Interactions

At the End of This Lesson You will be able to view and manage all your contact conversations (Email, SMS, and Simplero Chat) in one place inside Simplero. Find all the Conversations with One User Go to Contacts -> Interactions In the left sidebar, you will: See a list of all conversations in the account Spot unread messages Search for specific conversations Mark conversations as favorites Filter by unread and favorite messages Reply or contact the user with Interactions Click on any conversation to view the full message history with that contact. Choose the channel that best fits your message. - Inside the conversation, you can respond using: Email SMS Simplero Chat Reply back or reach out through any of the available communication channels: Email, SMS, and Simplero Chat. Manage deals from the conversation On the top right, you can: Select a pipeline Create a deal linked to the contact Open pipeline settings or view deals in a new tab Note! Interactions are only available on Scale and Skyrocket plans.

Go to Contacts -> Interactions Click on the conversation in the left sidebar Start a new email by clicking on the @ icon (Optional) Reply back to an email using the Reply icon under their response: We will automatically set the subject of your reply at the bottom, which you can edit by clicking on it.

Sending SMS inside Interactions Go to Contacts -> Interactions Click on the conversation in the left sidebar Click on the SMS icon Send an SMS: NOTE! Voice messaging is not possible via SMS inside Interactions at this time, only text. Request your own dedicated SMS number To be able to send and receive text messages using interactions, you’ll need to request a dedicated number. The first time you access SMS inside interactions, you will be required to request access to the SMS feature: It has different associated costs depending on which countries you’d like to send and receive messages from. You’ll be informed throughout the process depending on your specific use case.

Go to Contacts -> Interactions Click on the conversation in the left sidebar Click on the S icon When sending a new chat message, you will be able to pick the sender admin: Type and send your chat message Important! Only Chat conversations initiated from Interactions will display on this page to make the interface cleaner.