Getting Started with Gmelius Shared Inbox
Gmelius Shared Inbox is a great way to efficiently manage emails for groups like [email protected] or [email protected] or delegate your mailbox to your assistance, without the need of forwards and messy off-shot email back and forth.
1. Set up a Team/CRM Subscription for your Shared Mailbox and Add your Team
First, ensure to install and activate Gmelius for the email address that you want to set up as a Shared Mailbox and proceed with upgrading or subscribing to our Team or CRM plans with this email account. You will then need to share and then add your team as users under your Subscription. Learn more about the process here
Once your Gmelius plan is set, and all team members have installed and activated Gmelius is their respective inboxes, you can proceed with the configuration of your Shared Mailbox.
2. Shared Inbox Configuration
First, you need to configure your shared inbox settings ( Direct link: https://gmelius.io/shared-inbox)
See how the process works here: How to configure a Shared Inbox?
There are 2 options offered. You can choose to share your mailbox in its wholesome (i.e., my Inbox) or selected conversations (i.e., my Label) with your team.
With the Inbox configuration, all emails arriving at your shared mailbox will automatically sync in the mailboxes of the users that have access to it. The Inbox Configuration can be used for Support, Sales and Logistics mailboxes as well for delegating your inbox to your assistance to better manage your daily workflow.
With the Label configuration, all emails arriving at your shared mailbox will automatically sync in the mailboxes of the users that have access to it. The Label Configuration can be used for Account Management, General inquiries, etc.
Further, Select a Workflow for your Shared Mailbox
Gmelius offers you 3 different workflows to associate with a shared mailbox, depending on the nature of your Shared Mailbox. Here are the Gmelius Workflows you can choose from:
- Ticketing: assign shared emails to anyone in your team
- Inbox: copy shared emails to inboxes
- None: only move shared emails to corresponding shared labels
Learn more on which workflow is better for your shared inbox: Workflows for Shared Mailboxes
3. Save your new Shared Inbox
Once created, you can start using Gmelius Shared Labels from inside your inbox.
To see how the feature will work from your inbox here: How to use a shared inbox inside Gmail?