Goal: To identify and appropriately handle emails from MailChimp

Permissions: Agent


There are a variety of emails that we receive from MailChimp. They can be categorized into the following groupings with the following actions.


Webinar or Training Offers

  Here is an example of a offer to attend a Webinar.

TRIAGE ACTION Add tag "Training", Set to "Closed" Assign to Tier 2 | Online Production, Pick Group Lead as Agent


Account Information/Statistics

  Here is an example of a periodic account info/summary.

TRIAGE ACTION Delete, or if in doubt, set to "Closed" Assign to Tier 2 | Online Production