WhatsApp Messaging Inbox views

```mediawiki Navigation: Main_Page > WhatsApp > Inbox > WhatsApp Messaging Inbox views

WhatsApp Messaging Inbox Views

The WhatsApp Messaging Inbox views feature in ActiveCampaign allows users to effectively manage and navigate through their conversations on the messaging platform. This capability is crucial for teams that handle multiple interactions as it enables organized communication and prioritization of messages. With the ability to create custom views, teams can streamline their workflow, ensuring that important conversations are easily accessible while minimizing the clutter of irrelevant messages.

How to Access This Feature

To access the WhatsApp Messaging Inbox views, follow these steps:

1. Log into your ActiveCampaign account. 2. Navigate to the left menu and click on WhatsApp. 3. Select Inbox to enter the messaging inbox interface. 4. Look for the eye icon located at the top of your inbox to manage views.

Step-by-Step Instructions

Creating and managing views within the WhatsApp Messaging Inbox is straightforward. Follow the steps below to create a view:

Create a View

1. Click on WhatsApp in the left menu. 2. Select Inbox to open your inbox. 3. Click the eye icon at the top of the inbox. 4. Click the Create a new view + button. 5. Fill in the requested information:

  * **View Name**: Enter a name for your view.
  * **Public Toggle**: Toggle the option to determine if your view is public, meaning it will be accessible to your team (not visible to customers).
  * **Description**: Provide a brief description of what the view is intended to display.
  * **Available Channels**: Select the channel(s) for which this view will be applicable.
  * **Filters**: Click Filters + to set conditions for your view. You can create multiple conditions. To remove a filter, click the X.
  * **Sort Messages**: Choose how you want the messages to be sorted.

6. Click Save to create the view.

To pin a view to the top of your view list, click the vertical ellipsis next to the view you want to pin, and select Pin this view.

Edit or Delete a View

To make changes to an existing view or remove it altogether, follow these steps:

1. Click on WhatsApp in the left menu. 2. Navigate to Inbox. 3. Click the eye icon at the top of your inbox. 4. Next to the view you want to edit or delete, click the vertical ellipsis. 5. Select Update to edit the view or Delete to remove it.

Configuration Options and Settings

When creating or managing views in the WhatsApp Messaging Inbox, several configuration options are available:

• **View Name**: A unique identifier for your collection of filters.
• **Public Toggle**: Use this option to set your view as public for team members.
• **Description**: Helps team members understand what the view contains.
• **Available Channels**: Choose the specific channels for relevance.
• **Filters**: Create conditions for your view, allowing for tailored message filtering.
• **Sort Order**: Determine how messages should appear within your view.

Best Practices and Tips

- **Utilize Filters**: Create multiple conditions for your views to focus on specific types of conversations, such as open inquiries or urgent matters. - **Archiving Conversations**: It is recommended to create a view dedicated to closed or archived conversations so that your team can focus on currently active discussions. - **Pin Frequently Used Views**: By pinning important views at the top, you can save time and improve efficiency in accessing major conversation threads.

Troubleshooting

If you encounter issues while managing your views in the WhatsApp Messaging inbox, consider the following solutions:

- **Cannot Find Views**: Ensure you are in the correct inbox interface and have clicked the eye icon. - **Errors When Saving**: Double-check that all required fields are filled correctly and that the filters set do not conflict with one another. - **Issues with Filters**: If your filters aren’t working as expected, make sure they are applied correctly, and try removing and re-adding them as needed.

Related Features

Explore other features related to WhatsApp and messaging capabilities within ActiveCampaign for a more comprehensive understanding:

• WhatsApp
• Inbox
• Automation

FAQ

Q1: Can I create multiple views in WhatsApp Messaging Inbox?

Yes, you can create as many views as necessary and share them with your team.

Q2: What happens if I make my view public?

If you toggle the public option on, your view becomes visible to your team members but not to customers.

Q3: How do I filter messages in my view?

You can create filters by clicking on the Filters + button while setting up your view.

Q4: Is there a way to sort the messages in my view?

Yes, during the creation of a view, you can select how messages will be sorted to suit your preferences.

Q5: Can I delete a view I no longer need?

Absolutely, you can delete any view by accessing the options via the vertical ellipsis next to the desired view.

Q6: What is the purpose of the description in a view?

The description helps provide context about the specific filters and focus of the view to other team members.

Q7: Are there any restrictions on the channels I can select for my view?

You can select from the available channels relevant to your messaging needs when setting up your view.

By utilizing the WhatsApp Messaging Inbox views, you can enhance your team's efficiency and streamline communication processes effectively. ```