Our Conversations tool is a great way to interact with customers. One of the many ways you can use conversations is to easily send customers files. A great use of this feature could be to send pdfs of information they need to know after hiring you, or to send over retouched images.
STEP ONE
Log into your PhotoBiz account and click on CONTACTS in the left side menu.
STEP TWO
Find the contact name you wish to send a file to in your list of contacts.
STEP THREE
Click on the FILES tab in inside your contact information.
STEP FOUR
Click on the UPLOAD button and upload the file you want to send to your contact.
After you've uploaded your files to your contact, you'll see them listed.
STEP FIVE
Check off the files you want to send to your client and then click the SEND FILE button.
Pro Tip: You can select multiple files if you've uploaded them.
FINAL STEP
You can configure the following options before sharing the files with your customer:
- CONVERSATION: choose if you want to send the files through an existing conversation or start a new conversation with your files.If you choose New Conversation, you'll be able to add a SUBJECT, if you choose Existing Conversation, your subject will be your previous conversation.
- MESSAGE: include a message with your files
You'll also have the files you're sharing with your customer listed.
Click on SEND to share your files to your customer.
Your customer will receive an email with your branding and information on it similar to the screen shot below with links to their files. This interaction will also be captured in stored in your conversation tracker if you need to reference it again in the future.
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