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Productivity guru and go-to Trello expert Scott Friesen walks you through SendBoard’s Email for Trello Power-Up.
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Let’s have a look at what Scott covers in the video
The downsides of simply forwarding emails to Trello [00:00]
The ability to forward an email into Trello is nothing new. But it’s also not very helpful. Let’s take a look at this card as an example. Here you can see there’s an email thread forwarded into Trello but what am I going to do with it? Beyond being a reference place, I can’t respond to it, I can’t reply to it, and what if this person emails me again in this thread?
SendBoard’s Email for Trello is built for teams [0:47]
SendBoard for Trello is designed for teams who want to take incoming emails and turn them into actionable items right away.
When you have the SendBoard for Trello Power-Up enabled … you can write a reply directly from within Trello. I can see that I’ve sent it right here as well. I can view it, other members of my team can see that that email has been sent, and if this individual replies to me, I’m gonna see that reply right here in Trello.
As you can see, all of the features and functionalities you have come to expect from your email client, including replying or even starting a new email, I can do right here within Trello using the SendBoard Power-Up.
Merge cards with SendBoard’s Email for Trello [4:15]
In this example, we can see we’ve been having a conversation with someone about bringing their dog in for an appointment. However, this exact same person has just emailed me asking if they can reschedule. It actually has to do with this appointment down here, but now we have two different cards.
In order to merge cards together, all I need to do is open one of these cards and come over here and select the SendBoard button. Here I’m gonna select ‘Merge Card’.
What it’s going to do is look for the current card and ask if I want to keep this card or merge it with another.
What’s going to happen is that I’m brought back to the original card where the original message started, and here we can see that now I have that history of that secondary card but we no longer have the second card in this list. Myself and my team can provide the best service possible, and not be confused by separate incoming messages.
Answering common questions with saved reply templates [6:40]
The great thing about SendBoard is that you can create as many email responses or templates as necessary. So let’s say in this case that this customer is asking a very common question and I don’t wanna waste my time, or my team’s time, replying by writing out the same thing again and again.
I’ve got a couple of different templates that I’ve created already in advance. In this case, they’re asking about price, so I’m gonna insert this price response. The great thing is that we can use merge fields, so I can address that individual by name, I can even sign it by my own name, and just have SendBoard do the work itself.
I can save so much time by having ready-made templates right here from within SendBoard.
Additional custom email settings [7:49]
If you do already have a custom email address, you can input that address here so people can continue to email the standard address that you’re used to.
On the board tab, we have the choice to choose where we want incoming emails to appear, because perhaps you don’t want them to appear on the very first list on your board.
Lastly on the templates board, we have the choice to create an auto-reply which is especially helpful for help desks or if you’re receiving a large quantity of email and you wanna make sure that your clients or customers get an automatic reply.
We can also change the email signature so it looks professional and matches the signature that you want to display to your clients.
Last but not least, in the bottom section, we can edit and change our Saved Replies. So just like we saw with our templates, we can create as many as we want so we can customize and be as efficient as we can when it comes to our email messaging.
Pricing [9:40]
Good news! You can use SendBoard absolutely for free. Your only limitation is to use it on a single board but you have no limits when it comes to the total number of users.
Of course, if you need some more features and functionality, their Essential plan starts at a very affordable $6 per user.
