template-contact-inbox

Contact Inbox Template

FREE

Pipefy’s Free Contact Inbox Template is designed to make it a lot easier for you to organize and respond to customer contacts.

Centralizing all the customer messages you receive will make it a lot easier to keep track of your responses: access the message’s content easily in the card to prioritize and respond them quickly.

Process template by Team Pipefy

Why use the Contact Inbox Template?

  • Allows you to share the contact form via URL or embedded on your page, or even use an email inbox to receive messages
  • Keeps all your customer messages in one place
  • Helps prioritize messages according to the content
  • Ensures all the information your teams may need to respond appropriately the message will be provided and in one place, saving time and effort
  • Offers a simple timeline view of all messages and its status, allowing for easy reporting to all those involved
  • Helps you keep track of the metrics related to the contacts response, like lead time average and SLA’s

Contact Inbox Start Form

  • What’s your name?
  • What’s your email address?
  • What’s your phone number?
  • What would you like us to know?

Phases

Screening

These are all the messages we’ve received via contact inbox. Include the reason for contacting and assign it to a responsible.

Queued

These are all the messages waiting for a response – don’t let people waiting for too long!

Contact

These are the customers the team should get in touch with. Let us know if and when you contacted the customer and if the situation was resolved.

Paused

These are the messages depending on the customer’s side – waiting for a reply, decision, file, etc.

Done

Congratulations! Messages taken care of!

Archived

Old messages, unresolved issues…