Sending Messages
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Last Update 7 maanden geleden
To compose and send messages within a client conversation, utilize the message box situated at the bottom of the page. Effortlessly transition between different communication channels during a conversation by selecting the desired channel icon positioned above the message box. This seamless functionality allows for smooth and efficient engagement with your clients across various platforms.
Choosing a Message Channel
Depending on what channels the contact is connected to, different channels will appear. Current messaging channels available in the CRM are:
- SMS
- Facebook & Instagram Messages
- GMB Messages
- TikTok DMs
- Web Chat Widget
- Internal Comments
Collapse Message Box
To enhance the readability of the conversation within your CRM, you can easily collapse the message box by clicking the line icon located at the far right above the message box. This will provide a more streamlined view of the ongoing communication, enabling you to better manage and navigate through the conversation history.
Creating a New Message
To compose a new message, click the plus-sign bubble icon. This feature allows you to send a fresh message to any client within your CRM database, ensuring effective and prompt communication with your customers as needed.
Create New Message
After clicking the New Message button, a pop-up will appear prompting you to select whether you'll be messaging your contacts (1) or team members (2).
Direct Message
Directly message an individual contact by selecting “Single Contact Conversation”, selecting the contact, picking a message channel, and clicking Create Conversation.
Group Chat
The “Group Conversation” option allows you to initiate a group chat with up to 10 participants, including yourself. To send your message, select a Phone Number for SMS, pick the contacts you want to reach, and click Create Conversation.
Internal Chat
To send an internal message, select one or more team members to share updates with, then click Create Internal Chat. Easily locate the user by entering one or more characters from their name or email address.
Once you fill out the prerequisites for each messaging type, you will be redirected to their conversation, where you can choose a pre-made template or create your message. Once the message is ready, click Send to start the conversation.
There you have it! Leverage your communication tools today to build meaningful customer relationships and collaborate more effectively with your peers.