Adding Customers to Conversations (Subscriptions)

Once created, customers are able to be added to conversations in order to be messaged in campaigns. This is performed on a selected customer's record in the Conversation screen. You are able to subscribe the customer to conversations and participate in messaging. A checkmark beside the conversation in the customer's profile indicates that the customer is associated to the conversation.

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Adding Customers to Conversations

To add a conversation to a customer:

  1. Navigate to the Customer Browser screen.

    images/download/attachments/56623433/customer_browser.PNG

  2. Search for and select the desired customer. The Customer Profile screen displays the customer's information. For more information on searching for customers, please see Searching for Customers.

    images/download/attachments/56623435/customer_record.PNG

  3. Click the Conversations sub-tab. The Edit Subscription Information screen opens.

  4. From the View conversations that are: drop-down field, select the conversation criteria you need. The default is All:

    1. All: All conversations are displayed.

    2. Deactivate: Displays conversations that are deactivated

    3. Inactive: Displays conversations that are inactive

    4. Opting In Invalid: Displays conversations where opting in is now invalid

    5. Activate: Displays conversations that are activated

    6. Active: Displays conversations that are active

    7. Waiting: Displays conversations in a pending status and are not active

    8. Opting In: Displays conversations that allow the customer to opt-in

    9. Opting Out: Displays conversations that allow the customer to opt-out

    10. Terminated: Displays conversations that have been terminated

  5. Click the checkboxes beside the desired conversation or conversations you wish to associate to the customer.

  6. Click the Save button to save the conversation.