be hard as a small team to provide a good customer experience and it can be tempting to automate your customer support, it's important to make sure the interactions you have with your clients provide value and respond to their needs.

Creating a positive reputation for your business is an amazing asset to develop. Indeed, study showed that 72% of customers will share their positive experience with others. After all, word of mouth from happy customers is one of the most powerful forms of marketing.

It's well known by now that keeping customers is better in the long term than continually attracting new ones.  and clients who had a good experience are more likely to stay and repeat their purchase over and over again.

Another aspect of customer service that is less talked about is the fact that it provides a great communication channel with your clients. It can be valuable to gain insight into your product or service from people actually using it and to discover new segments or use cases that you didn't think about in the first place.

What Makes Good Customer Service?

Great client service is only as good as the people delivering it. After all, they are responsible for managing customer interactions and ensuring that clients are happy with their experiences.

To make it efficient, helpful, and personalized, you should follow some key aspects:

• Communication: Being able to effectively communicate with customers, both in terms of listening to their needs and expressing information clearly.
• Empathy: Understanding and being able to relate to the customer's perspective, and showing genuine care and concern for their satisfaction.
• Responsiveness: Being able to efficiently address any issues or concerns that your customer may have, and providing timely solutions. all the new communication channels, people expect faster response time than ever before.
• Problem-solving: Being able to identify and resolve issues and challenges and to provide solutions that are satisfactory to the customer.

But you might be wondering how can you make sure the service you provide actually answers these questions. Well, it has been proven that we're not good at analyzing if the service we provide is good or not. So why not use your interactions with your clients to gain some valuable feedback and work on the parts that could be improved

Overall, great customer care is about making your clients feel valued and satisfied and going above and beyond to meet their needs and expectations. With the customer service best practices, you can ensure that you’re offering a great experience to your clients.

The Best Solutions for Your Small Business Customer Service

A great way to ensure you can offer a great customer experience to your customers is by using customer service software to manage all inquiries. We've already covered the best customer service email software in another article, but here's a summary of the 5 best solutions to help you offer the best customer support.

14 Tips for Successful Customer Service in Your Small Business

As we’ve seen, offering great support is crucial for any small business. We've gartered the best tips that we've observed from our own experience to help you bring your customer service to the next level.

While our goal isn't to help you build a customer service plan from the ground up. We think these strategies will provide a way to implement a consistent and effective way to manage interactions with your customers.

We also recommend you have a look at our best practices for customer service guide to learn more.

Here are 14 small business customer service tips you should start using.

1. Show Love and Care

Showing love and care helps to foster a positive relationship with clients. This can lead to increased customer satisfaction and loyalty, which can ultimately result in repeat business and positive word-of-mouth advertising for your business. Additionally, showing love and care can also help to reduce the likelihood of negative customer experiences, which can damage the reputation of your company.

In a small business, where every customer matters, demonstrating love and care can be a valuable tool for building and maintaining a successful customer service experience.

2. Use Feedback to Improve

It can be beneficial that the feedback from your customers is used by your company to help improve the overall customer experience but also your product and/or service. Your clients are in the best place to let you know what works and what doesn’t with your offer.

You can also use their feedback to develop new features, new products, or new services as you will probably learn what are the limitations they are facing.

3. Offer a Comprehensive Self-Help Resource

According to an article published in Harvard Business Review, 81% of customers attempt to resolve problems themselves before contacting customer service. Creating resources your users or future clients can access 24/7 to solve and answer their basic questions or problems can help your business, no matter what you’re offering.

A comprehensive and easy-to-navigate self-help section on your website can bring many benefits:

• Provide customers with immediate answers to their most common questions, which can save them time and effort to reach out to support. This can also free up your customer service team to focus on more complex and urgent inquiries, allowing them to provide better service to customers who do need to contact them.
• Improve the overall customer experience by making it easy for customers to find the information they need quickly and efficiently. This can reduce frustration and improve customer satisfaction, leading to higher levels of customer loyalty and retention.

A well-designed self-service section on your website can provide numerous benefits for both your customers and your customer service team. However, you should make sure that your knowledge base content stays accurate and that it is updated regularly.

4. Be Effective

Being able to efficiently and effectively solve your customers’ problems and meet their needs is important for small businesses because it helps to improve customer satisfaction and retention.

According to a study done by Statista, 27 percent of the respondents cited lack of effectiveness as the primary cause of their customer service frustration.

When customers feel like their issues are being addressed in a timely and satisfactory manner, they are more likely to continue doing business with the company.

Try focusing on effectiveness in your customer interactions instead of just trying to resolve the most tickets in the least amount of time. This way, you can avoid frustration from your clients.

5. Give the Same Level of Support to All Customers

Giving the same support to the smaller clients as you would for the bigger ones can be beneficial for your business. Often the smaller ones are the most public in their praise and love for your product.

Small businesses often rely on word of mouth for their reputation, and if a small customer feels neglected or not valued, they are more likely to speak negatively about your business to others. On the other hand, if a small customer feels valued and receives excellent customer service, they are more likely to spread positive word of mouth and potentially bring in more business.

Giving the same level of support to all customers also shows a level of fairness and consistency, which can improve customer satisfaction and loyalty. Customers are more likely to continue using a business if they know they will receive the same level of support every time.

Furthermore, as a small business, you probably have limited resources and may not be able to offer different levels of support based on the size or value of a customer. Treating all customers equally allows your company to utilize its resources efficiently and effectively.

6. Follow-Up with Customers

Following up with customers has been a big win for us at Missive since the very beginning. When you’re small, you don’t have all the features that some of your bigger competitors might have.

We’ve followed up on emails 2+ years old. People were a lot more impressed that we did follow up after all this time than annoyed, especially since we were shipping a feature they wanted or that blocked them to try Missive to begin with.

7. Be Honest

Honesty is a crucial aspect of excellent customer service because it helps to build trust and credibility with your customers. When you are upfront and transparent about your products and services, customers are more likely to feel confident in their decision to do business with you.

If one of your customers has a problem or complaint, it is important, to be honest about the situation and take steps to resolve it in a timely and satisfactory manner. It demonstrates a commitment to customer satisfaction and can help to prevent negative reviews or complaints from spreading.

At the very beginning of Missive, we weren’t afraid to refer people to competitors. That is also when follow-ups are important. You have some leads that you have redirected somewhere else, but you know you can eventually reach back with a good chance to convert.

Being honest means being upfront about your products and services, including any potential limitations or restrictions. It also means being open and honest about any mistakes or issues that may arise and working to resolve them quickly and fairly.

8. Be Responsive and Available to Customers

According to HubSpot Research, 90% of customers say “immediate” responses to customer service questions are important or very important. In addition, according to 60% of customers, "immediate" means within 10 minutes.

While answering all customers’ questions within 10 minutes might be hard for a small business with limited resources, it is still important to be responsive and available to your clients.

When customers feel like they can rely on a company to quickly and efficiently address their needs, they are more likely to return and recommend the business to others.

Additionally, being responsive and available can help small businesses to identify and resolve customer issues more quickly preventing small issues from turning into larger problems that may be more difficult and costly to fix.

At Missive, we rarely have emails sit in the team inbox for more than a few hours. The right balance between immediate (a lot of questions get answered by themselves if you give people a bit of time and good self-help resources) and too long (you do want your customers to feel like you’re dedicated and responsive) has to be found.

Overall, being responsive and available to customers is an essential part of providing good customer service, and it is especially important for small businesses that rely on customer loyalty and repeat business to thrive.

