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Set up tags, quick replies and your signature

Create tags and quick replies for your team, and add your own email signature.

Written by Vineeta Pendse

Set up the tags and quick replies your team uses in Inbox, and add your own email signature. Go to Settings > Inbox > Overview.


Tags

Sort conversations by what they're about, such as returns, claims or delivery, and filter Inbox by them. Tags are shared by your whole team, and only admins can create them.

  1. Under Tags, enter a name, for example "Claims".

  2. Choose a color.

  3. Click Add tag.

To rename a tag or change its color, edit it and click Save. Each tag shows how many conversations it's on.

Tip: admins can also create a tag directly in a conversation. Click Tag, type the name and choose Create.


Quick replies

Templates for the answers you give most often. Admins create them, and everyone on the team can use them.

  1. Under Quick replies, enter a name, for example "Refund or replacement?".

  2. Write the text.

  3. Add placeholders with Insert: Customer's first name, Customer's full name, Order number or Your first name. They're filled in automatically when you use the quick reply.

  4. Click Save.

To change a quick reply, click Edit next to it.


Your email signature

Your signature is added automatically under every reply you send from Inbox. It's never added to internal notes, and each colleague sets their own.

  1. Under Your email signature, write your signature, for example your name and team.

  2. Click Save signature.

Signatures are text only.


Next step

See how to use them in conversations in How yayloh Inbox works.

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