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How To Use Account Notifications To Start A Conversation

Sep 20, 2024 | By: PhotoBiz Knowledge Base

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The Conversations feature in the PhotoBiz Website Package allows you to easily communicate with your clients or leads. The simplest way to see who has contacted you through your forms is by checking your notifications. This guide will walk you through the steps to start a conversation from your account notifications.


STEP ONE

Log into Your PhotoBiz Account, on the home screen you can click on FORMS under the Account Notifications section or the notification bell located at the top-right corner of your account.

STEP TWO

Select the notification and click on the notification under the FROM/DATE for the form submission you want to respond to.

STEP THREE

In the submission details, click the START CONVERSATION button (you'll find it at both the top and bottom of the page).

STEP FOUR

Enter your subject and message, then click the SEND button to begin your conversation with the client or lead.

Once you've submitted your conversation, you'll have a record of it within the contact. Any replies from the contact or your future messages will also be tracked here. 

Once you've sent your message, a record of the conversation will be saved under the contact. Any replies from the client, as well as your future messages, will be tracked here as well. You can click on the NOTIFICATIONS bell at the top right of the screen to reply to other submissions from any place in your control panel. 

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