Conversations

Every enquiry has a conversation panel on its detail page, showing every email you’ve sent and every reply the contact has sent back, in order.

Reading the conversation

Open an enquiry from Leads to see its conversation on the right. Automated messages sent by an automation are labelled Automation. New replies from the contact are labelled New until you’ve had the panel open and in view for a few seconds, at which point they’re marked as read.

Replying

Write your message in the box at the bottom of the panel and click Send. If this is the first message in the thread, you’ll also be asked for a subject line — after that, replies automatically continue the same subject so the thread stays together in the contact’s inbox.

Replying to a New lead automatically moves it to Contacted. If you’ve spoken to them by phone or another channel instead, open the enquiry’s menu (top right of the page) and click Mark as contacted to update their status without sending an email.

Inserting a registration link

Click Registration link in the message toolbar to insert a pre-filled registration link into your reply, then send as normal.

Keeping up with new messages

The conversation checks for new messages automatically. If someone else on your team replies while you have the panel open, or the contact sends a new message, it appears without needing to refresh the page.