Course Curriculum

Communication is a critical element of customer service and staying organized. This short course will walk you through everything you need to get started with your Aptly inbox.

    1. Course Objectives and Learning Targets

    2. How to Navigate the Course

    3. Inbox Masterminds Community

    4. Self-Survey

    1. Communication Templates

    2. Communication Templates: How to Create and Use a Communication Template

    3. Out of Office Communication Template Feedback

    4. Email Campaigns

    1. Inbox Rules

    2. Inbox Rules Defined

    3. Inbox Rules: Assigning Rules Based on Location

    4. Inbox Rules: Common Scenarios

    5. Inbox Rule: Creating Cards from Conversations

    6. OOO Inbox Rule Feedback Discussion

    7. Inbox Rules Survey

    8. Email Parsers

    9. Relate Conversations to Locations, Contacts, and Cards

    10. Power Inbox Check-in

    1. Tie It All Together

    2. Inbox Mastermind Survey

About this course

  • Free
  • 20 lessons
  • 0.5 hours of video content