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How to organise your Inbox table view for higher efficiency
How to organise your Inbox table view for higher efficiency
Updated over 2 weeks ago

The Inbox table view is your go-to hub for managing all influencer email threads. It provides a centralized view of your communications, helping you:

  • Order and filter mailings

  • Track mailing statuses

  • Manage mailing content

  • And much more!

Understand the Inbox tableview

Key Features:

  1. Inbox dropdown: Access all mailings you’ve created directly from the dropdown menu.

  2. Recipient search bar: Quickly locate email threads for specific recipients.

  3. Mailing sending progress bar: Monitor the overall delivery progress of your emails.

  4. Bulk action buttons: (displayed when you select threads)

    • New Mailing: Create new emails for selected recipients (More details).

    • + Add To: Add selected influencers to another entity (e.g., List, Campaign, Mailing, or Stream).

    • Export: Download selected influencer profiles.

    • Mark as unread: Mark selected threads as unread to restore the red dot and bold subject line for easier identification.

  5. Inbox table: Centralize, order, check, and manage all emails sent from Upfluence.

  6. Mailing delivery summary: This summary bar updates dynamically based on your filters and provides insights such as:

    • Influencers: Number of unique influencers reached.

    • Threads: Number of conversations started.

    • Scheduled: Emails waiting to be sent (sent 1–4 minutes apart to avoid spam filters).

    • Failed: Emails that couldn’t be sent (use filters to identify issues).

    • Sent: Emails successfully delivered.

    • Replied: Emails responded to by influencers.

Suggested Inbox table organisation

For better efficiency, consider adding these columns:

  1. Recipient: Identify and filter by recipient.

  2. Message: Displays the latest message in the thread and shows errors if emails fail to send.

  3. Status: Check if emails are scheduled, sent, or replied to (More details).

  4. Mailing Name: Filter by mailing to work on a specific one.

  5. Campaign: Quickly filter by Campaign name to manage Campaign-related mailings.

  6. Sender: See the sender's email - useful when multiple users are involved.

  7. Last Communication: Displays the date of the last interaction; filter by date for easy navigation.

How to manage columns:

  1. Filter Icon: Use this on any column to sort or filter data based on specific criteria.

  2. Reset filters: Clear all filters to reset your search and start fresh.

  3. Manage fields: Customize the dashboard by selecting columns to show or hide for better organization.

Best practices for managing your inbox

1. Use filters to navigate effectively

  • Search by Recipient: Locate threads for a specific influencer.

  • Filter by Message: Display read or unread messages.

  • Filter by Status: View emails that are scheduled, sent, replied to, or failed. check more: How to understand email status and monitor mailing delivery

    • Example: Display all Scheduled threads to see pending outbound emails.

  • Filter by Campaign: Show threads related to a specific Campaign.

  • Sort by Last Communication Date: Quickly identify recent conversations.

💡 Example use case:
You want to see which influencers have replied to emails in a specific Campaign. Filter by Campaign, then filter Status > Replied for a clear view.

2. Leverage bulk actions

Save time by applying actions like moving influencers to a new Mailing directly if the ideal Mailing content already was created, or marking threads unread to multiple threads at once.

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