Automated Forwarding with message

Hi... I need to be able to always forward certain messages based on criteria but also add a short, preset message before it is sent. Like I could if forwarding an email manually. Also to be able to add a 'cc' address as well as a main email forward address. Is that something you could add? Thanks

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  • Hi Tim, 

     

    Thanks! We are currently working on adding new Rules conditions: Outbound & closed. This gives you the opportunity to create rules with certain conditions to auto forward information. 

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      • Tim B
      • Tim_B
      • 1 yr ago
      • Reported - view

      Tamara Berner Sounds good thanks Tamara. Please let me know when it might be ready to try or test. Cheers

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    • Tim B We have just launched the possibility to add rules on outbound and/or closed. Please let me know if you were able to create a solution on this. 

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      • Tim B
      • Tim_B
      • 1 yr ago
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      Tamara Berner Hi Tamara... thanks for letting me know. I just tried to set up a rule that I thought might do what I want but its not. I tried to add 'send a message' where you can type text in, but that seems to only go back to the sender? What I need it to forward it on (with attachment and a message) to two addresses. I tried adding in 'forward to email' but that doesn't include the message text I wrote. Am I missing something or doing it incorrectly? 

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    • Tim B Thanks for adding. I have just tested this and you wouldn't be able to add the extra message, I checked, but the rich HTML message will be send to the original receiver, however, the forwarding action of a rule did forward the actual message in my case. Would it be possible for you to reach out to team@trengo.com so me & the customer happiness can look in your case?

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      • Tim B
      • Tim_B
      • 1 yr ago
      • 1
      • Reported - view

      Tamara Berner  Ok thanks Tamara.. will do.

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  • 1 yr agoLast active
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