Starting a conversation

To start a conversation with a contact: 

• Navigate to the Conversations page from the Dashboard by clicking on the Conversations icon on the top-left of the screen or by clicking on the “Start a Conversation” button from the Smart List Progress widget. These are the 2 ways you can start a conversation going forward. 

• Click on the “To Contact” category and click on the contact you want to start a conversation with. 

• What’s new in the experience is that if the contact is part of multiple campaigns, the message templates for each campaign will be in order of the campaign start date. 
• Select the Conversation Starter you’d like to use (there may be one or more options) 
• Customize the editable fields in the message template (fields highlighted in blue are auto-populated). 

• Ensure that all flagged non-compliant words/phrases are corrected
• Click on the “Send Message” button to fire it off! 

For users of the previous version of the platform, note that you will no longer be able to start a conversation via the Account Profile page.