9. Don’t Get Overwhelmed

Getting overwhelmed by the support of customers’ requests can result in poor communication, slow response times, and a lack of attention to detail. This can lead to frustrated customers who do not feel valued or heard, which can ultimately harm the reputation of your business.

At Missive, it’s been a tremendous weight off our collective shoulders when we started using assignments to stop receiving replies that were assigned to someone else. We know we’re all always a single @mention away.

With good customer service collaboration, team members are not overwhelmed. They can take the time to fully understand customer needs and provide personalized, efficient solutions leading to increased customer satisfaction and loyalty.

10. Know Your Product

As a small business owner, you probably know your product or service down to the last detail. But by making sure your team is knowledgeable about your product or service, they will be able to better understand and address customers’ questions and concerns. This can help to build trust and confidence with clients.

Knowing your product also allows you to be proactive in addressing potential problems or issues that may arise. If you are familiar with the product or service, you can anticipate potential issues and work to prevent them from occurring. This can save you time and resources, as well as improve the overall customer experience.

In addition, having a deep understanding of your product or service allows you to better tailor your customer service to the needs of your customers. You can offer personalized recommendations or solutions based on your knowledge of the product or service, helping to improve customer satisfaction and loyalty.

11. Offer Personalized Service

By treating your customers as individuals rather than just a transaction, you can differentiate yourself and stand out from competitors. This means going above and beyond to ensure that each customer feels valued and appreciated. Taking the time to understand a customer's unique needs and tailoring the service to meet those needs can help build strong, long-lasting relationships.

When a customer feels like they are being treated as an individual rather than just a transaction, they are more likely to return to your business in the future. This helps to increase customer retention and can ultimately lead to increased profits.

12. Be Present on Multiple Communication Channels

Having a presence on multiple communication channels allows customers to choose the method that they feel is most comfortable and convenient to use.

A study from Statista found that 42% of customers prefer calling, 20% prefer emailing, and 38% prefer digital channels to contact customer service.

Depending on the industry, these numbers can change. And chances are, if you’re a SaaS, emails will be among the preferred methods to get support.

Being available on multiple platforms, like email, SMS, live chat, phone call, and social media is a great way to build a good relationship with clients.

13. Use Canned Responses

Adding a response to a draft is really easy with the search option.

You are probably getting a lot of the same questions over and over again and manually answering all of them can be time-consuming, especially for a small team. Canned responses are a great way to make replying to these emails a lot faster.

Templates also allow you to ensure that all responses to common questions are consistent and that your customers receive the same level of service and information no matter who they are interacting with within your business.

Using canned responses can also free up time for your team to focus on more complex or unique customer inquiries, allowing for better and more efficient customer service overall.

However, as we’ve seen in the previous tip, personalized service is the key. It’s best to personalize these templates with variables to make your reply more friendly.

14. Use the Right Tools

Using internal tools for customer service can greatly improve the efficiency and effectiveness of the support provided. With good collaboration software for small businesses such as Missive, you and your team can easily work together to track and respond to customer inquiries, resolve issues more quickly, and improve overall customer satisfaction.

Overall, using technology can help you provide better, faster, and more personalized service, which can lead to increased customer loyalty and ultimately, more business for your small company.

There are many tools and platforms available that can help your business improve its customer cares, such as live chat, a customer relationship management (CRM) system, and a messaging system.

These tools can help you to respond to customers quickly and efficiently but having to switch between all these apps can be counterproductive. With Missive, you can gather all your communications channels in one collaborative communication tool that integrates many other tools you might already be using.

Conclusion

In order to maximize customer satisfaction, gain a competitive edge in the market, build a favorable brand reputation, and develop your products or services, exceptional customer service is crucial for your company. Effective communication, empathy, responsiveness, and problem-solving are all key components of a positive customer experience.

By implementing the 14 tips discussed in this article, you can improve customer service and provide a top-notch experience for your clients.

Have questions on how can Missive help your business? Read how LANDR is using Missive to solve customer inquiries efficiently or book a demo!

Microsoft Outlook shared inbox rules are one of the oldest features of the software. They allow users to set certain rules and actions for new emails that land in the inbox. These rules can be used to delete certain emails, move them to a specified folder or reply to emails.

But creating rules for a shared mailbox in Outlook (part of Microsoft 365) isn’t the most straightforward process.

In this blog, we’ll take a look at how these rules can be set up, the most common problems with shared mailbox rules in Outlook and how can Missive could be a better alternative.

How to Create Rules for a Shared Mailbox in Outlook?

Rules in a shared Outlook mailbox are a great way to allow your team to manage incoming emails in a team inbox.

You can create rules to send emails to the right folder to remove certain people from emails so they are only viewed by the right member of the team.

To create rules for a shared mailbox in Outlook, you will need to have full access to the mailbox and be able to log in to it.

If you don’t already have a shared mailbox, follow these instructions first to create one.

Creating Shared Mailbox Rules on Outlook on the Web

To create rules in Outlook on the web you’ll need to open a shared mailbox in a new browser’s window. To do so:

1. Sign in to your Outlook 365 account on the web.
2. Click on your name in the top right corner of the window.
3. Click on Open another mailbox...
4. Choose the shared mailbox in which you want to add rules by entering its email address.

With that shared mailbox opened you can set up a rule by doing as follow:

1. In the setting menu ⚙️ located on the top right, select the  Inbox and sweep rules in the Mail > Automatic processing section.
2. In the Inbox Rules window click on the + to create a new rule.
3. Name your new rule.
4. From there you can create your rule and set up the conditions, exceptions, and actions you want it to accomplish.
5. When you’re done, click on Ok to save.

Creating Shared Mailbox Rules on PC and Mac

Outlook 365 on PC

1. On your PC, open the Outlook app.
2. In the menu bar click on File and then select Manage Rules & Alerts. You can also access this menu by clicking on Rules and Manage Rules & Alerts in the Outlook ribbon
3. In the new window, select the shared mailbox from the menu named Apply changes to this folder.
4. Create a rule by clicking on New Rule.

Outlook 365 on Mac

This menu is only available for managed accounts.

1. On your Mac, open the Outlook app.
2. From the menu bar, select Tools > Rules.
3. In the new window, you’ll be able to select the shared account to which you would like to add a rule.
4. You can then select the type of information you want, such as From, Recipients, or Subject, by clicking on the arrows in the first box. Make sure to select all the conditions for your rule.
5. You can add terms by clicking on Add search terms. Add each term you want to the search list.

Can Microsoft Outlook or Office 365 Rules Be Shared?

Microsoft Outlook and Office 365 (recently renamed Microsoft 365) individual rules can be shared with other users in your organization. To do this, you can use the "Rule Sharing" feature in Outlook, which allows you to share your rules with other users in your organization.

On the other hand, rules created for shared mailboxes are already shared among all team members as they are assigned to the specific mailbox. The rules can be created, modified, and deleted by any member of the mailbox as long as they have Full Access permission.

Rules to Manage Your Outlook Team’s Shared Mailbox More Easily

Note: These rules are applicable to those running the old Outlook. The new Outlook removed certain functionality, including rules that customized sounds and printed emails.

1. Send Automatic Replies to Emails

Setting up a rule to automatically reply to certain incoming emails can help you and your team. It can be especially useful to set up for a support inbox as it will let know your customer that you’ve received their messages and that you’ll get back to them as soon as possible.

To do so:

1. In the Microsoft 365 portal, click on Groups and then Shared mailboxes.
2. Select the shared mailbox you want to set up an auto-reply to.
3. On the right of the menu, click on Automatic replies.
4. Write the reply you want to be sent automatically.

