This guide shows you how to use Orlo's priority features to mark inbound messages, allowing you to quickly identify and address urgent queries.
Benefits 🙌
- Identify emergency issues - allows users to visually highlight high-priority messages making it easier for people to respond quickly to urgent messages
- Inbox organisation - Use the priority tags to organise your messages working your way through your priority list
In this article:
1. How to assign a priority to a message
2. Filtering the inbox by priority messages
3. Automatically assign a priority
How to assign a priority to a message:
1) Click on the Inbox button at the top of the dashboard.
2) Once you have located the message that you want to assign a priority to, click on the icon on the message and select from a P1 to a P5 (P1 being the highest priority and P5 being the lowest).
Colour Codes:
A coloured ring will appear around the sender's profile picture, providing a clear visual indication of the message's priority level.
Filtering the inbox by priority messages:
1) You can filter the inbox by priority messages in two ways. Firstly, by using the quick filters at the top of your message view, and via the filters section on the left-hand side.
Quick filters option:
Main filters option:
Automatically assign a priority:
1) You may have certain keywords/ topics that warrant a priority tag being added for incidents. You can automate this process by using triggers in Orlo.
To set up a trigger, navigate to the 'Manage' dropdown and select the 'Automation' button.
2) Select the '+ Create Trigger' button to create your trigger, give the trigger a name and select the accounts you want to apply this to for messages in the inbox. You can then customise the rules of the trigger.
Example trigger for priority tagging:
Once you are done, click 'Save'
For more details on setting up triggers see our help guide for further instructions.