We’ve added a new feature that allows you to attach a PDF URL in addition to Image, Audio, and Video URLs. Attaching your PDF URL Once you’ve entered the flow editor, create a ‘Send Message’ action. Click on the ‘Attachments’ tab at the top of the message node: Choose ‘PDF Document URL’ from the dropdown […]
Much like email, we allow you to archive incoming messages, while outgoing messages are kept to verify the origin of messages sent via the channels connected to your account. To archive incoming messages: Click the “messages” tab. Select the boxes to the left of the messages you’d like to archive. Click the “archive” icon. Archived […]
We allow you to add labels to classify responses. You can also create your own labels to keep track of messages as you receive them. This makes it easier to organize your messages and sort through them when exported from the platform. Note that you may also label messages within a workflow. To label your messages: Click […]
Adding Quick Replies to your Messages
Quick replies is a feature that enables you to provide contacts on IP messaging channels such as Facebook Messenger, Viber, and Telegram with a predefined set of responses. Create your Quick Replies To add quick replies to a message, simply click the dialogue icon beneath the Send Message action dialogue box: Next, add your quick replies responses: […]
Sending Manual Messages to Contacts or Groups
There are two options for sending manual messages, which are outside of flows, to your contacts. To send a message directly to a single contact, first navigate to the contact’s individual page. Find them in the “Contacts” tab. Then, simply click the “Send Message” button in the top right corner. To send to a single […]
What’s the Difference between ‘Inbox’ and ‘Flows’ Messages?
In the Messages tab, you’ll notice that some incoming messages are found in the Inbox while others are in Flows. What’s the distinction between these folders? The difference is simple. Inbox messages are received outside of a flow and are handled elsewhere. Flows messages are received within a flow. That’s it! See more about Messages in our Help Center.
Sending an Email
Use the Send an Email action to send an email from within a flow. The resulting email may contain values referenced using the following variables: @contact @urns @results @fields @channel @run.results.[results name].extra @parent @input expressions, e.g. @(today()) or @(now()) In the example below, we demonstrate how a clinic might use this action to send an email to staff […]
Messages must first be archived in order to be deleted. Only incoming messages may be deleted; outgoing messages are kept to verify the origin of all messages sent via our platform. Click the “messages” tab. Check the boxes next to the messages you would like to delete. Once selected, click the “Archive” icon that appears […]
Schedule a Message to be Sent Later
We allow you to schedule messages to be sent at a later date and time, and repeat them daily, weekly or monthly. Note: Sending a scheduled message is different from setting up a campaign. Scheduled messages are great for bulk messages to contacts or groups. For example, if you wanted to tell everyone in a group that you will […]
Messages can be exported to a spreadsheet document for review outside the platform. To export incoming and outgoing messages: Click the “messages” tab. Click the “export” box above and to the right of the message list. Select the group(s) of contacts whose messages you’d like to export, then choose a start and end date to […]