2. Filter emails coming to a shared email alias in folders

Some shared email aliases are really general and broad. It can be useful to filter incoming emails into categorized folders to improve your team's efficiency.

To do so:

1. Create a new rule by following the steps above.
2. As the condition select Move messages with specific words in the subject to a folder as the template and click on Next.
3. Next, select the condition you want to be met for this rule to apply. For example: with specific words in the subject. Once selected click on Next.
4. Next, we want to select the action the rule will perform. This time let's select: with specific words in the subject. Click Next.
5. Lastly, you can select an exception when you don’t want to apply. If you don’t want an exception, click on Finish without any options selected.

3. Automatically Filter out These Annoying Outreach Emails

Like almost anyone at this point, your inbox is probably bombarded with unwanted or annoying outreach emails

There are a few different approaches you can take to automatically filter them out. The most commonly used is to use a spam filter, which can automatically identify and move spam emails to a separate folder or mark them as spam. Most email providers, like Outlook, include one built-in.

But some of them still manage to slip into the cracks. Another approach you can take is to create custom rules in Microsoft 365 to automatically move or delete emails that match certain criteria.

To do so:

1. Create a new rule by following the steps above.
2. As the condition select Move messages with specific words in the subject to a folder as the template and click on Next.
3. Next, select the condition you want to be met for this rule to apply. For example: with specific words in the subject. Once selected click on Next.
4. Next, we want to select the action the rule will perform. This time let's select: with specific words in the subject or body. Click Next.
5. Enter the words you want to trigger the rule, such as "outreach" or "sales pitch".
6. Lastly, you can select an exception when you don’t want to apply. If you don’t want an exception, click on Finish without any options selected.

Common Problems with Shared Mailbox Rules in Outlook

There are several common problems that users may encounter when working with rules in a shared mailbox in Microsoft Outlook.

The most common problems tend to be related to permissions and configuration, and can usually be resolved by an administrator with the appropriate knowledge and experience.

1. Inability to create or modify rules: In some cases, users may not have sufficient permissions to create or modify rules in a shared mailbox. This can be due to the mailbox being set up with the wrong permissions, or the user not having the appropriate permissions.
2. Rules not applying to all messages: If the user has created a rule that is supposed to apply to all messages in the mailbox, it may not be triggered for messages sent to a specific email address or folder. This can be due to a misconfiguration of the rule, or the mailbox not being set up properly.
3. Rules not working properly: In some cases, rules may not work as intended, or may not be triggered at all. This can be due to a number of factors, such as incorrect settings or conflicting rules.
4. Inability to customize rules for individual users: Shared mailbox rules are typically applied to all users, which may not be suitable for everyone.
5. Potential for rule conflicts: Shared mailbox rules may overlap or conflict with each other, leading to unexpected behavior or incorrect application of rules.
6. Not enough space: Outlook's inbox rules are limited to 256 KB in both the web and desktop apps. You will need space in your mailbox for each rule you create. The space limit only applies to enabled *inbox *rules.

Even if you’re following the shared mailbox best practices and setting up rules correctly in Microsoft 365, it can be hard to manage all your team inboxes in Outlook.

How Do Missive Rules Compare to Shared Mailbox Rules in Outlook?

Outlook rules are a good way to manage shared mailboxes, but they are not the most straightforward to set up and are, not to say the least, basic. When trying to manage a shared inbox, team collaboration and workflow efficiency is the key to success.

Missive rules are a powerful way to automate your team's workflows. They work the same way Outlook 365 rules and Gmail filters do. When the rule conditions are met, the automated actions defined on the rule are triggered.

However, as opposed to Microsoft 365 rules, they can be executed when any message, let it be an email, SMS, tweet, DM, Facebook message, WhatsApp, or Missive Live Chat comes in or out of your inbox. They can also be defined by some user actions like applying/removing a label, changing the status of a conversation (assigned/closed/reopened), or posting a new comment in a conversation.

In addition, Missive offers a powerful way to use rules for better teamwork and productivity. For example, you can:

• Round-Robin assignment to only employees online: With rules, you can automatically assign conversations to selected coworkers on a cyclical basis. Incoming conversations are rotated to online team members in the order they are received.

• Make sure all emails get a reply on time: With time-based rules, you can respect your Service-level agreements (SLA). Rules can notify stakeholders when a message hasn’t been answered in the appropriate time and send auto-response messages to customers when the SLA has been breached.

• Automatically assign sent emails to authors: With rules, you can auto-assign emails to the author. It can be useful if many employees send cold emails to customers using a common shared email account. By doing this, if the recipient replies, only the author will receive it in their inbox.

• Add special notes to communication: With a simple rule, you can automatically add a note to each email. People in the team can use this information to better meet the needs of that customer.

There’s also the possibility of creating custom rules to automate your workflow. We’ve compiled a list of 15 templates to help you get started.

Missive recently added AI to Rules—now, the possibilities are endless.

Two Real-World Examples of AI Rules

To show the range of Missive's AI Rules, we'll share a simple and complex example to spark your imagination.

• Simple: Identify AI-written emails, label it, and remove it from your Inbox:

• Complex: Identify if an email is about buying or selling. If buying, trigger a pre-defined set of actions (add a label, assign to certain people, generate tasks, and summarize the email in note):

We look forward to seeing what you come with using Missive Rules! 

Still have questions? Learn how Canny’s team is taking advantage of Missive’s rules to be more efficient with their inbox or book a demo!

Technology has provided us with an array of channels through which to communicate. But this has given rise to a very modern dilemma: which one should you use when contacting your customers?

Today’s customers are hit with a barrage of information on a daily basis.

We all know the feeling of plowing through a bulging inbox each morning. We’re often selective about which to respond to, which to send straight to junk, and which to consign to the ‘do later’ stack.

Inevitably though, those never get done later. By the time you get around to it, there’s another stack of fresh emails to sift through. Sound familiar?

With that in mind, as a business, you must ask yourself whether adding to your customer’s neverending inbox is the optimum way of contacting them.

Maybe a quick call would be better? Or perhaps a text message?

The method of communication you choose could be the difference between a positive customer experience and a negative one.

In fact, a study by McKinsey & Company showed that one organization that redesigned its customer experience culture identified opportunities to improve profits by 15 to 20%.

Choosing the right method of communication plays a key role in creating a positive customer experience. So which one should you choose when contacting your customers?

Let’s take a look at the benefits and drawbacks of each.

Business Communication Methods

You might be wondering whether you even need all three types of communication today. In short, the answer is yes.

While methods such as phone calls and text messages may seem outdated, they still have a big part to play in today’s business world, especially when it comes to communicating with your customers.

It’s true that anyone under the age of 20 may snigger at the very idea of email – sarcastically referring to it as ‘snail mail’, perhaps throwing in a comment along the lines of “nobody uses that these days”. But it still plays a leading role in business communications.

Text, emails, and calls all have specific functions and, at least in the short- to medium-term, are here to stay.

The key is to learn when best to use them!

This may feel overwhelming at first. So rather than spending hours stewing over email best practices, let’s take a look at the different options for using each when contacting your customers.

Text vs Email vs Call

When considering the debate of text vs. email vs. call, a good place to start is by taking a close look at the pros and cons of each.

You may realize that there are far more pros than cons with all of these methods of communication. Even if you get things wrong, it’s unlikely that they will be terribly wrong.

Text Pros and Cons

While text messaging may seem unfashionable – something associated with a phone the size of a small car and performed by someone wearing very 1990s attire – you may be surprised to learn that its popularity is actually increasing.

