This view is not available to Users with the Company Light or Live Chat roles.

The Messages feature allows property managers to keep in contact with their leads, whether that might be via Schedule Genie appointment reminders, Text Us Now conversations, or Lead Nurturing SMS messages. All new conversations will be displayed in the Inbox section and will have bolded text and the number of new messages next to the lead's name or phone number. Should a user choose, they can archive, download, and respond to conversations in this tab. 

What Modules Use the Messaging Feature? 

1. Schedule Genie - If a lead has opted into SMS messaging within the Schedule Genie module, their appointment reminder will populate as a message. To get it set up, follow these steps. 
   
2. Text Us Now - Property managers can message back and forth with leads directly. To get it set up, follow these steps. 
   
3. Lead Nurturing - When a property manager has Lead Nurturing enabled, they can choose to send their drip communication via email or text message. To get it set up, follow these steps.
   

Messages require SMS Messaging to be enabled in the Features section of Company settings.

How to Enable Messages

1. Log into the dashboard. 
   
2. Click into the Company tab and select Features once it has expanded. 
   
3. Toggle SMS Messaging on and notice that the Messages tab populated in the navigation menu between Leads and Apps. 
   

Hover over an icon to view its function. 

To Interact With Leads Via the Messages Tab

1. Log into the dashboard. 
   
2. In the navigation menu, select the Messages tab. 
   
3. Select a conversation in the Inbox or Archived tab to view the message history. 
   
4. To find a specific conversation, type the customer’s name in the Search field.
5. To respond to a message, click the lead's name or phone number in the Inbox or Archived tab and into the . New and current conversations appear in the Inbox. Unread messages appear in boldface. Messages appear in chronological order with the message having the most recent activity displayed first.
6. To move a message from the Archived tab to the Inbox or vice versa, select the second icon ("Move to Archive") at the top right of the conversation window. 
   
7. To view the lead's Lead Details page, select the first icon ("Lead Details") at the top right of the conversation window. 
   
8. To mark a conversation as unread, select the third icon at the top right of the conversation window to open a dropdown. When it expands, select the "Mark as Unread" option. The lead's name will be bolded in the Inbox list and will show a (1) next to the lead's name to indicate that there is a new message. 
9. To download a particular conversation, select the third icon at the top right of the conversation window to open a dropdown. When it expands, select the "Download Message" option to open an Excel or CSV file that includes the following information: 
   
1. The lead's ID
   
2. The date the message was sent
   
3. The time the message was sent
   
4. The lead's full name
   
5. Who sent the message
   
6. Who received the message
   
7. The status of the message
   
8. The message's contents
   
10. To download all the messages in the Inbox tab, select the "Download All" button at the top right of the Inbox tab's conversation window. 
11. When it expands, select the "Download Message" option to open an Excel or CSV file that includes the following information: 
    
1. The lead's ID
   
2. The conversation thread ID
3. The date the message was sent
   
4. The time the message was sent
   
5. The lead's full name
   
6. Who sent the message
   
7. Who received the message
   
8. The status of the message
   
9. The message's contents

When a customer replies to a message in the Archived tab the conversation will be moved to the Inbox automatically.