The reply handling rules are shared across your company and are the same for every SenderThe company's mailbox that the campaign letters go out from. Ideally a new mailbox used only for campaigns, on the company's domain and in the sending person's own name.Where to find itMail › SendersGlossary. The only things that differ per sender are who gets the tasks and what language the letters go out in. You ask for rule changes in the conversation: ApexThe assistant we built ourselves, the one you talk to; this row takes you back to the conversation.Where to find itLeft sidebar, top rowGlossary shows the before and after on a card, and the change takes effect only after you approve it. You can also rewrite the two automatic letters yourself on the Reply handlingHow Apex handles the replies to campaigns.Where to find itWhat Apex knows › Reply handlingGlossary page.
Postponers
By default they become tasks: you decide when and how to get back to the company. The other option is the Follow-up campaignA campaign for those who wrote "get back to us later".Where to find itWhat Apex knows › Reply handlingGlossary: postponers go into a separate campaign that gets back to them on its own months later. When the third postponing reply arrives, Apex asks which you prefer. You can switch either way at any time.
The automatic letters
The unsubscribe confirmation and the thank-you for a forward can be rewritten: with Apex in the conversation, or by yourself, sentence by sentence, by opening the letter. From the first change on, your company's own text goes out, and Apex translates it into the other languages.
Who gets the tasks
The company's OwnerThe person handling the company; they get the tasks from the company's replies. If there is none: "No owner".Where to find itDizzlet › Summary, at the bottomGlossary; if there is none, the owner of the SenderThe company's mailbox that the campaign letters go out from. Ideally a new mailbox used only for campaigns, on the company's domain and in the sending person's own name.Where to find itMail › SendersGlossary. For each sender you can say who the owner should be, for example the salesperson who handles the replies. In detail: Who gets the task from a reply.
Everything can be restored
Apex keeps the history of changes: who changed what, and when. One request restores the earlier version, and you can also use the "Restore" button on the approved card.
What cannot be changed
Handling of bounced letters and unsubscribes always runs: this protects the SenderThe company's mailbox that the campaign letters go out from. Ideally a new mailbox used only for campaigns, on the company's domain and in the sending person's own name.Where to find itMail › SendersGlossary's reputation, and carrying out an unsubscribe is mandatory. You also cannot set which replies become tasks, and who gets the task cannot differ from rule to rule. If you ask for something like this, Apex passes the request on to the Trendizz team.
Where to find it
What Apex knows › Reply handling; in the "Get back to us later" row, the "Discuss with Apex" button; the letters by expanding the "The email I send in this case" row. Any member of the company account can ask for this
Ask ApexApex sets it up, with your approval
Put postponers into the follow-up campaign.
Ask ApexApex does it, with your approval
Make the unsubscribe confirmation letter a bit more casual.
Ask ApexApex tells you
Who changed the reply handling, and what did they change?