There is a demand for an email platform that caters to the needs of present-day organizations and their workflows. Collaboration is fundamental to businesses in our current time. This includes the manner in which teams get in touch with their clients, partners, customers, and prospects. Various tools and applications are used along with email for communications.
This is where Polymail Team comes in. So far, scores of people have benefited from this email application. When you sign up for the first time, you will get a 14 days free trial of the Premium plan. This will give you access to the advanced features. You can send invites to your associates and co-workers to join your team. If you like the Polymail Team feature, then you can always upgrade to Premium to enjoy its benefits in the long run.
Inviting people to join the team
To invite team members you should first select the carrot present at the bottom left portion of the email application. Then choose Settings from the sidebar. Under Settings, scroll down to Team and Users. In this section, you will be able to view the primary email accounts linked with your team below the Team account title. It would include team features such as Sequences and Analytics. The next title that you will see in this section is to invite teammates.
You can invite team members by entering their email addresses in the space provided below the title. They will become members of your Polymail team, once they have accepted your invitation request. Whenever, a new team member joins your team, you will be charged for it.
Adding team members to a conversation
Polymail allows you to chat internally with your team under email conversations. This feature would save time as teams would be able to discuss and make decisions quickly without getting their inbox flooded with forwards and carbon copies (CC’s). To add a team member in a conversation, all you have to do is type @ followed by the team member’s name.
By mentioning the name, the conversation gets shared with that person. That team member will be able to join the conversation by going to Mentions, which will be present in the left sidebar.
Integration of Slack with Polymail
You can share a Polymail conversation to Slack by simply clicking on the Share option present on the top right portion of the email application. This way you will able to collaborate with team members who are available on Slack and don’t have an account in Polymail.
You can select whom you want to share the conversation with on Slack by entering the name of the team member or the channel in the pop-up window. This feature of Polymail makes it more accessible to organizations that want to improve the efficiency of their internal team discussions.
Sharing Email Conversations
You can determine who would be able to see your shared conversation. By tweaking the share settings, you can decide who can see your email conversation. In order to do this, select the Share option available at the top right portion of your email. Next, a small window pops up containing the share link. Below the share link you will see an option “Change this”, which would let you modify sharing permissions. The three options to choose from under share settings include anyone with the link, only teammates, and private.
Once this is done, you can click on the blue-colored Copy option to copy the conversation link. Polymail also allows you to adjust the sharing permissions for a shared email conversation at any given time. In addition, you can delete a shared conversation by clicking the delete icon present at the top of the application.
Measuring team performance with analytics
The email application’s Team Analytics feature helps you to analyze the performance of your team. You can navigate to Team Analytics by clicking the Analytics icon at the bottom left portion of the application. You will then be directed to a page with a graph showing the numbers and a table below showing the statistics of team members for a particular time period. Polymail Team Analytics lets you track categories such as the number of new emails sent by a team member, percentage of messages opened by the receivers, links that were clicked by the recipients, attachments downloaded, and replies for the sent emails.
In Polymail Team Analytics you can decide the categories for which you need the statistics. All you have to do is disable particular categories that are not important for you. This would show the statistics of the remaining categories that are relevant to you. When you place the cursor over one specific date on the graph, a small window will show you the statistics for all the categories for that specific date.