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What is Inbound?

Inbound is your hub for messages not currently associated with one of your clients.

Messages may be routed to Inbound for a variety of reasons, including:

• An existing client may be trying to reach you using a new email address or phone number,
• One of your clients may have recommended you to a friend and given them your contact information,
• You may even receive mass emails to Inbound.

It is important to stay on top of Inbound. You will need to set aside time to making sure emails are moved to the correct places and new leads are reached out to.

Why It's Important to Keep Inbound Organized

We recommend reviewing Inbound at least daily. For example, messages from promising leads or clients with in progress projects can all end up here. By reviewing and actioning messages, you can make sure nothing gets missed. An unmanned Inbound can become unwieldy pretty quickly, and it can be hard to find what you need.

Additionally, if you need to reach out to Support about a client, brand, or project, it's important that all your communications are threaded properly in the brand and not left in Inbound. If they are left in Inbound, it can be hard for Support to jump in, understand an issue, and assist you.

How To Action Messages in Inbound

There are several kinds of message that come into Inbound that need actioning differently. Here are some of the main ones.

Existing Client Using New Contact Information

If the message comes from an existing client using a new email address or phone number (e.g. they sent you a message using their personal email rather than their business one), select actions > work with client.