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Archiving in the Web Inbox
Updated over 7 months ago

Contents

How-to Archive Messages

Users can click the “Archive Message” button to "remove" a message thread from the inbox, this makes it easier for volunteers to manage messages and navigate through the Inbox more quickly. This removes the message from the "All" inbox.

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The message goes into the archived folder. If a contact replies to the message, the message thread will show up again under the "All", "Unread" and "Needs attention" inboxes as expected.

Users can also archive conversations as many times as they need to.

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Automatically archive messages when a report is sent

With Automatic Archive Settings, you can automatically archive messages when a report is sent to help keep inboxes clean. This feature is found at the bottom right side of the inbox under "Automatic Archive Setting".

If the setting is toggled to "on" and a user submits a report, that message thread is automatically sent to the archived folder.

The user can then turn this toggle on or off to control the default behavior. Similar to the above, if a contact replies to the message, the message thread will show up again under the "All", "Unread" and "Needs attention" inboxes as expected.

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Automatic archiving of message threads older than 2 months

After 2 months, Impactive will automatically archive any message threads older than 2 months that have not had any recent activity. No action is required from users, this feature helps clean your inbox clean and saves you the trouble of having to manually archive old messages - though it’s worth noting that archiving as you go is best practice and can save you a lot of time.

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