Messaging and Communication

Modified on Thu, 29 Aug at 7:24 PM

How to Send Messages

To initiate and send a message within a client conversation, simply use the message input field located at the bottom of the conversation page. You can easily switch between different communication channels by clicking on the corresponding channel icon above the message input area. This functionality allows for a fluid interaction with your clients across multiple platforms.

Choosing the Message Channel

The available communication channels will vary depending on what the contact is connected to. The CRM currently supports the following messaging channels:

Email
SMS
Facebook & Instagram Messages
Google My Business (GMB) Messages
Web Chat Widget (coming soon)
WhatsApp (coming soon)

Message Channels

Collapsing the Message Box

To improve the visibility of your conversation threads within the CRM, you can minimize the message box by clicking the four corners icon located at the top right corner above the message box. This feature helps create a more focused view of the conversation, making it easier to review and manage communication history.

Collapse Message Box

Creating a New SMS Message

To send a new SMS message, click the "Create New Message" button located next to the funnel icon near the search bar. This option allows you to send a direct SMS message to any client listed in your CRM, ensuring timely and effective communication.

Create New SMS Message

Creating a New Message

After clicking the "Create New Message" button, a pop-up window will appear where you can enter the message details. Start by typing the customer's name. If the customer is already in the system, their phone number will auto-fill. If you're adding a new contact, you will need to manually enter their phone number.

For instance, in the example below, searching for the name "Esther" brings up a list of relevant contacts with their associated emails and phone numbers.

Customer Selection

Starting a Conversation

After selecting the customer’s name and phone number, you can either choose a pre-made SMS template or create a custom message to initiate the conversation.