Tips, Tricks and Secrets #11: Sent Messages can be Saved Messages

We have been sharing some of our favorite tips, tricks and secrets using our software products. If you look in the tags on the sidebar, “tips” is a great way to see the other posts in this series. This tip is another that features our Intellect email client.

Tip #11: Sent Messages can be Saved Messages

I have a lot of sent mail every month and it can build up quickly in the sent folder in Intellect over time. The more messages in a folder, the slower it is to load and the harder it can be to look through to find something.

What many Intellect users don’t realize is that messages in the Sent Folder can be moved to folders you make in Saved Messages just like incoming mail can.

sent messages can be saved in saved messages

In my Saved Messages folder, I’ve right-clicked and made a new folder I called Archive – Sent. I’ve then made folders for the year and then subfolders for the month. I can go to Sent and highlight messages by date, then drag them to the appropriate folder in Saved.

While this took a bit of time the first time I did it, I’ve made it a monthly task that I do the first week of each new month, to move the prior month’s sent mail to its new home in my Saved Messages folder.

 

Great tips on “How to Write a Heroically Effective Email Autoresponder Series”

I saw this great article on “How to Write a Heroically Effective Email Autoresponder Series” by  today and I knew this was information many of our users of Intellect would want to take a look at.

Intellect has offered this feature for many years, but it a feature that tends to get lost in the shuffle as you learn how to use Intellect for your business. As Beth puts it:

“Autoresponders are the hardest-working, unsung heroes of content marketing. They’re a series of emails you write once and set up to send out at pre-set intervals to anyone who asks for them.

“They keep working day and night, continuously reaching out to your audience with valuable content and relevant offers.

“They work for you whether you’re writing, eating, sleeping, or playing with your pooch. They never get tired, and they never give up.

“That’s pretty heroic.”

I agree and Beth gives you some great tips in her article on writing a great series that will offer you a payoff in months and years to come.

If you want to learn more about how this feature works in Intellect, take a look at this video from our Chaos University: Intellect 410: Welcome Email Series

Then, when you want to see some great tips on writing the best emails in the series, take a look at Beth’s article on “How to Write a Heroically Effective Email Autoresponder Series“.

Tips, Tricks and Secrets # 10: Snippets

We have been sharing some of our favorite tips, tricks and secrets using our software products. If you look in the tags on the sidebar, “tips” is a great way to see the other posts in this series. This tip is another that features our Intellect email client.

Tip #10: Snippets

If you send lots of the same replies to common questions or just have content that you tend to type out over and over again, this will quickly become one of your favorite features in Intellect 4 because it is such a time-saver!

If you have frequently used text in emails, you can and should save your response as a snippet.

Behind the scenes, snippets are really a folder full of little .html files, each with commonly used content ready to drop into any email message you write.

In Intellect, though, the snippets are easily used and saved using the Snippets section of the toolbar at the top of every email you write.

To save a snippet, you should highlight a block of text that you want to make reusable. Then, press F8 on your keyboard or use the Save Snippet button on the toolbar (it is found to the right or below the font choice) or go to Edit and click on Save selection as Snippet. You will be prompted for a name for this text you have highlighted. Once saved, it will be added to the drop-down list of Snippets you can insert at your cursor position any time you need it in the future.

To use a snippet, just put your cursor right where you want the text to appear, then use the pull-down and pick the content you want. As soon as you make your choice, Intellect will paste that content right where your cursor is!

Chaos University Returns: New Intellect and Legal Billing videos premiere

Hopefully, you have found our Chaos University and the wealth of free training information we offer there.  We recently added a few new videos to the mix, so if you haven’t looked there in a while, here are the new updates!

Intellect 411 – Mail Rules – All about creating your own rules in Intellect 4 for blocking or filtering junk mail and for filing messages in folders.

Legal Billing 105 – Adding Cloud support with ChaosHost – A remake version updated for the new LB 7.9.1.0 that also includes a cameo from our Chaos Billing for Android.

Legal Billing 106 – Client Ledger – An introduction to newest feature added to Legal Billing in version 7.9.1.0.

Tips, Tricks & Secrets #9: Redirect emails

We have been sharing some of our favorite tips, tricks and secrets using our software products. If you look in the tags on the sidebar, “tips” is a great way to see the other posts in this series.

Tip #9: Redirect emails

We seriously are not sure how we could run our business without this feature! It’s that useful to us!

This tip is for our Intellect email program and it is a way to take an email that was sent to you, but needs to be dealt with by someone else.  If you forward it to someone, you become the sender, not the original person who sent it. If the person you forward it to replies, the reply comes to you, not the original person who needed it. You find yourself in the middle of a conversation that you aren’t really part of and it becomes your job to bounce the replies back and forth and back and forth. No fun!

If you find yourself in this situation in the future, instead of forwarding the message to the right place, use the right-click on the selected message and choose Redirect. You’ll get to choose the person to give it to, just like with a forwarded message BUT this will also set the reply to address as the original sender. This way, any reply goes right back to the original sender AND you aren’t stuck in the middle!

We use this often when a message comes into support that really needs to be answered by our sales department and vice versa. Notice that the status field gets a Registered Trademark symbol (the R in a circle character) – ® as an indication this message was redirected rather than the F for forwarded or R for replied.