CRM and Unibox
Unibox, the shared inbox for replies
How to use EmailPal's Unibox. Views, filters, reading and replying, reminders, scheduled replies, reply templates, labelling leads and keyboard shortcuts.
What Unibox is
Unibox is one inbox for every mailbox you host with EmailPal. Replies to your campaigns land here, so you can read them, answer them and label the lead without logging in to each mailbox. Find it in the sidebar under Outreach, next to Engage and CRM.
It is on for every account on every plan. The older Inbox page only shows when outreach is switched off for your account, and it redirects to Unibox when outreach is on. The unified inbox
Views
Two tabs sit at the top: Primary and Others. More views are under the More chip, and Unread is its own chip.
| View | What it shows |
|---|---|
| Primary | Conversations that have a message from the other person, that are not done and that are not in Others. |
| Others | Conversations with no matching lead and no campaign. |
| Unread only | Conversations you have not read. |
| Reminders only | Conversations with a reminder set. |
| Scheduled emails | Replies you scheduled to send later. |
| Sent | Conversations with mail you sent. |
| Done | Conversations you marked done. |
Use the Status, Campaign and Mailbox chips to narrow the list, and Search conversations to search. The chips show counts.
Read and act
Open a conversation to see the thread. Buttons above it let you:
- Done the conversation. It leaves Primary and goes to Done. Reopen brings it back.
- Mark read or Mark unread.
- Star it.
- Remind me. Pick Tomorrow morning or Next Monday, both at 9:00, or Clear reminder.
- Set status. This labels the lead. Lead statuses
The side panel shows the lead's Email, Company, the Campaign and Your mailbox.
Reply and forward
Reply or forward from the conversation. The side panel shows which of your mailboxes the conversation is on.
- Send later is the arrow next to the send button. Choose Tomorrow morning, Monday morning, or Pick date and time. Scheduled replies appear above the thread, where you can Cancel them, and under Scheduled emails.
- Reply templates are saved replies you can drop into any conversation from the composer. A template can have a short name that shows as its shortcut. Templates can use
{{first_name}},{{name}}and{{company}}. Use Manage templates… to edit them.
Replies you send from Unibox count toward the mailbox's daily cap, in the same rolling 24 hours as campaign emails. Campaign sending limits and mailbox rotation
Keyboard shortcuts
Shortcuts work when the cursor is not in a text field. Press ? for the list.
| Key | Does |
|---|---|
j or the down arrow | Next conversation |
k or the up arrow | Previous conversation |
/ | Search |
Esc | Close the composer or conversation |
e | Mark done or reopen |
u | Mark unread or read |
s | Star |
x | Select for bulk actions |
1 to 9 | Set lead status |
r | Reply |
f | Forward |
Ctrl and Enter | Send |
What replies do to a campaign
A reply stops that lead's sequence when Stop when a lead replies is on. An automatic reply stops it only if Stop on automatic replies too is on. Lead states and stop rules
FAQs
Where did the old Inbox go?
With outreach on, the Inbox page redirects to Unibox. Your mailboxes and their mail are the same.
Does EmailPal label replies as positive?
No. You set the status. An automatic reply is the one case it labels itself, as Out of office. Lead statuses
Can I use my own email app instead?
Yes. Every mailbox has IMAP and SMTP credentials. SMTP and IMAP credentials