Why? Because of its convenience, high response rates, immediacy, and scalability.

Texts are also fast, easy to reply to, inexpensive, and allow the customer to respond in their own time. Plus, the majority of customers read text messages.

What’s not to like?

Well, the cons include a limited character count, difficulty in conveying voice, and lack of security.

What’s more, it’s tricky gaining a positive reaction from a limited text message, and they can come across as very impersonal, particularly if sent in bulk.

That said, there are ways to overcome this. You may want to consider getting a text messaging service for businesses that can help with how your organization handles this part of your operations.

Email Pros and Cons

As you’ll know from your daily business interactions, email is a huge part of professional communication today.

Emails are excellent for record-keeping, which can be vital as evidence in case of a dispute. They’re also scalable, have unrestricted timing, and are cheap.

If you send out a lot of emails, a good email management software will help your teams collaborate efficiently. This is particularly important for staying on the same page when more than one person may have to contact the same customer.

Missive’s team inbox and chat app allows teams to collaborate around email

But it’s not all a bed of roses. As a consumer, you’ll no doubt have found yourself frustrated by an email. They can be impersonal, get buried in your spam, or arrive at an inappropriate time.

As a business, you may face the same challenges. When contacting customers, you cannot be sure they’ve received the email until they respond. Plus, if you send them too often, many people will stop paying attention.

Call pros and cons

While phone calls may seem like old news, they remain the ultimate form of personalized communication.

Depending on the nature of your business, it’s likely that not all of your customers will be tech-savvy millennials. So maintaining a healthy level of customer contact over the phone remains vital.

If you need to explain complex issues, nothing beats a phone call. Once you have the customer on the phone, you can have an immediate back-and-forth to ensure all details have been fully understood.

Phone calls are also less intimidating as they’re more like ‘real-world’ conversations. They’re also safer; you can verify exactly who is receiving the message.

But as with everything, calls do have their downside. They’re not scalable, are time-consuming, and are easy to ignore. Plus, the customer must be available and will have to stop what they’re doing to take the call.

With that in mind, if you’re a bigger organization that handles large volumes of calls, a strong VoIP for enterprise phone system is essential.

When to Use Each Type of Communication

A large part of deciding which type of communication to use is selecting the one that is most appropriate for each circumstance.

Let’s take a look at when (and when not) to use each method.

Quick and Concise

As mentioned earlier, business texting is actually increasing in use. It’s brief, to the point, and crystal-clear. It’s unlikely that a text message has left you scratching your head, right?

This ease of use means texting is most appropriate for short communications, such as sending out passcodes or informing a customer their online payment has been received.

When considering whether to send a text, determine if the message requires a response. If your answer is no, a text is probably your best bet. If the message requires a simple yes or no response, then texting is also appropriate.

Texting is best avoided when contacting new customers as it’s impersonal. Keep in mind as well that due to the lack of security, texting is inappropriate for sending confidential or sensitive information.

Elaborating on a Message

Emailing is such a big part of our daily business communications that we barely give a second thought as to whether it’s appropriate or not in any given situation.

So what is the ideal situation? Emails are great when you don’t need an immediate response. For this reason, many customers favor them as they can reply in their own time.

Emails also give you a chance to showcase your brand. You could even create a dynamic email signature to create a clear and memorable brand identity.

Emails are also appropriate if you need to send links or attach files. They are far more detailed than texts and will leave a lasting record that both you and your customers can refer back to.

So you could consider using emails to send documents, engage with leads or provide customers with delivery updates.

On the flip side, if your communication requires an urgent response, an email shouldn’t be your first port of call.

Additionally, if the communication is confidential or your previous emails have gone unanswered, consider a call instead.

Making it Personal

In the high-tech modern environment with its plethora of communication channels, it may seem surprising that an old-fashioned phone call is still in vogue.

But sometimes people just need to hear another human voice. As a result, those old-fashioned phone communications remain relevant in the age of multimedia.

In the business world, phone calls are still the optimum method of communication for when you need an immediate answer or to convey an urgent message. For example, if you need to change or even cancel an appointment, phone calls are your friend.

There’s no limit to a phone call and you can more clearly convey your message. For that reason, calls are great for clarifying points that your email communication has failed to get across or following up on unanswered emails.

Given their personal nature, phone calls are also the optimum way for conveying confidential information, taking customer feedback, or persuading leads to take that vital next step.

However, calls can also be inconvenient, particularly if they come out of the blue. So be sure to call people at appropriate times of the day and keep calls concise to avoid wasting customers’ time.

Contact Your Customers the Right Way

When deciding which type of communication to use for a given scenario, it comes down to a three-pronged attack.

1. Evaluate the pros and cons of each method.
2. Consider which is the most appropriate for each scenario.
3. Confirm your communication method based on the findings of your appraisal.

Maintaining contact with your customers is an integral part of any business. By choosing the best method for each individual situation, you can ensure a positive customer experience.

Taking Advantage of Emails, Texts, & Calls in One PlaceThere's no need to juggle multiple communication apps when you can take advantage of emails, texts, and calls all in one place. With Missive and the Dialpad integration, you can take advantage of Missive's intuitive UI and the powerful Team Inboxes to manage and collaborate on all your communications without having to constantly switch between different apps.

Being able to easily keep track of all your conversations and messages in one place and collaborate with team members on customer communication is a major productivity boost.

Interested in seeing how can Missive help your teams collaborate better and be more productive? Book a demo today!

We all get submerged with tons of emails every day. And for many of us managing them and keeping an inbox free of clutter can be daunting. Unfortunately, the more we postpone the task the worst it gets.

Luckily for us, a lot of techniques and tools have been developed to help us overcome this challenge, but one, in particular, has become the go-to for a lot of people.

The inbox zero method!

In this article, you will learn about the benefits of achieving and maintaining inbox zero, the steps and strategies you can follow to master it, and the tools you can use to stay there.

What is Inbox Zero?

Inbox zero is a popular email management method aiming to help you keep your inbox organized and free of clutter by responding to or deleting emails as quickly as possible. The goal is to help you manage your email more efficiently, and reduce the stress and anxiety associated with having a cluttered inbox by keeping your inbox empty or almost empty at all times.

The inbox zero method was first introduced by Merlin Mann on his website 43 Folders. However, the technique gained traction when Mann gave a talk in 2007 at Google Tech Talk. He explained how inbox zero could be used to help people manage their email.

The talk and subsequently the inbox zero method become so popular that a movement around this email management method to stay organized and manage email emerged since then.

On his blog, Mann published five principles to explain the concept:

1. Not all emails are equally important: Don't treat every email like it's urgent. Instead, focus on the few messages that matter the most.
2. Your time is valuable and limited: Don't try to respond to every email. Accept that you have more work than time and use time management strategies accordingly.
3. Shorter email responses are often better than longer ones: Avoid sending lengthy emails that waste time and don't add value.
4. Don't feel guilty about having a lot of emails in your inbox: It's common to have a full inbox, so focus on cleaning it up instead of feeling bad about it.
5. Be honest with yourself about your priorities and how much time you have: Don't pretend that you'll respond to every email when you know you won't. Instead, be realistic and focus on what matters most.

While a completely empty inbox may seem impossible, many people would argue that the core idea behind the inbox zero method isn't necessarily about having an inbox containing zero emails at the end of every day anymore. The goal is more about being able to deal with the constant stream of emails without having to stress or put too much focus into it.

With the right steps and strategies that we’ll explore below, you'll be able to achieve stress-free email management.

