How does DotSimple in-app inbox work?
DotSimple in-app inbox mirrors your LinkedIn inbox. You will be able to manage your existing conversations all in one place.
Filters
You will be able to filter your messages depending on the conversation activity and even on whether your prospect/client has gotten back with a positive or negative answer:
In filters, you can also choose to see all messages in your LinkedIn inbox or only those messages coming from your DotSimple campaigns:
Notes & Tags
Notes
You can add notes to your conversations with any information you want to add. This information will only be visible to you. To add notes in a conversation:
Click on the conversation and on the right side of the screen click notes
On the bottom of the page click on ADD NEW NOTE
A window will be displayed. Please enter title and description of the onte
Click ADD
Tags
You can also add tags to your conversations, you can choose between default tags and customizable tags. This way you can filter your chats easily.
Creating a tag
Head over to the inbox and click on any conversation
On the left side of the screen click on the tags tab
Once in the tags tab, click on ADD NEW TAG at the bottom of the screen and a window will be displayed.
To create the tag, simply type the name of the tag on the field and click create new
NOTE: if the tag is not created, the message create new will show. If the tag is already created, it will look for the tag so it can be selected.
The created tags will show under the tags tab and you will be able to filter them as well.
Filter conversations by customizable tags
First, click on the tags icon
Then type the name of your tag, select the tag from the drop-down menu, and all conversations with that tag attached will show up:
Filter conversations by default tags
Click on the tags icon
Click on the drop down menu and all the default tags will be displayed
Click on the desired tab and all the conversations with that tag will show up
Manage your Tags
In order to manage your contacts’ tags click on on the three dots on the upper right corner of the contacts list and you will see Add/Remove tags and Delete tags
When clicking any of the options, you will have the option to either add tags to multiple contacts or remove tags from multiple contacts at the same time.
How can you do this?
1. Add tags
Click on the three dots & click on Add/Remove tags
Select all the contacts you wish to add a tag to.
Click on the plus [+] icon
Select a default tag, an already created tag, or create a new tag
Click ADD
2. Remove tags
Click on the three dots & click on Add/Remove tags
Select all contacts that you wish to remove a tag from.
Click on the minus [-] icon
You will be shown all tags attached to your selected contacts
Select the tags that you want to remove, or remove all.
If tags were selected, click REMOVE
We hope you found this article helpful! In case you have any questions or need any further assistance, please do not hesitate to reach out through our support chat or via email at office@dotsimple.io