Workflows in the CRM are automated processes designed to streamline your communication by sending out messages based on specific triggers or actions. To auto-mark messages as read when sent from a workflow:

Navigate to the Workflows section of the CRM.

Select the workflow you intend to send messages from.

Look for an option labeled “Mark as read” and enable it.

By enabling this feature, any outbound communication from this workflow will automatically mark the conversation as read in your inbox. It’s important to note that if there is an unread customer reply in the conversation, it will remain marked as unread. This ensures that you do not miss any important customer interactions.

This setup ensures that any message sent out as part of the specified campaign will automatically be marked as read in your inbox, streamlining your message management and keeping your focus on conversations that need your attention.

Troubleshooting Tips

• Workflow Not Marking Messages as Read: Ensure the “Mark as read” option is enabled in the workflow settings. If it’s enabled and messages are still showing as unread, check if there are any unread customer replies in the conversation.

Frequently Asked Questions

Will auto-marking messages as read affect my response rates? No, this feature only affects how messages are displayed in your inbox. It does not impact your response rates or metrics.

Can I choose specific messages within a workflow or campaign to mark as read? Currently, the auto-mark as read feature applies to all messages sent from the specified workflow or campaign.