Switching to Gmelius
Create a shared inbox
Convert a Google Group into a shared inbox
Manage emails in your shared inbox
Manage users of a shared inbox
Send emails and automatically reply from a shared email address
Remove emails from your shared inbox
Rename or delete your shared inbox
Create and use tags
How to: Setup a G Suite email alias
How to: Change the workflow of a shared inbox and view shared conversations in the inbox
How to: Prevent sharing conversations from a particular email address
Create and work with Gmail shared labels
Managing your shared labels
What is the difference between a shared inbox and a shared label?
Notes & Mentions
Create a board
Add and manage task cards
Add an email to a board
Manage your boards
How to delete a board
Create a new meeting
How To: Schedule meetings from your inbox
How To: Share and edit meetings
How To: Connect your Zoom account to Gmelius Meetings
Create and use email templates
Create and use email snippets
Manage your email templates
Add attachments to a template
Create a sequence
Add contacts to a sequence
Remove a contact from a sequence
Share a sequence
Edit an active sequence
Pause a sequence during the weekend
Unthread emails in a sequence
Workflow Rules & SLAs
Create and edit campaigns
How many emails can I send each day with campaigns?
What is the difference between a single-stage and a multi-stage campaign?
Add an unsubscribe link to a campaign
How to stop a multi-stage campaign?
Understanding the analytics of your campaign
How to: Set up a campaign with SMTP
CRM Integration (Bcc rules)
How to track an email
How to know if my emails have been read
How to enable per-recipient tracking
Why do I get an open notification when checking my sent emails?
Email tracking is not working
What are the possible reasons behind a large number of opens on my tracked emails?
Test email tracking
What is the difference between snooze and follow-up?
How to customize snooze and follow-up behavior?
Snooze and Conversation View mode OFF
Shared conversation links
FAQs & Troubleshooting
What happens at the end of my trial?
What are the limits on the free version of Gmelius?
How to contact support
How to use Gmelius shortcuts
Do you have an affiliate program?
Do you have a public roadmap?
Is Gmelius available in another language?
Is Gmelius available for Microsoft Outlook?
Gmelius is not visible in Gmail
How to clear my local storage
Activation window keeps popping up
My signature is not updated on my templates
How to fix the Err_Connection_Reset error
Troubleshooting a Shared Inbox
How to know if my issue is related to a conflict or not?
Legal & Policies
Add and manage users
Roles and permissions
Groups and sub-teams
Transfer your Gmelius subscription
How to cancel your subscription
How to uninstall Gmelius
Permanently delete your Gmelius account
What is the difference between my legacy plan and the current ones?
Feature Deprecation Process & Policies
Prevent forwarded emails from being shared
Understanding your invoice
How To: Update my billing details
How to: Get an invoice with my company details
Accepted forms of payment
Do you offer any discounts or coupons?
How to: Upgrade to a paid plan
Updated by Gmelius
As a team, you need to improve efficiency and ensure equal and prompt assignment of emails. Moreover, if your team receives a high volume of email conversations in their shared inbox, a manual assignment can prove quite cumbersome to use.
Gmelius Rules automatically assign (i.e., auto-assign) emails received in a shared mailbox to the users of the shared mailbox in a round-robin manner.
In this article we'll cover how to:
Rules are available on our Growth and Enterprise plans.
- Click on the Gmelius logo on the top right corner of your Gmail sidebar > Create > from the drop-down select: Rule
Direct link: https://gmelius.io/automation/rules/
- Enter a name for your rule and select a shared inbox or label to associate this rule!
- Create your auto-assignment in a round-robin rule. Every rule needs three things:
- "When" trigger conditions determine the rule to be applied
- "If" filter conditions determine the criteria that have to be met for the rule to be applied
- and "Then" actions; set of actions that will be applied to the conversation if the rule is met.
Specify the criteria & conditions that match your workflow, e.g., for each new conversation and on the actions section select: Assign to
Then "Any teammate with the least open conversations".
- Save your rule, and your assignment in a round-robin is set!
Exclude Users from the Round-Robin Queue
You might want to exclude certain users from automated round robin assignments. You can do that by using the ‘Exclude users from Auto-Assignment’ option.