Is Inbox Zero a Good Idea for You?

Inbox Zero isn’t just good for your inbox.

According to a study by Atlassian, over-reliance on email to collaborate with team members is consuming a lot of our time in a workday.

The same study showed that we receive on average 304 business emails a week, look at our inbox on average 36 times per hour, and that it takes approximately 16 minutes to refocus after handling emails.

That's a lot of time wasted!

Being more productive and efficient with emails also helps you be more productive in your other tasks.

Benefits of Achieving Inbox Zero

While achieving inbox zero can prove challenging, it can also be extremely rewarding.

There are many benefits to achieving inbox zero, including:

• Improved focus and less stress
  
  For starters, achieving inbox zero can help you stay organized and on top of your emails. By responding to or deleting emails quickly, you can keep your inbox clean and organized. This can help you stay on top of important emails and make it easier to find emails when you need them.
• Increased productivity
  
  Achieving inbox zero can also help you be more productive. By responding to emails quickly and efficiently, you can free up your time to focus on important tasks and projects. This can help you get more done in less time, which can lead to increased productivity.
• Better organization
  
  Finally, achieving inbox zero can help you reduce stress. By responding to emails quickly and efficiently, you can avoid feeling overwhelmed by your inbox and reduce the stress caused by email overload.

How to Master the Inbox Zero Method?

With so many benefits let's explore how to master the inbox zero method. Here are the steps and productivity tips you can use to achieve and maintain inbox zero.

Steps to Achieving Inbox Zero

1. Unsubscribe from any email lists or newsletters that you no longer need or want

The first step to achieving inbox zero is to unsubscribe from any newsletters or email lists that you no longer want to receive. This can help reduce the number of emails you receive, making it easier to keep your inbox organized. You can use unsubscribe tools, do it manually via the link in each email, or use an email client, like Missive, with an unsubscribe button to easily send remove your address from the list.

2. Create folders or labels to organize your remaining emails

The next step is to create folders or labels to organize different types of emails. This can help you quickly find emails when you need them and keep your inbox organized.

3. Creating rules or filters to automatically sort incoming emails

The third step is to create email filters or rules to automatically sort incoming emails. This can help you quickly sort emails into their respective folders or labels so you don’t have to manually sort them every time.

4. Process each email in your inbox

According to the technique developed by Merlin Mann, each time you receive an email you should:

• Delete or achieve: If the email is no longer relevant or necessary, delete or achieve it if you might need it later.
• Delegate: If the email requires someone else or can’t be handled by you, delegate it to the appropriate person.
• Respond: If the email can be answered quickly and easily, respond immediately.
• Defer: If the email requires a longer or more involved response, or it needs a follow-up later, schedule time on your calendar to deal with it later.
• Do: If the email can be handled quickly and easily, do it immediately.

By following these steps and regularly checking and processing your email, you can maintain an empty inbox and stay on top of your email communications.

Strategies for Staying at Inbox Zero

Achieved inbox zero is great, but staying with an empty inbox is another challenge.

To make sure you’re staying on top of your emails and that your inbox doesn’t fill up again here are some strategies you can use to stay at inbox zero.

1. Use the two-minute rule. This rule states that if an email can be dealt with in two minutes or less, do it. This can help you respond to emails quickly, so they don’t pile up in your inbox.
2. Use the “touch it once” rule. This rule states that if you open an email, you should respond to it, delete it or archive it, defer it, or delegate it. This can help you quickly deal with emails and keep your inbox organized.
3. Use the “no cc” rule. This rule states that if you’re not the primary recipient of an email, you should not respond to it. This can help you avoid unnecessary emails in your inbox and keep your inbox organized.
4. Limit the amount of time you check your inbox every day. Checking your emails once every hour or more for a few minutes is enough.

Email Management Tips for Achieving Inbox Zero

In addition to the steps and strategies listed above, there are also some email management best practices you can use to help you achieve and stay at inbox zero. Here are some tips that can help:

1. Use an email client that allows you to quickly sort and organize emails. This can help you quickly sort emails into their respective folders or labels and make it easier to find emails when you need them.
2. Use the “snooze” feature to temporarily hide emails. This can help you hide emails that you don’t need to respond to immediately but might need to reference later.
3. Use labels to quickly organize emails. This can help you quickly find emails when you need them and make it easier to stay organized.
4. Use canned responses to quickly reply to emails. This can help you respond to emails quickly and efficiently, so they don’t pile up in your inbox.

Tools to Help You Achieve Inbox Zero

There are a number of email management software that can help you achieve and stay at inbox zero. Email clients like Microsoft Outlook, Apple Mail, and Gmail can help you quickly sort and organize and manage emails.

For example, here’s how you can achieve inbox zero with Gmail:

By taking advantage of a few basic Gmail functionalities you can declutter your mailbox:

• Take advantage of folders to categorize your emails
• Set up rules to filter incoming emails
• Sort messages with snooze, labels, and archive

But what about when you need to also manage shared mailboxes?

A tool like Missive can help you quickly respond to emails, stay organized, and achieve inbox zero while collaborating with your coworkers.

Second, there are productivity apps like Todoist, Evernote, and Trello. These apps can help you manage tasks and projects, so you can focus on responding to emails and achieving inbox zero.

How to Use the Inbox Zero Method with Missive?

We believe Inbox Zero is intended to make you more productive, not a slave to your inbox.

These tips are unique to Missive because we throw a collaborative aspect into the picture. Interesting right?

1. Check emails in batches

You can limit to getting 2 or 3 batches of emails per day. This will immediately free up dozens of minutes of your day. We wrote a popular blog post entirely dedicated to this topic.

Batching emails in Missive is quite easy. You can create rules to define when emails should land in your inbox.

When enabled, all emails arriving between 12:00 AM and 7:59 AM won't show up in your inbox until 8:00 am.

2. Use labels to organize your emails

By creating an organizational system, you can prioritize messages to easily know what should be worked on first. The system can be as meticulous or simple as you want.

We suggest a product management prioritization framework named the MoSCoW method. It helps you categorize emails into four unambiguous labels:

<div class="process-container label-container">  <div class="label-example red-label"> Must respond</div>  <div class="label-example yellow-label">Should respond</div>  <div class="label-example blue-label">Could respond</div>  <div class="label-example gray-label">Won't respond</div>

• Must respond: Emails that need to be dealt with, the non-negotiables. Otherwise, your email organization can suffer.
• Should respond: These are less time-sensitive than the "must haves", but can be as critical. Not answering them promptly won’t affect your business, but you do need to work on them eventually.
• Could respond: These emails could be answered if you have some spare time, nothing critical.
• Won't respond: Emails that have no impact on your work, just discard them.

In Missive you can create labels and sub-labels in the blink of an eye. But even more interesting, you can create sharedlabels. These can be shared across different teams, coworkers, or through the entire organization!

3. Delegate when possible

Using the prioritization method above, try to delegate your "could respond" emails to an assistant or someone in the team that can speak on your behalf.

In Missive you can seamlessly pass the baton to a colleague or assistant with the click of a button. You can even chat inside emails to let others know how a message should be dealt with. If you want we have an in-depth article about delegating to an executive assistant.

You can also easily delegate your calendar for someone else to manage!

4. Limit or eliminate your newsletter subscriptions

Take back control of your inbox and try unsubscribing from most newsletters.

In Missive you can create groups of contacts and then rules to automatically trash emails coming from them. You can create a group named "Spammers" and then a rule to delete emails from them. This is how you can build that rule:

5. Screen emails from strangers

Have a place where emails from strangers arrive, without email notifications. You can screen them and allow important ones to reach your inbox. This is a little different from a spam filter since these emails are not discarded immediately.

