The conversations page of the application is where you will spend most of your time communicating with your contacts.

Screenshot of Conversations screen

Active conversations are listed on the left. You may view an individual conversation by selecting it from the list. When viewing an active conversation, there are three types of messages:

Inbound messages are left aligned and have a grey background.

Outbound messages are right aligned and have a blue background.

Notes can be entered into a conversation via the API and are meant to be contextual to the conversation, like a voicemail transcription or a note from a CRM / e-commerce system. This feature may not be available or enabled on every account type.

Opt-in Status

Opt-in status preview
Each contact has an opt-in status, which defaults to "opted-in." The opt-in status of a contact controls the ability to use automated features of the application including but not limited to:

  • Blasts & Contact Lists
  • Drip Campaigns
  • Reminders

A contact is opted-out when any one of the following keywords are received: STOP, END, QUIT, CANCEL, UNSUBSCRIBE

Conversely, a contact is opted-in when any of the following keywords are received: START, UNSTOP

Depending on your carrier, you may still be able to send transactional and conversational (non-automated) text messages to a contact who has opted-out. However, a contact opt-ing out with a keyword may trigger a block on the contacts cellular network and messages may not be delivered.

You may also manually opt-out a contact from their contact details page by checking the "Opted out" checkbox and clicking "Update Contact Details".

A consent message generally contains information identifying the sender, notifying the recipient of your intent to communicate with them via text messaging and provide them an option to opt-out (e.g. Reply STOP to unsubscribe.).

Some users may have a consent message requirement set at the Organization level by their account admin. If enabled for a user, contacts' consent message status is displayed next to the contact name in the active conversation view.

When sending a message to a new contact or a contact who has not yet received the consent message, the intended message will be preceeded by a consent message, allowing the recipient an opportunity to acknowledge or opt-out of receiving messages. Once the consent message has been sent, an indicator will be added to the contact details and conversation views denoting their status.

Consent message status preview

Starting a new conversation

  • Click "New Conversation" from the top right of the app. Screenshot of Conversations screen
  • Next, you can choose to send to a phone number or select a contact from your address book.
  • Send to Phone Number
    You can send to a phone number by entering it into the "Send to Phone Number:" field and clicking "Start Conversation".
  • Choose Contact
    Start a conversation with an existing contact by searching or scrolling through the address book and clicking on the contact.

Archiving Conversations

It is important to archive inactive conversations in order to maintain the best performance and user experience. When a conversation is archived, all message history is retained, but the conversation will be hidden from the active conversation list.

Note: There is not currently a way to view all archived conversations, but they will appear in search results.

Archive Conversations in Bulk

Archive Conversation Bulk Preview

If you have a large number of conversations that you would like to archive, we recommend using the bulk archive features. You can select the checkbox next to each conversation, or use the checkbox at the top of the list to toggle the selection of all conversations. Once you've selected the conversations that you would like to archive, click the archive button on the top right of the list.

Archive Individual Conversation

Archive Individual Conversation Preview

You can archive individual conversations by choosing the "Action" dropdown, and choosing the "Archive" option.

Delete Individual Conversation

Delete Conversation Preview

You can delete individual conversations by choosing the "Action" dropdown, and choosing the "Delete" option. You will be asked to confirm deletion of message history. This will delete all messages for this conversation and this action is NOT reversible.

Some users and account types may have the delete option disabled by their administrator.

Conversation Features

Export Message History

You are able to export conversation history from an individual conversation using the Export Messages feature.

  1. Click the "Export" button to open the export options modal.
Export Conversation Preview
  1. Choose a start and end date.

Note: Start and end dates must be within 7 days of each other.

  1. Select an export format. The options are CSV and HTML.
  2. Click "Export" to begin the export. Depending on the number of messages in the conversation, the process can take up to 30 seconds. A download prompt will automatically open when the export is complete, allowing you to save it to your preferred destination.

Send MMS

You are able to send and receive MMS messages. MMS messages are currently limited to pictures and video in this app but will be updating it with better file support in the near future. MMS file support will vary per carrier.

To send a MMS file, click the camera icon from the message composer section.

Export Conversation Preview

Note: It is recommended that MMS files stay under 1.5mb to prevent filtering by the recipient's carrier.

Send Canned Response

Canned responses are pre-written messages that you can use as replies to common inquiries, as away messages and as automatic replies to keywords.

  1. To send a canned response, choose the double arrow icon in the message composer to launch the selection modal.
Export Conversation Preview
  1. Select a canned response from the list to prepopulate the message textarea with the canned response. Canned responses are NOT automatically sent, to allow you the opportunity to edit the message prior to sending.
  2. Click Send (or hit Shift-Enter, when focused on the textarea)

Apply Drip Campaign

Drip campaigns are a set of scheduled messages that can be used to gain your contacts attention and engage them in conversation. When applied, they are automatically scheduled consecutively based on their interval from the time of application.

Example: You would like to apply a drip campaign that has a total of three messages. Drip 1 has an interval of 1 day, Drip 2 has an interval of 3 days and Drip 3 has an interval of 5 days. When you apply that campaign to a contact, the first message will be scheduled for 1 day from now. The second message will be scheduled for 3 days from now and the third would be scheduled 5 days from now.

Drip messages will be sent until a reply has been received by the contact. If a message is received from the contact before any scheduled drip messages have been sent, any that are unsent will be automatically deleted.

  1. To apply a drip campaign to a contact, choose the water droplet icon from the message composer area to launch the drip campaign modal.
  2. Choose a campaign from the list and a preview of the campaign will be displayed.

apply drip campaign preview

  1. Click "Apply Campaign" to initiate the drip campaign sequence.

Note: Some users and account types may not have the drip campaign feature enabled. Drip campaigns will also be disabled for any contacts that have been opted-out from marketing and automations.

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