Email for Trello features

Receive emails in Trello

Your team’s help desk – in Trello

Connect your existing customer support email address. Emails arrive as new cards so that you can visualize your tasks, emails and entire workflow in one dashboard.

Saved Replies

Save time with customer support templates

Got lots of similar support tickets? Avoid errors and focus on what matters with Saved Reply templates.

Some example help desk templates:

• Direct customers to articles in your help center

• Request account information to offer further support

• Resolve a help ticket to close off a conversation

Reply with Trello automations

Automate your customer service emails

Use Trello rules to automatically send out templated emails from your help desk based on triggers. Less time spent typing means more time for meaningful work!

Variables

Personalize your help desk emails with variables

Boost customer success and engage with customers by name! Use variables to insert contact names, Trello content and Custom Fields into your emails. Each variable will be automatically populated with the relevant value when you hit send.

Auto-reply templates

Ensure customer success with auto-replies

Set up an auto-reply template to respond instantly to incoming emails. Standardize your communications, save team time and deliver the best possible customer service. For example:

• Confirm receipt of your customer’s message

• Give an estimated turnaround time

• Link to help articles that might help resolve their query

Custom reply-to address

Use your own customer service address

Direct all emails to your dedicated support inbox. You can receive emails to your own SendBoard subdomain (e.g. help@example.sendboard.com) or choose to use your own email address.

Merge Trello cards

Merge duplicate help desk tickets

Dealing with the same customer service issue on different email threads? Issue management is seamless and effortless with our Merge Card wizard.

Reply with Trello mobile apps

Solve customer service issues on the go

Manage customer support requests on the Trello mobile app. You can even reply to emails on the go! Simply type your response as a comment, starting with the keyword “@reply”.