To compose and send messages within a client conversation, use the message box at the bottom of the page. You can switch between different communication channels at any point by selecting the channel icon above the message box.
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 make the conversation easier to read, you can collapse the message box by clicking the line icon at the far right above the message box. This gives you a cleaner view of the conversation history and makes it easier to scroll back through previous messages.
Creating a New Message
To compose a new message, click the plus-sign bubble icon. This lets you send a fresh message to any contact in your CRM database.
Create New Message
After clicking the New Message button, a pop-up will appear asking 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.
📌Note: All participants will be able to see the phone numbers included in the conversation.
Internal Chat
To send an internal message, select one or more team members to share updates with, then click Create Internal Chat. You can find a user by entering one or more characters from their name or email address.
Once you've filled in the details for your chosen message type, you'll be taken to the conversation, where you can pick a pre-made template or write your message from scratch. When you're ready, click Send to start the conversation.
That's all there is to it. Use these tools to stay in touch with your clients and keep your team in the loop.