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Replying to Transactional Emails

Genius avatar
Written by Genius
Updated over 2 weeks ago

When you reply to a customer email in DriveCentric, your response stays connected to the original email thread. This ensures clean, organized communication and prevents duplicate conversations.

Replies will only start a new thread if you discard the reply and send a new email, or if you forward the message.

This behavior applies across:

  • Customer Card → Activity tab

  • Conversations tool

  • Customer Card → Conversations tab

  • Mobile app (iOS & Android)


Reply vs. Reply All

Reply

  • Sends to the original sender only

  • Keeps the existing email thread

  • Does not include CC recipients

Reply All

  • Sends to the original sender and all CC recipients

  • Preserves CC and BCC automatically

  • Keeps the existing email thread


When the Reply Button Appears

You’ll see Reply (and Reply All, when applicable) under an incoming email unless:

  • The customer has opted out of email

  • The email was sent to another user and you don’t have permission to reply

  • The original recipient is inactive


What Happens When You Reply

Clicking Reply or Reply All opens the Email Editor in Reply Mode.

Reply Mode locks key fields to protect email threading.

  • To: Replaced with a reply indicator (system-controlled)

  • Send As: Preset and locked

  • Subject: Automatically set to RE: Original Subject

  • CC/BCC:

    • Reply: No CC included

    • Reply All: Original CC/BCC preserved

  • Body: Start typing immediately—email history is hidden, but threading is handled automatically

Exiting Reply Mode (trash icon) discards the reply. Any email sent after that starts a new thread.


Forwarding an Email

Forwarding sends the email as a new, separate conversation.

How to forward:

  1. Open the Customer Card

  2. Go to the Activity tab or Conversations

  3. Click the three-dot menu (⋮) under the email

  4. Select Forward Email

  5. Enter recipient email addresses


Replying on Mobile

You can reply from:

  • Activity tab

  • Unreplied drawer

  • Conversations

When replying, the composer shows “Replying to ___ via Email”, confirming the message will stay in the same thread.

Need Assistance?

For assistance, reach out to your Customer Success Team using the Support Icon in the bottom-right corner of DriveCentric!

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