Not a lot of email clients have the power to offer this, but Missive does. You can achieve this by creating a rule like this one:

All emails coming from people outside your contact book will be removed from everyone’s Inbox and labeled “To Screen”.

To mark an email as safe, simply add the sender as a contact.

6. Snooze emails

When receiving an email that you need to differ, you should snooze it to a later time instead of keeping it in your inbox.

In Missive, you can snooze messages by clicking the Snooze button. You can also configure often-used schedules, like “After work” or “Early morning”.

Pro Tip Missive is big on privacy, we actively block read trackers so senders can’t know if and when you open their emails. So read emails at your discretion and reply when you see fit, no pressure.

Why Inbox Zero Method Might Be Bad?

Since Marlin Mann first talked about the concept of inbox zero in 2007 digital life has evolved tremendously. Now there is way more than an email inbox to manage.

There’s social media, chat apps, and even voicemail. And with smartphones and an internet connection almost everywhere, you’re always available to receive and view tons of messages.

In an article published on Wired in 2020, Mann re-explored his inbox management technique to adapt it to modern reality. While the inbox zero method is good at its core, there’s a risk to take it too literally and trying to achieve inbox zero through all means.

Marlin Mann's new take on the inbox zero method is to allow yourself time off and focus on what matters the most to you first. This way you can avoid stressing out with a technique meant to reduce stress caused by emails.

Conclusion

Achieving inbox zero can seem like an impossible task, but it doesn’t have to be. With a few simple steps and strategies, you can easily achieve and maintain inbox zero.

By unsubscribing from newsletters, creating folders or labels, creating filters or rules, responding to emails quickly, deleting emails, and archiving emails, you can keep your inbox clean and organized. In addition, you can use email management tips and tools, and services to help you achieve and stay at inbox zero.

To enhance your email productivity, you could also consider trying one of the best AI email assistants.

FAQ

What is the Inbox Zero Method?

The Inbox Zero method is an email management technique that focuses on quickly handling emails as they arrive:

• Respond immediately
• Delegate or forward right away
• Schedule or snooze for later
• Delete if irrelevant

This ensures you never miss important emails and that they don't pile up and cause you stress. The key is training yourself to take action on every email the moment you read it.

Is Inbox Zero a Real Thing?

Yes, Inbox Zero is a real email management technique with practical benefits. The goal is to handle each email immediately.

While truly having zero emails may seem impossible, even reducing your pile by half will declutter your head and boost productivity. You'll be less stressed and less likely to miss important messages.

The "zero" refers to taking care of incoming emails when you open them so you don't have a backlog of emails to deal with.

The process of switching between multiple apps to get all the information you need is counterproductive.

You may experience this problem if you have to switch between your CRM and email client to access information about your client.

Wouldn't it be great to quickly access all of the information you need directly in your email?

If you are using Missive to manage your personal and team emails and you want to display data from your own database or from a Google Sheet, Retool is a good tool to use.

Here is a tutorial on how to use the Retool integration to add this data to Missive.

What Is Retool?

Retool is a powerful and flexible tool that helps you build custom internal applications quickly and easily. It provides a simple, but powerful, drag-and-drop interface that lets you add any data source to custom applications and share them with your team.

How to Use Retool with Missive?

Retool is a great way to create a custom integration that connects a source of data with an application used by your team. You can easily use this low-code solution to build the internal tools you need to kickstart your team's productivity.

In this tutorial, we'll explore how to use Retool to display data from a Google Sheet next to your emails in Missive.

1. Creating Our Queries in Retool

To be able to see the data of a Google spreadsheet alongside conversations, we'll need to query our Google Sheet document in a Retool application embedded in Missive.

We must first create three queries in our Retool application. To do so, let's log in to Retool and create a new app by clicking on Create new > App. If you don't already have one, create a Retool account.

Then we must create our data queries:

1. One will query data from the Missive application.
2. One will query data from a Google Sheet.
3. One will merge those two data sources and display the correct data in the Retool application (Missive sidebar).

We can add a data source to your Retool application by clicking the + icon and selecting the Resource query. We will first create the query that gets the data of the selected conversation in Missive.

We can add a data source to your Retool application by clicking the + icon in the bottom left panel named Code and selecting Resource query.

To start let's create a query that will fetch the data of the selected conversation in Missive.

Below, we're calling the query getCurrentConversation , but feel free to change the name if you wish. The resource select should be set to ParentWindow and the selector input should be set to conversation.

The second query connects our Google Sheet to Retool. To create it, add a new query as we did previously. In Resource , select + Create a new resource. Then select Google Sheets and follow the instructions.

From there, we can select the spreadsheet you would like to connect to.

We can test with one that has the same columns as this one:

Lastly, we need to create the query that will merge the data from Missive with the spreadsheet. we'll simply name it query. For this one, select Query JSON with SQL as the Resource.

The query should be as follows:

select * from {{ googleSheet.data }} where Email = ANY({{getCurrentConversation.data.email_addresses.map(x => x.address.toLowerCase())}})

In a nutshell, this will find all of the rows in the spreadsheet where the email address is equal to at least one in the selected conversation in Missive.

2. Creating a UI for Missive

Now that we have the correct data, we can build a simple user interface to display it. In the right panel of the Retool editor, select the Create tab, then drag and drop the Key Value component in your application.

Then select the dropped component and in the Inspect tab of the right panel and in the Data input paste {{ query.data[0] }}.

That's it! We've got a basic but functional application.

Before we try it in Missive, let's make some stylistic changes to the Retool application so it renders better in the Missive right sidebar.

For this, select the More menu at the top-right corner, then select the Scripts and styles option.

Then paste this CSS code:

._retool-container-table1 {
   width: 100% !important;
}

._retool-container-keyValue1 {
   width: 100% !important;
}

The ._retool-container-keyValue1 class name depends on the name of your component. Make sure to update it according to your component name.

This CSS will make the component dynamically resize with the Missive sidebar width.

3. Adding Our Retool Application in Missive

It's time to try this in Missive! Copy the link View link of your application:

In Missive, open the Settings > Integrations and add a Retool integration, paste the copied link in the Retool public URL input:

Lastly, add this ?_embed=true at the end of the pasted URL. It will remove the Retool header from the integration for a far better look.

Also, make sure to disable the Enable mobile layout from your Retool app settings:

And here is the final result!

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Using Missive JS API from Retool

You can also take advantage of Missive JS API from your Retool app. Here are the steps to do so:

1. Enable parent window communication

By default, Retool will block any communication between the app and its parent window (Missive). You can enable it in your Beta settings:

2. Add missive-retool.js library to your Retool app

Add this script in the Scripts and styles section of your Retool app:

https://integrations.missiveapp.com/retool/missive-retool.js

3. Use the Missive JS API

You can now use the Missive JS API from your Retool app. You can, for example, add a link that will add new comments and tasks to the selected conversation:

All software needs limits. Almost every part of any software needs a hard limit. At least every part that deals with lists. In most languages and databases, this means arrays and strings.

This sounds obvious, but I suggest every engineer reading this open up their codebase and look around. Surely you have length validations here and there, but if you never dedicated half a day to go over all lists aiming to set a limit on each, you likely have several cracks remaining.

