SendBoard for Trello - Email help desk demo

Рет қаралды 5,939

4 жыл бұрын

SendBoard is an email helpdesk with all the power of Trello. Find out more at www.sendboard.com
Watch a quick run through of some of our new features - showing the end-to-end process of receiving emails and replying to emails, right from within Trello.
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#productivity #trello
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Пікірлер: 20

@assgex 3 жыл бұрын

I think this might be the perfect solution for an "out of the box" usecase for our debt collection workflow. we are creating cards for customers and butler is moving the cards through the lists on a time basis. at specific lists we want to send out automatic emails to customers. this video helped me a lot. thanks!

@user-bq6cn7ru1d 5 ай бұрын

This sounds great! One question: Can I communicate with other board members to ask questions in the comments section of the cards? And can I still document something in my own comments - without sending an email - like in totally normal cards without Sendboard?

@sendboard7156 5 ай бұрын

Absolutely! You can collaborate with team members and use comments as usual - it won't be included in the emails you send.

@scfo 3 жыл бұрын

This is such a great power-up. We are looking for the feature to be able to send automated emails on certain dates during the month with a Client Task Checklist outlining all the information they need to send us each month. Is this possible in any way?

@sendboard7156 3 жыл бұрын

Happy you like the Power-Up :) You could use Butler to send out automated emails. Sounds like a super interesting use-case! Just drop us an email if you need help. Find out more at www.sendboard.com

@npcunniffe 2 жыл бұрын

Hi Mark. Thanks for the video. Would you be able to show how to populate custom fields with details within an email e.g. name, phone number etc? Many thanks!

@sendboard7156 2 жыл бұрын

Hi there Niall. Sure! You can check out this article that talks through the process: help.sendboard.com/en/articles/3542667-save-email-details-to-trello-custom-fields

@jorgeaguayoc 3 жыл бұрын

hey, how do I get the customers email from the bot comment and post it in the email customer field?

@sendboard7156 3 жыл бұрын

Hi Jorge - there's an article in our help center that deals with that. Check it out at help.sendboard.com/en/articles/3542667-save-email-details-to-trello-custom-fields

@TheGabrielKroll Жыл бұрын

How do I export the contacts I registered in the tool to keep on file with the registered name and phone number?

@sendboard7156 Жыл бұрын

Hi Gabriel. At the moment, there isn't a way to export contacts but this is definitely something we are thinking of for future updates. Feel free to reach out to our help desk (hello@sendboard.com). We would be happy to help you out if you need an export.

@hot_dammn9025 2 жыл бұрын

Is there a way to draw the email from crmble custom fields rather then custom fields?

@sendboard7156 Жыл бұрын

Sorry we missed your comment. No unfortunately not. Although it might be useful, we don't have API access to interact with other Power-Ups.

@magpieradio Жыл бұрын

5:27 - but should you only click once? I think there needs to be a "Are you sure?" to confirm.

@vladirro 2 жыл бұрын

Hi, this looks great! Is it possible to add and send attachments?

@sendboard7156 2 жыл бұрын

Hi Vladimir. Yes, you can definitely add attachments when sending emails from Trello. And inbound email file attachments are visible within the Power-Up view and also added as Trello card attachments.

@vladirro 2 жыл бұрын

@@sendboard7156 too good to be true:) I need to try this! Our use case is that we have a law company and each card is a request we need to complete. There is a deliverable (a document uploaded by our attorneys) we need to send to our client and a bunch of data we add to custom fields. So we would want to make a card button, which would send a pre-entered message to the client, add variables from custom fields, the document and send the document. This will save us hours of work. Do you think this is possible?

@sendboard7156 2 жыл бұрын

@@vladirro I think all of that is possible, except that you cannot add an attachment via an automation (card button). You can only attach a file to an outbound email if you manually open up the email thread and choose from available Saved Replies (templates). However, the way most people deal with this is by including a link in a template to download the document from Drive/Dropbox. The URL for the file could even come from a custom field.

@vladirro 2 жыл бұрын

@@sendboard7156 Thanks for the advice, I will try this out for sure. In any case, it will significantly speed up the process

@vladirro 2 жыл бұрын

@@sendboard7156 So it worked like a charm. We had to add a few fields to Trello cards and to slightly change our procedures (we add our files to google drive now) and everything worked out great.