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Emails being received in employees Outlook Inbox instead of HubSpot.

Sometimes we may receive an email "request for assistance" into our own inbox. All emails should be sent to aaha@aaha.org. This workflow is how to handle the email response to the sender for the next time they need Customer Engagement's assistance.



Issue:

Customer Engagement members have received an email from an internal teammate in their direct email Inbox.

 

Action:

Respond to sender and CC AAHA@aaha.org with the following message:

Hello [Insert Name],

Thank you for reaching out to us with your request.

To ensure swift and efficient handling I have forwarded this to our dedicated Customer Engagement support team at aaha@aaha.org. Going forward, we kindly request that you use this email address for any future assistance needed from the team.

We appreciate your partnership and cooperation in streamlining our communication channels.

If you have any further questions or require additional assistance, feel free to reach out.

Thank you once again.

 

Note: If you are continuing to get requests from the same employee, please CC Liana @ liana.jensen@aaha.org and she will address.