Channel Rules Default Inboxes & Groups

The Channel Rules Engine leverages powerful technology to automate and organize your Request and Lead workflows. Create rules to progress Requests and Leads from Inbound to Qualified, or automatically disqualify them. You can also create Groups of two or more team members to use for assignments, receive notifications simultaneously, and more to further streamline your review processes. Learn how to create and manage channel rules here. 

In this article, you'll learn how to manage your Channel Rules Groups and Default Inboxes.

Note: This feature is available to all Suppliers on Marketplace or the Customer Experience Platform.

Contents

Configure Default Inboxes

Create and Manage Groups

Configure Default Inboxes

Notifications will be sent to the Default Inbox to ensure that unassigned Requests and Leads don’t go unnoticed.

Tip: Store Admins and Sales Managers are typically assigned to receive requests from the Default Inbox so that
they have visibility and can route the request to the appropriate contact to follow up.

To configure Default Inboxes:

1. Navigate to your Channel Rules grid under Settings in the left hand navigation bar
2. Click Settings in the top right corner of the Channel Rules page
3. Click Set Default Inbox from the drop-down 
4. Set a default inbox for unassigned Orders, RFQs, Sample Requests, Document Requests, and Leads
5. Click the Edit icon to add up to 10 recipient emails for each Request or Lead
6. Click Save

Now, every time an unassigned lead or request comes in, email assignees will receive a notification in real time.

Create and Manage Groups

Create Groups of two or more team members to use for assignments, receive notifications simultaneously, and more to further streamline your review processes. Groups allow you to assign multiple representatives to receive real time notifications based on the Channel Rules you configure for Requests or Leads.

To create a Group to easily assign multiple representatives at once:

1. Navigate to your Channel Rules grid under Settings in the left hand navigation bar
2. Click Settings in the top right corner of the Channel Rules page
3. Click Create a Group from the drop-down 
4. Enter a Group Name 
5. Add two or more Group Members
6. Click Create Group

To manage or edit Groups:

1. Navigate to your Channel Rules grid under Settings in the left hand navigation bar
2. Click Settings in the top right corner of the Channel Rules page
3. Click Manage Groups from the drop-down 
4. Find the Group you want to update and click Edit on the right of the row
5. Edit the Group Name to update it 
6. Click Add Member on the bottom right to add Group Members or click the Remove icon on the right of a member’s name to remove them from the group 
7. Click Save on the top right of the the slide out modal

To delete a Group:

1. Navigate to your Channel Rules grid under Settings in the left hand navigation bar
2. Click Settings in the top right corner of the Channel Rules page
3. Click Manage Groups from the drop-down 
4. Find the group you want to delete and click Edit on the right of the row
5. Click Delete Group on the bottom left of the slide out modal 
6. Click Delete Group in the confirmation pop up 

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