How do I use automations?How it worksAutomations triggersAutomations conditionsAutomations actionsHow to add an automationHow to edit or delete an automationArticles on: ⚙️ Workflow
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.
Automations are included in our Plus and Pro Plans (https://wAlguns leitores
How do I use shared email templates?What is the difference between Drag email templates and Gmail email templates?How to create an email template?How to share, edit or delete an email templaArticles on: ⚙️ Workflow
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!
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, with the higheAlguns leitores
How do I upload files to cards?How do I upload files to card?Who has access to uploaded files?How do I download uploaded files?How do I delete uploaded files?Articles on: ⚙️ Workflow
Sometimes, you may want to refer to certain documents or files while working on emails or tasks. For example, uploading a video recording from a customer in a manually-created task card, so that your Support team can quickly understand what is going on.
Files appear in the "Files" tab in the card detail.Alguns leitores
What does the "Related" tab do?Articles on: ⚙️ Workflow
If you are using merged cards, the "Related" tab helps you find what cards are related to each other in an easy way, directly from the card detailed view.
This tab is located on the top bar of the card view, next to the "Files" tab:
How do I use Email tracking?How to track emailsHow to know whether an email has been viewedCan I see when and how often my emails have been viewed?Articles on: ⚙️ Workflow
Drag allows you to know when your emails have been read by the recipient. This article explains how to use this feature.
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.
Click on the chePoucos leitores
How do I use Custom Fields in Drag?What are custom fields?Can I have multiple custom fields of the same type?How do I create Custom Fields?Where do I view my custom fields?How do I edit, delArticles on: ⚙️ Workflow
Through Custom Fields, Drag provides a highly customizable approach to managing your business workflows right from Gmail. This article explains everything you need to know about Custom Fields.
Please note custom fields are currently in closed beta. You can request access here.
We all know that a Sales pipeline requires difPoucos leitores
How to use email sequences and automated follow ups?How to create an email sequence?How to share, edit or delete an email templateHow to send email templatesIf I turn Drag's toggle button ofArticles on: ⚙️ Workflow
In Drag, you can create email templates and sequences, to automate repetitive emails and follow ups. This article explains how to use it.
Before you learn about email sequences, is advised that you read this article about email templates.
Email sequences can be created and edited in the same place where you can create email templates (/en/article/how-do-i-use-sharePoucos leitores
Setting up where email replies load on Drag boardsWhich option should I choose? 🤔How do I change this setting?What if I drag emails to another board?Articles on: ⚙️ Workflow
When you receive replies to emails on Drag boards, you can choose if those replies will stay on the same column where they were left or go back to the first column of that board.
The default setting in Drag is to keep emails on the same board and column where they were previously left. Replies will always mark emails as unread (i.e. bold) and on the top of the column where they were left.
Both options are useful dependinPoucos leitores
How do I merge cards?How to merge cardsHow merged cards are displayed on boardsParent card vs child cardsHow merged cards workWhat if a merged card receives a new reply?How to un-merge cardsArticles on: ⚙️ Workflow
Sometimes you may have separate cards about the same topic.
For example, conversations with different points of contact in the same company, but all about the same deal. Or conversations from multiple customers reporting the same issue that your technical team needs to resolve.
In those cases, you may want to merge cards so that all context is in one card. This article explains how to do it and how merged cards work.
How do I use Drag analytics and reports?How it worksArticles on: ⚙️ Workflow
We are working on a complete overhaul of our Reports, stay tuned for the launch in February 2023!
Note team reports and analytics are available in the Pro plan.
Drag allows you to track analytics and generate reports across all boards, to see how you and your team are performing.
To see the reports, click on the Drag menu button on the top right of your screen and select "Reports".