The Conversations feature in the Zibster platform 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 Zibster account. On the home screen, click on FORMS under the Account Notifications section or the notification bell located in 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, a record of it will be saved under the contact. Any replies from the client, as well as your future messages, will also be tracked here. You can click on the NOTIFICATIONS bell at the top right of the screen to respond to other submissions from anywhere in your control panel.
After you've started your conversation, it will be tracked under your contacts profile in your list.
Your lead or client that you've started the conversation with will get a branded message featuring your logo and business information in their inbox similar to the message below and their reply will automatically be added back into the conversation to be tracked in your Zibster account.
