Aptly Inbox
Inbox Basics
Navigating the Aptly Inbox
Navigate the Aptly Inbox with ease.
Aptly Inbox Power Features
Take control of your inbox with features like Snooze, Assign, Share, and Create a Card.
Connect a Shared Inbox
Add a shared inbox to increase transparency, accountability, and collaboration.
Collaborating in the Inbox
Share, comment, and assign conversations.
Compose a New Message
Create a new conversation from your inbox and navigate the message composer window.
Email Read Receipt Tracking
Track when a recipient opens your message.
Make Calls and Send SMS in Aptly
Make a phone call or send an SMS message to contacts in Aptly.
How to Send Bulk Emails and SMS
Use the bulk email composer to send email campaigns to your customers.
Configuring Private Topics
Use private topics to auto-categorize incoming emails, set up inbox rules, and use suggested Communication Templates.
Configuring Shared Topics
Use topics to auto-categorize incoming emails, set up Automations, and use suggested Communication Templates.
Inbox Insights
Analyze and use Inbox metrics to hold the team accountable.
Inbox Rules
Configure email rules to automatically take action as emails hit the inbox.
Inbox Keyboard Shortcuts
Click less and use your keyboard for specific actions in the Inbox.
Email Auto-Responders
Configure email rules to automatically take action as emails hit the inbox specifically when you are out of the office.
Email Parsers
Configure email parsers to create cards sourced from other vendors.
Reply To or Forward an Email Message
Reply to or forward any email message.
Organize Your Inbox with Folders
Organize your emails in folders and hide or delete unnecessary folders.
Organizing Emails with Topics
Topics allow you to label and group similar conversations for easy viewing.
Create a Card from a Conversation
Turn a conversation into an action item by creating a card.
Searching the Inbox
Use the search bar to find specific conversations.
Conversation Reminders
Set up reminders on email and SMS to receive notifications for follow-up.
Set up a General Use Email Parser for Leads
Use a general email parser to create lead cards from other lead sources.
Registering Your Phone Line for A2P 10DLC
All businesses using SMS messaging need to register for A2P 10DLC.
How to Use AI in the Inbox
Use AI in the inbox to speed up replies.
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