The auto-reply feature in the mail module allows you to set custom customer reply messages within your configured Podio app. This detailed guide will help you easily navigate and configure the auto-reply settings.
Step 1: Accessing the Auto-Reply Settings
Navigate to the Mail Module: Open the sync application and go to the mail module.
Open the Application Sub-Module: Click on the application sub-module to proceed.
Access Configuration Settings: Hover over and click the settings icon to open the settings tab.
Select the Auto-Reply Tab: Navigate to the last tab labelled "Auto-Reply" to access the auto-reply settings.
Step 2: Configuring Auto-Reply Settings
From:
Enter the email address you want to appear in the "From" field of the auto-reply email.
Reply To:
Enter the email address you want to appear in the "Reply To" field when the auto-reply is sent.
Subject:
Set the subject of the auto-reply email. This is the subject line that recipients will see.
Status:
Select the status of the auto-reply settings (e.g., Active or Inactive).
Message:
Enter the text you want to be sent out each time the auto-response is triggered. This is the body of the auto-reply email.
Step 3: Saving Your Settings
Save the Configuration: Once you have filled out all the necessary fields, click the "Save" button to apply your settings.
Step 4: Testing the Auto-Reply Feature
Test Auto Reply:
You can test the auto-reply settings to ensure they work correctly.
Enter your email address in the test auto-reply modal.
Click the "Send" button to receive a test auto-reply email.
Additional Tips
Activation Condition: The auto-reply feature activates when you respond to a message sent through the Draft-Compose Email Interface. This interface only supports emails configured within the Podio app. This way, pulling the app information with the item record embedded in the email is easy.
Conclusion
The auto-reply feature in the mail module is a powerful tool for maintaining consistent communication with your customers. With these steps, you can ensure that your customers receive prompt responses, improving overall customer satisfaction and streamlining your communication processes.