Feature overview

Rules

Rules are a powerful way to automate your team’s email workflows. When an email comes in (or out) and all (or any) conditions are met, actions are triggered.

Rules
Note Rules can only be managed by admins and owners of organizations subscribed to the Productive plan. See pricing page. Rules are defined in your Missive settings. You can define as many as you need.


To help you understand the potential of this feature, here are a few scenarios:

Label your customer conversations with a dedicated label

Using one label per customer is a nice way to get your team more organized, but doing so manually is error-prone. With a rule, it’s quick and easy. Create a rule like this one for each customer:

DescriptionACME auto-labeling
ConditionsAny recipient   ends with   “acme.com”
ActionsApply label(s)   “ACME”
Automatically apply labels to conversations
All future conversations with ACME people will get the label applied.

Make sure all emails get replied to on time

Respect your Service-level agreements (SLA) with time-based rules. You can create as many rules as you need to respect all of your customer's specificities.

Automatically apply labels to conversations

Archive and mark conversations as read for specific team member(s)

Sometimes the person importing shared accounts in Missive is not the one that will work with them most of the time. For that person, it can be annoying to receive notifications and see emails from all these accounts. Rules can help by automatically archiving and marking as read these emails for the account owner.

DescriptionAuto-archive for IT guy
ConditionsEmail account   is   “help@mycompany.com”
ActionsRemove from Inbox for Phil
Remove from Unassigned for Phil
Mark as read for Phil

With that rule in place, Phil the IT guy won’t get annoyed by emails sent to help@mycompany.com even though he remains the owner of that account.

Automatically add notes to a conversation

Let’s say your staff processes customer orders and that some customers have specific requirements. Using a rule, you can automatically add a note based and who sent the message. This can help your staff deal with that customer’s requirements.

NameACME warning note
ConditionsFrom   ends with  “acme.com”
ActionsCreate post   “⚠️ ACME will not accept any driver with past felonies
at its factory. Make sure to book a driver with no felony.”
Automatically add notes to any conversation
A big warning your employees won’t miss.

Automatically assign sent emails to authors

If many employees send cold emails to customers using a common shared email account, you might want to auto assign those to the email author. This way, if the recipient replies, only the author will have the reply in their inbox. This can be achieved using an outgoing message rule with the Assign sender action. The conversation will be assigned to the message sender.

DescriptionAuto-assign sent emails
ConditionsEmail account   is   sales@mycompany.com”
ActionsAssign sender


Here's a list of all the conditions and actions possible for outgoing and incoming messages:

Incoming messages options

Conditions

From
To
Cc
Any recipient
Subject
Attachment name
Message content
Email account
Assignee
Label
Reception time
Unreplied after
Unassigned after

Actions

Apply label(s)
Assign user(s)
Add to Inbox
Add to Unassigned
Remove label(s)
Remove from Inbox
Remove from Unassigned
Mark as read
Send response
Create post
Notify

Who should be notified?
Set conversation color
Merge conversation
Snooze conversation

Outgoing messages options

Conditions

From
To
Cc
Any recipient
Subject
Attachment name
Message content
Email account
Assignee
Label
Delivery time

Actions

Add recipient(s)
Apply label(s)
Assign user(s)
Assign senderConversation will be assigned to the message sender.
Add to Inbox
Add to Unassigned
Remove label(s)
Remove from Inbox
Remove from Unassigned
Mark as read
Create post
Notify

Who should be notified?
Set conversation color
Merge conversation
Snooze conversation

Last updated on October 17, 2018

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