Tips & tricks
Tips and tricks for streamlining your email workflow with SendBoard
13 articles

Written by Christl de Wet, Mark Fowles and Darryl Daniel



Mark notification as unread
Learn how Email for Trello users can flag a card notification as unread
Written by Christl de Wet. Updated over a week ago
Manage your email contacts in Trello
Every contact that you email is saved under your SendBoard account. Learn how to update their name, email address and mobile number.
Written by Mark Fowles. Updated over a week ago
Using the SendBoard reference number in Trello Automation
Learn how to extract the SendBoard reference number and use it in Trello Automation rules.
Written by Christl de Wet. Updated over a week ago
Use saved replies to respond faster
Set up saved replies for common scenarios so that it’s quick and easy to reply.
Written by Mark Fowles. Updated over a week ago
Start a new conversation on an existing Trello card
Learn how to have multiple email threads, with different contacts, all on the same Trello card.
Written by Mark Fowles. Updated over a week ago
How to forward/attach an email to an existing Trello card
Learn how to forward an email from your email client and have it automatically attached to a conversation on an existing card.
Written by Mark Fowles. Updated this week
Exclude past emails from your reply
If you add new contacts to an email thread, you might want to exclude previous messages from the email history.
Written by Mark Fowles. Updated over a week ago
Get a Shareable link to a conversation
Find out how to easily share the details of a conversation with anyone who has access to the internet
Written by Mark Fowles. Updated over a week ago
Outbound BCC Address
Set up a special email address to keep a backup on your own server of all emails you send from Trello.
Written by Darryl Daniel. Updated over a week ago
Message history formats
Previous messages from the thread are displayed below outbound emails you send. There are two message history formats to choose from.
Written by Mark Fowles. Updated over a week ago
Include variables in your emails and Saved Replies
Use special keywords in your emails that will be replaced by the relevant value when the email is sent.
Written by Mark Fowles. Updated over a week ago
Send an email with a Trello comment using @reply or @email
Send emails by adding a Trello comment so that you can automate emails or send emails in the Trello iOS or Android apps.
Written by Mark Fowles. Updated over a week ago
How to merge similar cards in Trello
Learn how to merge Trello cards so that you can group related information and continue correspondence on a single email thread.
Written by Mark Fowles. Updated this week