The Conversations tool is a powerful way to interact with your customers, offering multiple features to streamline communication. One of its most useful capabilities is the ability to easily send files to your clients. Whether you're sharing PDFs with important information, sending approval forms for custom orders, or providing any other necessary documents, this feature helps ensure smooth and efficient communication. In this guide, we’ll walk you through the simple steps to send a file to a contact using the Conversations tool, making it easy to manage customer interactions and deliver important files seamlessly.
STEP ONE
Log into your Zibster account and click on CONTACTS in the left-side menu.
STEP TWO
Click on the name or email address of the contact you want to send a file to.
STEP THREE
Click on the FILES tab, then click on the UPLOAD button to add a file to this contact.
Important Note: This section will also contain any files you previously uploaded for this client OR if you're had them upload any files to you via the form & contract builder.
STEP FOUR
After you click on UPLOAD, you'll see the uploader appear. You can click on ADD FILES or drag and drop your files into the light grey box. After your files are added, click on the green UPLOAD button that appears.
STEP FIVE
After you upload your file(s), you'll be back in the main FILES tab. Check the box of the file you want to send, then click on SEND FILE.
STEP SIX
The SELECT CONVERSATION drop down menu will apear, where you can set up the conversation to send to your client. You can use an open, existing conversation OR start a new conversation. If you use an existing conversation, all you'll need to do is type your message and click on SEND. If you create a new conversation, you can add a SUBJECT and a MESSAGE and then send your file.
After you've sent your file, you'll have a record of it in your conversation tracker for your client contact similar to the screen shot below.
Your customer will get a branded email with your business logo and information similar to the screen shot below.
