Transcript
Welcome to the Conversations tab. Once you’re in the Conversations tab, you will see several options at the top of your navigation pan.
You have five options including Conversations, Manual Actions, Templates, Trigger Links, and the ability to analyse your Trigger Links. Whenever you land in the Conversations tab, you will start inside a Conversations, and for a brief overview, this is where you’ll be able to manage all messaging and opportunity status, appointments, sales, notes, and tabs. tasks with individual conversations and contacts. You’ll be able to see unread, recent, start, filter conversations, click into individual contacts, and see past text messages, emails, and sometimes Instagram and Facebook messages, as well as WhatsApp, if enabled in your account with that contact. You’ll be able to filter, add files, insert emojis, insert text templates, or email templates.
It’s also known as snippets, request payments, and add custom values into your conversation to better streamline your communication with individual contacts.
You’ll be able to see past text messages, see opportunity status, such as appointments, open and view emails that have been sent to individual contacts.
You’ll be able to see contact details on the right hand side, such as email, phone, owners of who the contact is assigned to in your team, see followers, add tags or remove tags, see which automations individual contacts have been inside of, or add them to new automations.
You can see all do not disturb or D&D settings that have been added by your team, yourself, or by the contact.
On the far right hand side, you can see the contact details, appointment details, where you can book new appointments, opportunity details, or you can add an opportunity detail, tax, where you can create new tasks, and notes, where you can add and view notes.
Next, let’s navigate to the manual actions. In this section, manual actions can be created by an automation or manually by your team.
Here, you can see the tasks that are assigned to you and the manual action associated with them. This could be SMS, to send a text, to send an email, and you can click on start menu actions when actions show up in your account.
You can then see workflows assigned to a specific individual on your team. Next, you have templates. Templates and snippets can be either text message or email.
You can create a text message and visualize the approximate characters, the approximate cost, attach files, test send that text message and save it.
You can also do that with emails. Last but not least, you have trigger links, which include individual links and the ability to analyse the links.
Trigger links can be used throughout your account, which allows you to track specific customer actions and trigger events based on when this link is clicked.
For example, inside the template section, whenever you create a new text template or email template, you have the ability to add a Trigger link.
Whenever the Trigger link is added, you will be able to see when people have clicked on that link. To visualise when people have clicked on the link, you can go to Trigger links and click on Analyse.
And this will show you when specific links are clicked on. You can also trigger automations using the Automation and Workflow tab to fire specific actions when a trigger link is clicked.