How to send emails and/or text messages from the conversations tab.
Updated: August 21, 2024
Here are the steps:
- Navigate to the Conversations tab in the menu pane.
- Select the Contact within the Conversation you wish to reply to
- Click SMS, WhatsApp, or Email.
Please Note: If the Contact does not have a phone number saved, there will not be an option to send an SMS message. If the Contact does not have an email saved, there will not be an option to send an Email message.
Toggle between the tabs if needed. Type your SMS or Email in the box and click the blue Send button when you are ready to send.
You can also add Custom Values, Attachments, and Emojis using the icons in the lower right portion of the SMS messaging field. Access Templates or Request a Payment by using the icons in the lower-left corner of the text field.
Tip: You can schedule your text message to send at a later time. Click the clock icon beside the "Send" button. Select the Date, Time, and Contact Timezone. Click Send Schedule to schedule the SMS/email.
Open the above image in a new tab to see text bubbles
Unsent messages in Conversations are now automatically retained.
- If you begin typing a message and leave the screen before sending, your draft will be preserved and ready when you return. This means you won’t lose your progress and can pick up right where you left off without having to retype.
This feature does not apply to WhatsApp messages.