How do I compose a message or respond to messages in Conversations?
Conversations allows you to create and respond to messages through a variety of channels.
You can connect the following channels in Conversations:
Facebook and Google only allow you to respond to messages sent to you. You can't initiate a conversation via those channels.
For more information on how to connect to Google or Facebook, click here.
Log in to your dashboard and select "Conversations".
Select the plus symbol to draft a new message.
In the "Send To" field, type the name, email, or phone number of the customer you want to message.
If the customer's information already exists in your dashboard, their name will show up automatically. If not, you can enter their email or phone number to send them a message.
Select (+)New Customer to add the new information to your contacts. For more information on adding customers or using our bulk import feature to add customers, click here
If multiple forms of contact are available, you can choose which channel to use. For example, if a contact has both email and phone number, you will be able to select between sending an email or a text.
Add a subject in the "Subject line" field and then type your message.
Pro Tip: Most email messages without a subject will end up in junk or spam folders.
Select the send button to send your message.
Pro Tip: You can attach files such as coupons, other promo items, or a QR code to your messages. PDF, image, audio, and video files of up to 25 MB are allowed. You can also send emojis for a more casual feel to your message.
Select the Star icon to send a review request to your customer.
The left hand navigation allows you to view your conversations. Just select which customer you want to message.
Pro Tip: You can also filter your conversations by channel. Click on the icon to turn that channel on or off.
Select the 3 dots to add notes to the conversation or edit the customer's information.
All conversations are saved indefinitely and any previous conversations can be searched.
What is Conversations?
Conversations, our centralized messaging platform, funnels all your online conversations to one place. We give you a unified inbox where you can manage conversations happening on Facebook, Google, email, text, and your website. You can also manage ...
How do I access Conversations on mobile?
Conversations works on our mobile app exactly as it does on the desktop version. One added feature is that you will get push notifications that appear on your phone letting you know when you have received a new message. Log in to the app and scroll ...
Where do I check the messages submitted through the contact form on my website?
Form submissions can be checked in your dashboard. Log in to your account and select the Your Customers tile. Select the My Messages tab. You can view the message and reply directly from here.
How do I write my text message survey?
Our tool lets you send customizable text surveys to your customers. It works because 81% of Americans own a smartphone, and if we’re honest, aren’t we all glued to them? SMS surveys are a great way to catch customers where they’re already spending ...
How do I send a survey in Testimonial Collector?
To send a survey, select the Get 5 Star Reviews tile. Navigate to the Get Reviews tab and select Add Recipient. Enter your customer's first name, last name, email, and phone number. Select the Survey Type drop-down, and select whether you want them ...