Manage Email Conversations and Templates
Manage supported inbound email threads, replies, contact history, sender identity and reusable email content in Wemblo.
Overview
Search Aliases: email inbox Wemblo, email thread CRM, canned email response
MAIN CONCEPTS
| Thread | Related email messages grouped together. |
|---|---|
| Subject | Conversation topic. |
| From | Verified sender identity. |
| Reply-To | Mailbox receiving customer replies. |
| Template | Reusable email content. |
| Contact Match | Process connecting sender or recipient with a Wemblo contact. |
DAILY WORKFLOW
- Open Smart Inbox Email or the email conversation area where enabled.
- Review the subject and previous messages.
- Confirm the contact identity.
- Choose the correct verified sender.
- Reply manually or use an approved template.
- Add authorized attachments.
- Assign or hand over.
- Update fields, tags, pipeline and follow-up.
- Resolve completed threads.
TEMPLATE RULES
Use descriptive internal names. Keep links current. Add fallback values for personalization. Separate utility/service templates from promotional content. Include unsubscribe where required. Review templates when prices, policies or business hours change.
COMMON ISSUES & SOLUTIONS
| Reply starts a new thread | Review message headers, Reply-To and provider behavior. |
|---|---|
| Email contact duplicates another channel | Verify identity before merging. |
| Template variable is blank | Review mapping and fallback value. |
| Attachment fails | Check size, format and provider limits. |
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