This is available on Subscription Tiers:
Grow, Promote, Free Unlimited, Essentials, Accelerate, & Ultimate.
Why This Matters
Conversations take communication with your Clients to the next level. With Conversations, not only can you leverage Segments to create custom recipient lists, but you can also select your Sender, save Drafts, email test previews, and much more!
Pre-requisite Pro-Tip
- If you have received the Communications feature upgrade, the previous Conversations has been streamlined into Unified Inbox where you can access and send email, sms, and in-app chat all in one place.
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If you are looking for information on conversations in Unified Inbox, please scroll down to "Step-By-Step How To - Conversations in Unified Inbox".
Step-By-Step How To
Conversations At-A-Glance
In addition to the basic information such as the Sender, Recipients, Subject, Status, and Date--the Unread column shows you which emails have or don't have unread messages, and which were sent as 'NR' (No Reply; i.e. don't allow conversations).
Note: Understanding the Unread column of the Conversations Mailbox:
- Conversations with no unread messages will show a blank grey circle.
- If there are unread messages, the count of those unread messages will be shown inside a red circle.
- If sent as a 'No Reply' email, then you will see a grey circle with the letters 'NR'.
Creating a New Email
1. Start by going to Communication > Conversations, then clicking '+ EMAIL' on the top right of the screen. From here, you will discover a number of exciting options to custom tailor your messaging.
2. Choose which ‘Send As’ option to use as part of your email communication:
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As the Business - Don’t allow conversations (“noreply sender”)
- Select this option if you want the sender to be the business, but do not allow replies: one-way communication to your recipients.
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As the Business - Allow conversations (replies to and from recipients)
- Select this option if you want the sender to be the business, and you want to allow conversations (i.e. your recipients can reply and responses will be shown).
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As Self - Allow conversations (replies to and from recipients)
- Select this option if you want the sender to be yourself, and you want to allow conversations.
3. Choose your recipients: Create custom distribution lists by manually adding people inside or outside of your system individually - or leverage the power of Segments to select a pre-defined group of people from your Segment list.
4. Give your email a Subject, and leverage the power of the message editor to tailor your message to your recipients. You can customize the style of your email, embed images, use placeholders, and much more using the message editor
5. Customize your Email Signature--the signature for your email will depend on which 'Sender As' you selected. As part of Conversations, we've added a new Staff Signature template for you to customize via Communications > Settings > Email Signatures. Quickly access this new feature by clicking the 'Edit Signature Templates' button.
6. Add an attachment to your email by clicking the 'Upload' button.
7. Decide what you would like to do with your email -
Click 'Preview' to:
- Send yourself a test email prior to sending the actual message
- Type in emails to send a test email to and click send
- Click 'BACK TO EDIT' to exit preview mode.
Click 'Schedule' to:
- Schedule a date for the email to send
- Change your mind? No worries, you can always edit or abort the email from being sent.
Click 'Send Now' to:
- Instantly send your email
- You can only send new emails after the recipients, subject, and message contents have been defined.
Email Filters
There are 7 different email filters you can use to easily identify the email you're looking for:
- All - selected by default, shows every email in your system
- Unread - filters to only emails with unread messages/threads
- Sent - filters to only emails with outbound messages that have already been sent
- Scheduled - filters to Conversations scheduled to be sent in the future
- Drafts - filters to any unsent emails that were saved
- Search for email subject -type into this text input box to search emails by subject
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Show only messages I sent - toggle to see messages where you're the original sender
Step-By-Step How To - Conversations in Unified Inbox
In Unified Inbox, A "conversation" is all the communication between you and a Client or Lead. Some of these can also be "group conversations" with more than two people. Conversations contain multiple channels of communication (although some, like SMS, do not support groups).
- Read more about the incoming Unified Inbox.
To View Conversations:
- Head to Communication > Inbox
- By default, you'll see "My Conversations," which contains all conversations that you're having. Open the drop-down at the top to filter by status or, if you're an Admin, you can choose "All Conversations," which allows you to:
- View all the conversations at your gym, so you can make sure everyone is staying up to date, and even reply as that person
- View Chat conversations that are for your business or one of your locations, but not specifically for you
Conversation rows display the recipient or group name, the channel of the most recent message, what time that most recent message was sent, and (if applicable) badges indicating a Scheduled message, a Draft message, and a count of Unread messages. Click a conversation to view its contents.
FAQs
- "Can I add multiple Segments to my recipients field?"
Answer: Sure! Just type to search for your Segments and add. No Segments yet? No problem, just click ‘Choose Segments’ and then click ‘New’ to create one on the fly. - "If I send an email to a Segment, will members see who else the email went out to?"
Answer: No. Each email recipient will receive their own individual email, and those recipients will not see each other in the "To" field of the email (similar to BCC). - "How can I type my own signature into the body of the email?"
Answer: Just click the 'X' button on the top-right of the signature block to remove it.
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