I do not mean obvious user-facing limits, such as “3 seats” or “15 days email history“ on our Free plan. I mean limits that 99% of users will never hit. For instance, pasting several paragraphs in your email subject instead of the body. Or likewise, typing the “Notes” of a contact in the “First name” field. Or everyone’s infinite loops you’ll be plagued with as soon as you introduce a public API.

The only scenario where you do not need a hard limit is when a list is always accessed through pagination. After all, pagination means there is already a LIMIT involved.

Embrace Hard Limits

I love hard limits. I love knowing they are there. I love introducing new ones with any new feature. Hard limits are key to keeping me asleep at night.

They are also low-effort; they don’t need public documentation. You naturally implement decent error messages for the few outliers that will hit them, but nobody needs to have these limits in mind to plan whether they will affect their business.

You should even make it a requirement to not have to disclose these limits. If you start seeing a significant enough number of exceptions, you’ve most likely just set it too low. The point is not to annoy or restrain users; it’s to avoid crashes. Increasing one limit from 500 to 1000 will not cause your app to crash, but it may make the difference between one user hitting that limit every month instead of every day.

It’s also an occasion to remember that our world is diverse. Stay humble, accept and embrace the fact that some of your customers will have use cases you never expected. Don’t fall into the trap of accusing people of misusing your software.

One day, we did have an organization hit a roadblock due to a limit and they emailed us. They needed to set over 25 custom fields on a contact. Did we ask them to explain their situation and figure how they could adjust their usage? Of course not. We had set that 25-limit arbitrarily at first so we could just as well increase it to 50. Problem solved!

Avoid Bikeshedding

I suggest you constraint yourself to a short list of numbers for all your limits:

1 • 5 • 10 • 50 • 100 • 500 • 1000 • 5000

These are the easiest to remember for anyone. There is also a wide enough gap between each to make decisions easy. It’s wasteful to wonder whether 100, 200 or 300 is appropriate. Any doubt 100 isn’t enough? Pick 500, that’s plenty!

“1” comes into play when used as KB or MB. What should be the max length of an HTML email body? I’m sure you’ll agree 1 MB is OK, given that’s roughly a Harry Potter book.

What size of JSON payload should our web server refuse to parse? Either 5 MB or 10 MB sounds great. The latter is what Amazon API Gateway uses.

When you reply to an email thread and we quote it under your response, where do we stop? 10 KB of quoted text for the win.

How many labels will you apply to that one conversation? I hope 100 is fine with you.

How many concurrent sessions do you need before you smell like multiple users not wanting to pay a fair price per seat? Never heard a soul needing more than 10.

The list goes on.

Hope you enjoyed this and will spend your next morning adding sweet limits all over your codebase. Do it, it’s fun! ✌️

Should I use (or still use) a distribution list or a shared mailbox? We get asked this question a lot, and although some say that it depends on your business needs, I say most businesses should opt for a shared mailbox. Let me explain.

Let’s start with understanding what they are and how they differ.

What is a Distribution List?

A distribution list is a method using a single email address to send emails to multiple people at the same time. Using a maintained list of email addresses, you can send emails to all recipients without having to use CC or BCC to manually enter all the addresses.

Companies have been using distribution lists mostly as a hack. They want a group of people to receive emails sent to a particular email address, for example, a support team getting emails from support@company.com.

The original email is replicated and sent to all the members of the list. The lists can be managed easily to add or remove recipients.

It's great for sending out information, but not for collaborating seamlessly or coordinating a discussion.

Distribution lists were created in the early 1980s as a way to share news about certain subjects such as wine tasting.

What Are the Drawbacks of Distribution Lists?

Distribution groups sounds like a great solution, but what about replies? This is where it all goes south. You have no way of knowing who has answered which emails, or what they responded to. This leads to doubled responses, sending conflicting information, or simply not answering some messages at all.

This is where the second layer of hacking comes along. Businesses start developing intricate labeling systems to keep track of who's working on what.

I've heard about these labeling chaos situations countless times. Those systems work at first, but you cannot scale much with them.

Simply put, they were not designed to be used in a collaborative or team setting.

Distribution lists are great for sending information or content to a lot of people at once, like a newsletter or internal notifications for example, that don't require responses or open communication. They can be set up in Gmail or Microsoft Outlook, or into a marketing tool that will enable you to take advantage of segmentation.

What is a Shared Mailbox?

A shared mailbox is a mailbox that multiple team members can access simultaneously. Each member maintains a personal email account, but they all can "send as" and read messages from a particular email address.

Shared inboxes are a step up from a distribution list as they enable communication and collaboration around emails.

For example, Amy (amy@acme.com) and Lucy (lucy@acme.com) can receive and send messages from the shared mailbox address help@acme.com. They can reply using their personal accounts or use the shared address.

Users with access to the shared email inbox will be able to see and manage the mailbox from their personal account under their personal inbox. When an email is deleted from a shared inbox by a user, it will automatically be removed from the shared mailbox of all other users.

Contrary to distribution lists, most shared mailboxes offer collaborative features. For example:

• Ability to know who sent which email from a shared address
• Ability to assign messages to specific team members
• Ability to send canned responses or templates

A shared mailbox solves all the pain points presented by distribution lists.

• You promote accountability in the team.
• You stop sending conflicting information to customers.
• You add a notch of professionalism to your business belt by not responding twice or, even worse, not responding at all.

How to Set Up a Shared Mailbox?

Setting up a shared mailbox isn't complicated. Most email clients offer some sort of shared inbox functionalities, however, as we'll see later the tools to manage share mailboxes don't offer all the same functionalities.

To create a shared mailbox in Google Workspace, you can either delegate an account to team members or use a Collaborative Inbox within Google Groups. Both enable team members to have access to shared email aliases and reply to messages, however, Collaborative Inbox enables teammates to collaborate around emails.

If you're using Outlook, you can create a shared mailbox to give permission to team members to view, edit and send emails using share email aliases such as support@company.com. You should note that shared mailbox in OUtlook arn't avaible on mobile device.

Missive Team inboxes are shared inboxes made for collaboration and assignment between team members. It is useful for teams who want a "triage" step that will clean up messages for all coworkers at once.

You can set it up easily by creating a team and giving it access to the email address you want to share.

Distribution List vs. Shared Inbox: Which One Should You Use?

If your goal is to collaborate in a team setting, 10 out of 10 times go for the shared mailbox option. On the other hand, if your only goal is to broadcast information and you're not expecting replies, go for the distribution list.

Businesses with customer support, sales, or any other customer-facing teams will benefit the most from using shared mailboxes, as it will enable better collaboration and make sure every team member are synchronized.

You can find very affordable ways to create distribution lists, whereas shared mailbox solutions tend to be a little more expensive. There's a reason for this; one was made with collaboration in mind, and the other is mostly a message forwarder.

Which Shared Mailbox Tool Should I Use?

If you are looking for the best shared inbox software for your team emails, I suggest having a look at our guide.

As always, there are plenty of collaboration tool solutions out there (google shared inbox). But they are not all created equally.

Depending on your needs, some features and functionalities might be more important than others, but being able to collaborate around shared emails is the most crucial aspect of a shared inbox tool.

Basic solutions like Outlook or Gmail simply don't compete with a robust tool like Missive. Sure they offer basic collaboration functionalities like labels and assignments, but with them, you won't be able to chat with coworkers inside an email conversation or compose an email collaboratively.

Considering a shared inbox tool with more advanced features can help your business offer better customer service.

No matter what tool you decide to use in the end, following shared inbox best practices will help your team collaborate seamlessly and augment productivity.

Trying a Better Solution

Missive is much more than a simple shared inbox medium; it's a team inbox and chat app that empowers teams to collaborate around email and other channels of communication like SMS, WhatsApp, Twitter, Messenger, and live chat.

