How to create a rule

Overview

Rules save you time by automating repetitive processes. More information about understanding team and individual rules can be found in the Understanding rules article. 

For a full list of rule conditions, see the Guide to rule conditions. For more examples of popular rules and templates, visit our rules library in our app. 


Instructions

Step 1

Determine whether you need to create an individual or team rule. Individual rules will apply to private conversations in your individual inbox, whereas team rules will apply to shared conversations in team inboxes.

For a company rule, which could apply to all individual inboxes and team inboxes, follow this guide.

Step 2

Click the gear icon on the top right of Front and into the Company or Personal settings tab, depending on which space you are working with, and click Rules.

Let's create a team rule for this example. 

Step 3

Click Add a team rule and you will be taken to the rules library. Look through the various template and choose one, or choose to create a custom rule from scratch.

Step 4

Once you've selected a template or a custom rule, you'll see the rule editor screen. You can customize the template to fit your needs or build the rule yourself.

Step 5

Use the When, If, and Then conditions to customize the rule to your needs. The possibilities are endless for you to automate actions in your inboxes. 

In this example, we are setting up an auto-reply to be sent after we receive a support inquiry. This rule is stating that an inbound message into the Support inbox will be automatically replied with the message template Request Received. See this article for an in-depth guide on setting up auto-replies.

Step 6

Remember to give your rule a name, or else you won't be able to save it. Once your rule is complete, click Save.


Quick rules to file messages

You can also quickly create rules directly from an individual email or private tag. These quick rules allow you to easily set up a rule to move an email into a private tag based on the sender of that message. You can also manually create private rules to file your messages into tags.


Rules library

Front’s rules library provides a place where teams can discover and create rules in a few simple clicks. Use our rules library to automatically create and build rules for your team. For more information, check out this article.


Pricing

Some rule conditions are available on the Starter plan, while Advanced conditions and custom rules require the Prime plan or above. Some legacy plans with different names may also have this feature.

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