How to create a rule

Gmelius Updated by Gmelius

Gmelius Rules allow you to automate your workflow. Save you time by automating repetitive processes and increasing your team's efficiency. 

To avoid an infinite loop of rules, a rule cannot trigger another rule.

Instructions

Step 1

Head to your Gmelius dashboard, and click on "+ NEW RULE"

Who can create and manage Gmelius rules?

- The creator of shared label or a shared inbox
- The account administrator
- The user with the manager role under your Gmelius account

Step 2

Give your rule a name and select the shared inbox or label the rule will apply to. Rules are set per shared inbox or label. 

Step 3

In this example, we are setting up an auto-reply to be sent after we receive a support inquiry. 

This rule is stating that for each new conversation received to the support mailbox: [email protected] will be replied with a canned response - only once, using a Gmelius template. 

Step 4

Once your rule is complete click SAVE. 

More information about understanding rules, please visit our Understanding rules article. 

 

 

 

How did we do?

Understanding Gmelius Rules

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