• How do I create automation rules?

  Do you have a lot of repeatable tasks in your day-to-day? Don't worry, we've got you covered. With Drag, you can preset rules to automate your workflows. You may know the Gmail rules or filters. Our automations work very similar to them, but for Drag-related tasks. Here is everything you need to know to use them. How it works Each Drag board or workflow is different. That's why you can create different automations for different Drag boFeatured

• How to use email sequences and automated follow ups?

  In Drag, you can create email templates and sequences, to automate repetitive emails and follow ups. This article explains how to use it. How to create an email sequence? Email sequences can be created and edited in the same place where you can create email templates. WhFew readers

• How do I use Email tracking?

  Drag allows you to know when your emails have been read by the recipient. This article explains how to use this feature. How to track emails You can choose if you want to track emails or not. This setting can be found on the formatting bar on the compose box, when you are composing or replying to an email. Email tracking setting Click on the checkmarks icon to turn it on or off. When the checkmarksFew readers

• How to use Round Robin assignment

  Drag allows users to automatically assign cards received in a board among all users or a subsegment of users in that board in a round-robin manner. This ensures equal and prompt assignment of cards, and is useful for teams who receive a high volume of emails and don't have time to manually assign emails. How to enable Round Robin assignment To enable Round Robin assignment on a board: Click on the Drag icon on the tFew readers

• How to use business hours

  Setting Business Hours for your shared boards lets you define the operating hours for each board, ie. when your team is actively working on them. Business hours allow you to accurately track response times and other metrics only during those hours. How to set up Business Hours per board To define business hours for your boards: Click on the Drag icon on the top right to open your dashboard. (https://stFew readers

• How to set up an auto-responder in Drag

  Automatically send a response to emails received in your shared inboxes with Drag's auto-responder rules. You can choose different criteria and triggers to define when responses are sent, as well as add delays to when responses are sent. Drag offers a broad range of automations besides auto-responders. To read more about setting up automation rules in Drag, go to thisFew readers

• How to use SLAs rules

  Service Level Agreements (SLAs) help manage customer expectations and keep your team accountable for timely responses. Drag helps you improve time management to optimize response times even if you don't have formalised SLAs with clients, using a combination of features, from automations to reports. 1. Create tags and/or workspaces You can make use of tags and workspaces to help with visualization or escalation of conversations running on SLAs. A few examples include: A tag '⚡ UpcominFew readers

• What is the difference between Round Robin and Load Balancer?

  Both Round Robin and Load Balancer are ways to automatically distribute assignments among a group of users. However, there are fundamental differences between their logics: Round Robin Auto-assignments using Round Robin will evenly distribute cards on a cyclical basis. It basically rotates incoming conversations in the order they are received. For example, if there are three team members on a board then: The first conversation will be assigned to member A The second conversation wiFew readers

• How can I forward a shared email privately?

  By default, when an email is shared on a Drag board, it will remain shared with all board members for as long as it is on that board. This means that all emails exchanged on that thread, including replies or forwarded messages, will be available on the same card to all board members, regardless of whether those messages were sent to board members or not. But, sometimes, certain sensitive conversations needs to continue in private. This is possible with our forward privately feature. TFew readers

• How do I use shared email templates?

  Drag allows you to save email templates and snippets so you can send repetitive emails in seconds. And the best part - they can all be shared with team members! What is the difference between Drag email templates and Gmail email templates? If you are wondering why you should not just use the email templates feature available in Gmail, here is why: Drag email templates can be shared with team members. You can synchronize templates across an entire team, department or organisation, wiSome readers

• What is the trigger reversibility condition in automations?

  When using time-based automations in Drag, you might come across these checkboxes located in the "After" section: This article is about the 3rd checkbox (trigger reversibility). This option allows you to define whether you want your automation to run even if the original trigger defined for it is not in place anymore. For example, let's say you want to send a notification 2 business days aftFew readers