Chat

Updated Feb 24, 2025

There’s no better way for your members to engage with each other than starting a live conversation or reaching out to a group of members to chat about the content, make plans or simply just have real talk.

You can enable members to chat amongst themselves in the Site >> Configure >> Community features section:

This will add an icon on the navigation menu to access the chat from any page on the site:

Click on the Pencil icon, then type in the member/s name/s to start a new conversation or group chat:

Click on New group chat to set up a group and choose the users:

Then give the group a Name, Description, Image, and press Create:

You can view the Chat info by pressing the three dots in the top right-hand corner:


Leave Chat

Leaving a chat will remove the conversation from your Chat left sidebar.

When you leave a chat group, you won’t be able to see any past or future messages or receive notifications of new messages from that group.

You can find the option to Leave a chat conversation on the 3 dots menu:


NOTE! As an admin, you can access the Chat from the Simplero dashboard header. The chat will always be visible to you within Sites, so you can initiate a conversation with any member at any time.

If the Chat toggle is OFF on one of your Sites and any admin starts a conversation with a member, it will shortly make the Chat visible for that member right away.

Unread messages are represented with a red bullet on top of the Chat icon:

Email Notifications

We will send an email notification 5 minutes after receiving a new message on the chat unless:

  • You see the message within 5 minutes.

  • Other messages are added within 60 minutes of the last notification, in which case we won't send a notification for those.


Privacy Settings

You can disable the chat and screen new chat conversations via Simplero profile page >> Privacy section:

You can also control if anyone can message you, Admins or no one:

Trigger: Send Simplero Chat Message

You can now add a Trigger or Automation step that sends a DM to someone via Simplero chat: