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Replies posted by nika.gerson.lohman

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N
Apprentice
nika.gerson.lohmanApprentice
asked in Automations and Workflows

Assign incoming mail addresses to their account manager

Thanks Keer. It might not have been clear, but we cannot use the domainname because some mailaddresses for a domain may need to go into one group, where other mailaddresses need to go into another group. Sindhoori from support gave me the solution... which is so much easier than expected, should have thought of this myself 1. Add a tag to the contacts that have to be assigned to a group. You could export the contacts > add the tag to the CSV file and do a contact import to update the contacts with tags.2. Create a customer segment view.3. Setup a ticket creation automation based on the custom segment to assign tickets to the group.

3
Keer
Community Debut
3 years ago

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