Option 1. Using Your Email Notifications
Each form submission that you receive an email notification for will show a START CONVERSATION button that you can easily click on to reply to your client's message. This will automatically get your messages into your contacts and conversation tracker.
Option 2: Using Your Account Notifications
STEP ONE
The easiest place to find who has contacted you through your Forms is by logging into your PhotoBiz account and using the Account Notifications section on the home page of your PhotoBiz account.
Click on the FORMS option on the home page.
STEP TWO
Click on the notification name that you want to respond to.
STEP THREE
Click on the START CONVERSATION button.
STEP FOUR
Type your Subject and Message and click on the SEND button to start your conversation with your lead or client.
Option 3: Using Your Form Submissions
You can start a conversation via your form submissions. This is a convenient way to respond to a client or potential client after they have completed one of your forms.
First, click on the Forms option, then the submissions tab. Click on the name of the form, then click on the email of the submission you'd like to start a conversation to.
From there, you'll see the details of the submission, as well as three options for what you'd like to do with this submission: delete, print, and start conversation.
Click on start conversation.
After you click on start conversation, you'll be able to enter a subject and message, then click on send.
The benefit of starting a conversation from a form submission is that it will also contain a link to the form submission with the message. For example, below is an example of the conversation from the form submission, and the text View Form Submission is clickable to the contact's form submission.
Option 4: Using Your Contacts
STEP ONE
Log into your PhotoBiz account and click on CONTACTS in the left-side menu.
STEP TWO
Click on the name of the contact you'd like to start a conversation with.
STEP THREE
Click on the CONVERSATIONS button in the column of Contact settings and then click on START CONVERSATION.
STEP FOUR
Type your conversation Subject and Message and click on the SEND button.
After you've sent your message, the conversation is tracked within your account so it's easy to find your messages between you and your client.
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