Conversations Tips and Management

Conversations in ConveYour offers you a visual messaging manager designed to help you track recent messages and responses.

The logic will be familiar, like a text messaging app you have on your mobile device.

Why would I use this instead of my text messaging app?

ConveYour conversations is targeted at managing your business-specific conversations, and without using your personal mobile number. For example, if you use ConveYour to manage prospects, or employees - you can keep your work life separate. You also have the ability to block and unblock messages from specific senders - which is helpful for unwanted SPAM messaging!

In addition, administrators and other key personnel can be added to your account to help manage your account, respond to requests, and manage your contacts.

Some key features in conversations include:

  • new Presence feature makes it easy to see which user or admin is "working" a conversation.
  • keystroke - use the keys: [shift + return/enter] to send messages
  • better media support for images and video
  • better snippet search and quick navigation
  • filter and search by topic or person
  • ability to drag and drop media files (such as images or video) to enhance your conversation

Use the conversations tool, like you would any other texting app AND ALSO know that you can:

  • use snippets to re-use frequently used standard replies like an address, or follow-up notes
  • use placeholders to pull in data from the contact database, such as their name, location or company name - to save you time and personalize the message, (and ensure you spelled it correctly!)
  • view contact information while messaging them
  • view stats to check delivery of sent messages - ensure the message was received!
  • take a picture or record video plus instant access to any of your shared social media
  • include relevant web links, or search the web for relevant info to include
  • use the filter to find specific conversations

Conversations inbox too full? Simply hover on an older conversation to reveal a checkmark next to the organizing left side tab. Click on the checkmark to archive the conversation! You don't lose that information - and you can still search for that conversation, it's simply stored with your account.

archive conversation or closeout text
closeout or archive this conversation - click check

Receiving SPAM messages and need to block a sender? Block those messages! Let's say you receive a message that is unwanted and unnecessary. You can block that sender! When you receive a message that is obviously SPAM. Click on that contact's context menu on the far right of the conversations dialogue box, simply choose Block Incoming Messages:

block future incoming messages - from contacts context menu

And if, for some reason, you blocked this contact by mistake, you can also unblock their messages:

unblock messages from contact's context menu

Adding Media to Your Conversation

Multimedia enhances your conversation!

Drag and Drop

Add images / pictures to your text, or small video files to your conversation by dragging and dropping the media from your system to the conversations interface.

When you drag a media file to the conversations interface, the screen will darken and you are prompted to "Drop file here!"

This actions opens the media manager, where you can crop and manage the media to add to your conversation.

Conversations Tool Bar

The ^ icon allows you to maximize or minimize the conversation message composing area.

conversations tools
add image or video to your text

The "camera icon" in the conversations toolbar opens the media manager by Filestack. View options of links, video, and your connected social media accounts, so that you can include media in your message (shown below):

upload or select image or record video on the fly!

Once an image is added, you can crop, encircle, or rotate the image and then click save (to save your edits):

edit image

Then click "upload" to upload your image to the conversation:

upload image

The conversations interface lets you know the attachment is ready - and will be sent along with your next typed message when you click "SEND":

attachment ready

If you send out a message to numerous recipients, you can also view stats to see who has seen the message and the percentage of views:

view stats

The "clipboard" icon lets you select from your saved snippets in order to include oft-repeated information into this message.

The {...} icon will access placeholders and enhance your ability to personalize the message, when sending to multiple persons, or include your fields like "company name" into your message (if you are feeling lazy).

Visit Conversations from the primary ConveYour navigation and get started by sending yourself a message!

Learn More