Email flows can vary in complexity depending on the type and size of you organisation. To get you started, we have produced 3 templates, each developing in scale, which can be downloaded and applied to your own system.
Each template comes with a ‘real world’ scenario which can help put each stage into context, as well as an accompanying video, breaking down each node and explaining it’s purpose.
Note: The purpose of each template is a starting point, settings and parameters must be configured in your own Contact email setup. We also highly recommend adjusting each email flow to better suit your organisation’s structure and needs.
Email Flow Template 1 #
This email flow is suited to a very small organisation, presumably with someone in a receptionist type role able to respond to incoming emails from the queue. Due to this email flow only having one queue, the organisation should ensure they have capacity to manage their expected quantity of emails.
Email Flow Template 2 #
This email flow is again suited to a small organisation, presumably with either someone in a receptionist type role or a customer service department able to respond to incoming emails from the queue. With the added Email Auto Reply node, the organisation will have the capability to send automatic responses. Due to this email flow only having one queue, the organisation should ensure they have capacity to manage their expected quantity of emails.
Email Flow Template 3 #
This email flow is aimed for medium sized organisations, ideally with several departments. With the inclusion of a Branch on Email node, this email flow offers the capability to route to different departments. The organisation should ensure they have scope to accommodate these features as well as the expected amount of emails for the number of queues included.