How Do I Start A Conversation?

How Do I Start a Conversation in PhotoBiz?

Overview

The Conversations feature is part of the studio management tools included with the PhotoBiz Website Package. Conversations allow you to communicate directly with clients, leads, and contacts from your PhotoBiz account.

You can start a Conversation in several ways depending on where you are working. This guide explains each option so you can choose the best workflow for replying to a new inquiry or starting a message with an existing contact.

Ways to Start a Conversation

You can start a new Conversation using any of the following methods:

Account Notifications
Email Notifications
Contacts
Form Submissions

Most Conversation workflows begin when someone submits a form on your website. After a form is submitted, you can start a Conversation from your account notifications, the email notification, or the form submission details.

You can also start a Conversation from an existing contact record if the person is already saved in your Contacts.

Start a Conversation from Account Notifications

Use Account Notifications when you are already logged into your PhotoBiz account and want to reply to a recent form submission.

When a new form submission is received, it may appear in your account notifications. Open the notification to review the message, then use the available Conversation option to reply to the client or lead.

For full instructions, see: Use Account Notifications To Start A New Conversation

Start a Conversation from Email Notifications

Use Email Notifications when you prefer to manage new inquiries from your email inbox or mobile device.

Each form submission email notification includes a Start Conversation button. Click or tap the button in the email notification to reply to the inquiry and create a Conversation connected to that contact.

For full instructions, see: Use Email Notifications To Start A New Conversation

Start a Conversation from Contacts

Use Contacts when you want to message an existing client or lead saved in your PhotoBiz account.

Open the contact record, then use the Conversation option to start a new message. This is helpful when you want to follow up with someone who is already in your Contacts, even if they have not submitted a new form recently.

For full instructions, see: Use Contacts To Start A New Conversation

Start a Conversation from Form Submissions

Use Form Submissions when you want to review the original form entry before replying.

Open the submission in your Forms Dashboard, review the message details, then use the Conversation option to reply. This creates a Conversation connected to the contact so future communication stays organized.

For full instructions, see: Use Form Submissions To Start A New Conversation

Additional Options or Helpful Notes

Conversations are connected to contacts, which helps keep your communication organized over time. This makes it easier to continue communicating with the same client or lead after the first reply.

Conversation messages are separate from regular email marketing campaigns. If a contact unsubscribes from marketing emails, they may still receive Conversation messages because Conversations are used for direct communication between you and the client or lead.

If you manage most inquiries from your inbox, Email Notifications may be the fastest workflow. If you prefer working inside your PhotoBiz account, Account Notifications, Form Submissions, and Contacts allow you to start Conversations directly from your control panel.

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