CRM workflows are powerful tools designed to automate your communication processes by sending messages triggered by specific actions or conditions. To ensure messages sent from a workflow are automatically marked as read, follow these steps:
Access the Workflow Section: Begin by navigating to the CRM's Workflow section.
Select Your Workflow: Choose the specific workflow from which you plan to send messages.
Enable the 'Mark as Read' Option: Locate and activate the option labeled "Mark as read."
When this option is enabled, any message dispatched through the selected workflow will be automatically marked as read in your inbox. It’s important to note that if there are any unread replies from customers within the conversation, they will remain marked as unread, ensuring that important communications are not overlooked.
This configuration helps maintain a tidy inbox by automatically managing the status of messages, allowing you to focus on conversations that require your immediate attention.
Troubleshooting
Messages Not Marking as Read: Confirm that the "Mark as read" setting is enabled within the workflow settings. If the setting is active and messages are still not marked as read, check if there are any unread responses from customers in those conversations.
Frequently Asked Questions
Will enabling auto-marking as read affect my response times? No, this feature only changes how messages appear in your inbox and does not influence your response metrics.
Can I apply the 'Mark as Read' feature to specific messages within a workflow? At present, this feature applies universally to all messages sent from the selected workflow or campaign.
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