How do I start a conversation?
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Wednesday, November 11, 2015
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Conversations is a great tool that comes as part of the Client Relationship Builder that allows you to send messages to your clients or potential clients. There are two ways you can start a conversation with a client or potential client: through your Contacts tool or through your form submissions.

In order to start a conversation from your Contacts, first click on the Contacts icon and click on the name of the person you'd like to start a conversation with.

From there, click on the Conversations tab, then click on start conversation.

After you click on start conversation, you'll be able to enter your subject and message

Once you've entered your subject and message, click on send

Alternatively, 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 icon, 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.

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