It can be used in various scenarios in all areas of a business.

In addition to the shared inbox experience, you will also get access to these great features:

• Internal chat
• Live drafting
• Tasks and assignments
• Shared calendars
• Rules
• Canned responses

‍

Book a demo to see how Missive can help your business.

Are you wondering how to manage a shared mailbox so it stops being a daunting task?Between keeping track of customer conversations, managing team member schedules, and responding to messages, there's a lot to juggle and even more to keep organized.

One way to streamline the process and make things run smoothly is to set up a shared inbox. But having a shared mailbox isn't all it takes to optimize efficiency.

By following these shared mailbox best practices, you can better manage your team's time, keep everyone on the same page, and provide top-notch customer service. Adopting these best practices early will also ensure that your company can easily scale without running into problems.

What Is a Shared Mailbox?

A shared mailbox is a mailbox that multiple team members can access to view and, unlike distribution lists, send emails from the same email address.

This type of mailbox is often used by sales and customer support teams but can be beneficial for any team that needs to manage email communications.

8 Shared Mailbox Best Practices to Use in Your Workflow

From recording your processes and creating systems of accountability to leveraging automation and making security a priority, following these tips for managing a shared inbox will help you be more efficient.

1. Record Your Processes

Have you ever been on a team where everyone seems to be doing things differently? Maybe one person responds to customer inquiries right away while another waits a few hours. Maybe one person CC's the whole team on every email while another only CC's relevant team members.

This can lead to confusion, frustration, and subpar customer service.

It's essential to have your processes documented. That way, everyone on your team follows the same best practices and procedures. It'll also make it easier to onboard new team members without training them on everything from scratch.

To record your workflow, you can use tools like Google Drive Docs, Notion, Guru, and more. All you need to do is lay out the steps that need to be taken for each type of customer request.

For example, let's say you're setting up a process for responding to customer complaints. Your process might look something like this:

1. Acknowledge the complaint and apologize for the inconvenience.
2. Attempt to resolve the issue.
3. If the issue can't be resolved, offer a refund or other compensation.
4. Follow up with the customer to make sure they're satisfied with the resolution.

You can then share your processes with all of your team members whenever you need to. For example, suppose you're onboarding a new customer support agent.

2. Create Systems of Accountability

The worst thing that can happen in customer support is an email going unanswered. Unfortunately, it's all too easy for emails to fall through the cracks, especially when you're dealing with a high volume of inquiries.

Thanks to shared work mailboxes, you can create systems of accountability to ensure every customer request is handled promptly and professionally and that each team member is doing their fair share of work.

Decide who will be responsible for checking and responding to messages in the mailbox. It's usually best to have one primary person who checks and responds to messages, with others only checking the mailbox periodically. This will help to avoid duplicate responses and ensure that messages are dealt with in a timely manner.

3. Make Security a Priority

Using a regular inbox as a shared mailbox for a shared email address account is a very risky and insecure practice.

Giving your team access to shared emails by sharing an alias credential, in Gmail or Outlook, for example, is a huge security risk that can lead to many problems down the road ranging from information leaks to hacking.

Apart from security concerns, many pitfalls come with sharing passwords.

What happens when someone on your team leaves the company and you have to change the password? You have to go through the pain of changing it for everyone on your team. And if you forget to do that, you’re back at square one with a security risk on your hands.

Luckily, with team email management software that prioritize sharing and collaboration, like Missive, you can give team members access to a collaborative mailbox through their own accounts without sharing passwords.

Even with these tools, it’s best to stick to these best practices: don’t store passwords in unsecured locations like a post-it note, don’t log in to the mailbox from unsecured Wi-Fi networks, and use multi-factor authentication.

4. Organize Emails Using Labels

A shared inbox can quickly become a cluttered mess if emails aren't properly organized. This is where labels (tags that you can apply to emails) come in.

You can use labels to categorize emails in any way you see fit. For example, you could create a label for all customer requests that need follow-ups. Or you could create labels for each stage of the customer journey (e.g., "new customer," "subscriber," "loyal customer," etc.).

Not only do labels make it easy to find specific emails, but they also help your different teams keep track of the work that needs to be done.

For example, if there are several requests labeled "follow-up," the team knows that those need to be dealt with as soon as possible.

5. Use Canned Responses for Faster, Uniform Replies

Let's face it, not all team members are gifted writers. And when you're dealing with a shared mailbox, you can't afford to have team members spending hours crafting the perfect response to each customer's email.

Canned responses (also known as email templates) are a lifesaver in this situation. They allow team members to quickly respond to frequently asked questions with pre-written replies that can be easily customized for each customer.

Not only do these templates shorten response times, but they also ensure that all team members are replying to similar requests in the same way. This is important for maintaining a consistent brand voice and providing a positive customer experience.

6. Go for Inbox Zero

The Inbox zero method is the holy grail of email management, and it's something that every team should strive for. But what is inbox zero, exactly?

Inbox zero is the practice of keeping your inbox empty (or as close to empty as possible) at all times. That means handling each email as it comes in and either taking action, delegating it, or filing it away for later.

The goal of inbox zero is to minimize the time you spend managing your inbox and maximize the time you spend doing work. And while it may seem like a daunting task, it's achievable with a little bit of effort and organization.

The best practices we cover will help you achieve inbox zero, but there are a few other things you can do.

You can set up email filters to automatically sort your email into different folders. That way, you can easily find the email you're looking for without having to search through your entire inbox.

You can also set up rules to automatically delete certain types of emails, such as spam or emails from mailing lists. This will help keep your inbox clean and make it easier to find the email that's actually important.

7. Leverage Automation

Shared mailboxes often end up filled with a lot of emails and it can be a tedious and time-consuming task to manage. Luckily many shared mailbox management apps come with some form of automation built-in so your team can focus on more important things.

For example, you can set up an automated message to be sent to customers when their request comes in. This way, they know that their message has been received and that someone is working on a solution.

You can also automate the assignment of requests to specific team members. For instance, you could set up a rule so that all messages from customers in a particular region are automatically assigned to the team member responsible for that region.

8. Eliminate Forwarding and Copying With Comments and Chat

If you're not using a shared inbox software, chances are you're relying on forwarding and copying (CC'ing) emails to keep team members in the loop. But there's a better way.

Microsoft Outlook shared mailbox or Google Gmail shared inbox don’t offer built-in ways to communicate around emails with your teammates. Their solutions keep you reliant on forwarding emails to coworkers to collaborate.

This exposes you to accidentally sending internal information to the wrong people. The other way to communicate is to leave Gmail to discuss an issue in Slack, and come back to Gmail, however, you’ll lose all context around the email.

Shared inbox software often let you add a comment to email conversations. For example, If you're onboarding a new team member, you can leave a comment on an email thread with all the relevant information they need to know to answer the customer's inquiry.

Shared Mailbox Are Not All Created Equal

Gmail and Office 365 shared mailbox were perfect for the early days of email, but they're not designed for modern team collaboration. Today, there's no reason to spend hours managing your email when there are tools that can do it for you.

If you want to take your customer support to the next level, you need a dedicated shared inbox tool. Modern shared inbox software has a lot to offer, from increased productivity and better customer satisfaction to features like canned responses, email delegation, accountability systems, and more.

Missive is a tool designed specifically for today's customer support teams. With Missive, you can easily collaborate with team members, take action on customer requests, and provide a better overall customer experience. Unlock the power of your customer support team today with Missive!

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