Checking Conversation Message Details
All messages in your Conversations section have a vertical navigation menu. (The three dots menu dropdown will appear when you hover over a message.) Select “Details” from the dropdown to view various message details including the direction of the message, type of message, if a specific automation automatically fired it off (vs. being manually sent), […]
Using Filters and Bulk Actions in Conversations
Organizing your messages is easier than ever with Bulk Actions and Filters in Conversations. In this article, you’ll learn what you can do in the Conversations tab to ensure you don’t miss out on opportunities with your leads. Bulk actions Filters By using the Quick filter, you can filter by:
Contact Engagement Score
With this feature, you can measure how much a contact interacts with your business. This can help you know the level of interest they have. This can help your business prioritize where to communicate with your leads and nurture them. To calculate the scores, you need to track interactions, such as email opens, calendar appointments, […]
Conversations Overview
In this tutorial, we’ll provide an overview of the Conversations section of your menu. Read on to learn how to navigate through this section. 3. Schedule Message. With this feature, you will have the ability to schedule messages directly on the conversation page with your contact and send them later. This includes both, SMS and Emails. […]