Conversations Mobile App

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Conversations Mobile App

The ActiveCampaign Conversations mobile app allows users to engage with contacts through live chat and email while away from their desks. This feature is essential for maintaining communication with leads and customers in real-time, ensuring that no message goes unanswered, even when you are on the move. By providing push notifications for incoming messages, the app empowers users to respond at their convenience, thereby enhancing customer engagement and satisfaction.

How to Access the Conversations Mobile App

To start using the Conversations mobile app, you first need to download and install it on your mobile device. The app is available on both iOS and Android platforms:

• [Download for iOS](https://itunes.apple.com/app/id1437855234)
• [Download for Android](https://play.google.com/store/apps/details?id=com.activecampaign.conversations)

After installation, log in using the same username and password that you utilize for your ActiveCampaign account. Access to the app requires the purchase of the Conversations add-on for your ActiveCampaign account, and only users with agent permissions can use the application. Users with "View Only" access are not able to operate this feature.

Step-by-Step Instructions

Once you have logged into the app, follow these steps to navigate its core functionalities:

View Conversations

1. After logging in, the app will default to display all Open conversations. 2. To view both open and completed conversations, use the filter option and select All.

Chat with Visitors

To engage in a live chat: 1. Tap on the conversation from your unified inbox or the push notification received. 2. Select the Chat option. 3. Type your response in the text field. 4. Tap Send to deliver your message.

The presence of a green dot indicates that the contact is currently online and able to receive chat replies.

Send an Email

If you need to respond to a chat via email or reply to inbound emails: 1. Tap the conversation from the unified inbox or the push notification. 2. Choose the Email option. 3. Enter your message in the provided text field. 4. Tap Send to dispatch your email.

Mark a Conversation as Complete

To mark a conversation as handled: 1. Open the conversation from your inbox. 2. Tap the Complete option located at the top right of the screen.

Configuration Options and Settings

The following configuration options are relevant for optimal usage of the Conversations mobile app:

• Conversations add-on: Required purchase to utilize the app.
• Agent permissions: Only users with these permissions can interact through this app.
• Filters: You can filter your conversations to view open or completed discussions.

These settings enhance user experience, ensuring effective management of customer interactions.

Best Practices and Tips

• Regularly check the app for new messages to ensure timely responses.
• Utilize the chat feature to maintain a personal touch with your contacts.
• Mark conversations as complete to keep your inbox organized and manageable.
• Familiarize yourself with both the chat and email response features to optimize communication based on visitor presence.

Common Use Cases with Examples

• A customer inquiring about product details via live chat: You can respond immediately using the chat feature while on the go, thereby enhancing customer satisfaction.
• Responding to inbound emails from leads that have reached out without any ongoing chat: After viewing the inquiry, simply select the email option and type your thorough response.
• Following up on leads who might have previously engaged but did not convert: Use the app to check any ongoing conversations and handle them promptly.

Troubleshooting

If you encounter issues while using the Conversations mobile app, consider the following troubleshooting tips:

• Ensure that you have the latest version of the app installed from the iOS or Android store.
• Check your internet connection; a stable network is required for the app to function optimally.
• Verify that your ActiveCampaign account has the Conversations add-on and that you have agent permissions to access the app.

If issues persist, refer to the ActiveCampaign help documentation or contact support for additional assistance.

FAQ

Q1: What do I need to use the Conversations mobile app? A1: You need to purchase the Conversations add-on and have agent permissions for your ActiveCampaign account.

Q2: Can I view both open and completed conversations in the app? A2: Yes, by using the filter option, you can select All to view both open and completed conversations.

Q3: How do I send an email from the Conversations app? A3: After selecting the conversation, tap on the Email option, compose your message, and tap Send.

Q4: Is the Conversations mobile app available for all ActiveCampaign plans? A4: No, the Conversations feature is not available for new customers as of January 3, 2023, and requires specific plans.

Q5: What should I do if I don't receive push notifications on my device? A5: Ensure that notifications are enabled for the app in your device settings and that you are connected to the internet.

Q6: Can I use the app on a tablet? A6: Yes, the app is compatible with both tablets and smartphones on the respective app stores.

Q7: What if I forget my login credentials for the app? A7: You can reset your password through the ActiveCampaign website, which will allow you to log back into the mobile app.

For additional resources and information, refer to the ActiveCampaign documentation on the main help site. ```