Inbox Management
An inbox is a critical component of the software, serving as the central hub for accessing and managing all conversations related to your campaigns, along with their associated contacts. Proficiently navigating the inbox and utilizing the quick-button features can lead to more efficient utilization of the software and ultimately, drive stronger campaign results.
- Understanding Your Inbox Queue
- Conversation Engagement
- Contact Info
- Additional Features
__________________________________________________________________________________________
How Does It Work?
To access messages in your inbox, click on the "Inbox" tab located on the header of your dashboard. A red icon with a small number indicates the total amount of unread messages.
Understanding your inbox queue
Your most recent messages will appear at the top of the inbox queue. Any rows with bold text indicates an unread message.
To open a message/conversation, click anywhere within the corresponding row. The text will automatically update from bold to regular text to indicate the message has been read.
Alternatively, to switch a message back to an unread status, click the checkbox in the lefthand column. Then, click on "Mark as unread."
Additional details about each contact is automatically pulled from LinkedIn and displayed in your inbox:
- Name: The contact's name doubles as a hyperlink to their LinkedIn profile.
- Company: The company with which the contact is employed
- Title & Tags: The position held by the contact and any tags associated with the contact
- Location: The geographic region to which the contact is located. This is independent and unrelated to the location of the contact's employer.
- Latest activity: A time stamp of the most recent inbound or outbound message sent.
- Connector messenger: The campaign (by title) that the contact was targeted for and is associated with.
- Label: Utilize the labeling feature to organize conversations and gain insights into the health of a campaign. More specifically, labels help identify well-performing campaigns and inform decision-making.
- To change a label, click on the square icon under the Label column
- To view conversations with a specific label, click on the topmost square icon. Then, select the label you want to filter by. To undo the filter and preview the full inbox again, update the label filter back to "No Label."
- Status: This column will update automatically as messages are sent/received. For the majority of the time, a user will not need to engage with this column.
- In the rare instance that you want to pull a contact out of your automated sequence, you can manually update the status to Talking, Replied, or No Interest. Doing so will stop all future automated messaging.
conversation engagement
On the far-right side of your browser, you will find the full conversation transcript. The most recent message will appear at the top. Scrolling down will allow you to view previous messages within the conversation.
Responding to a message in the software is equivalent to sending a direct message through LinkedIn.
Below are the various ways to respond to a contact from Sales Connector:
- Manual Response: To send a unique and individually crafted LinkedIn message directly through the software, click below the existing conversation on the "Type message" text box. Once the message is crafted, click on "Send LinkedIn Message"
- Response Messages: These are pre-curated messages to help a user quickly and effectively respond.
- Click on "Response Messages" and choose from your list. The message will auto-populate into the text box where you can then make edits, as needed. Once finalized, click on "Send LinkedIn Message."
- Please visit the Response Messages card for more information.
- Continue Sending Messages: Just below the response text box, there is a button labeled "Continue Sending Messages" which allows you to put a contact back into the automated messaging sequence.
- This feature is most frequently utilized when a contact responds to your connection request message with a generic thumbs up emoji or a friendly "happy to connect" reply, since a personalized response isn't required.
- Webhooks: This feature allows you to transfer contact information from Sales Connector to another platform such as a CRM or messenger service (i.e Slack).
- Click on "Select a webhook" to choose your desired option. Then, click on the double arrow icon to send.
- Please visit the Webhooks card for more information.
Contact Info
Further down on the right-hand column is a widget labeled "Contact Info." The phone number(s) and email address(es) listed here are pulled directly from LinkedIn to start, but are editable. For instance, if a prospect provides you with a secondary email address, you can add it into the "Email 2" field and click "Save." This will store the data for future use.
- Notes: This allows you to record any additional thoughts or updates associated with the prospect. Only users with access to your Sales Connector account will be able to see these notes.
- These notes are not visible and/or transferrable to LinkedIn.
- Tags: An additional way to sort/filter conversations in addition to our labeling feature. Please visit the Tags card for more information.
Additional Features
In the upmost right corner, you will see a series of icons next to the prospects name. These are called engagement features and allow for quick access to some key actions. Navigating from left to right, these icons allow you to:
Left of Contact's Name
- Conversation Bubbles - Update the conversation's label
Right of Contact's Name
- + with Conversation Bubble - Add the contact to a Messenger Campaign
- Please visit the Messenger Campaign card for more information
- Heart - "Like" the contact's last LinkedIn post
- Thumbs Up - Endorse the contact's top three skills
- Bell - Used to set a reminder to follow up with a contact/conversation
- Plug - Displays the campaign the contact is associated with
- LinkedIn Icon - Hyperlink to the contact's LinkedIn profile
- Three connected dots - Copy the link to the conversation for sharing purposes
Benefits & Value
An account's inbox serves as a central hub for conversations, data storage, and fostering overall engagement. Additionally, it is also where a user will invest the majority of their time. Proficient inbox management lays the foundation for a successful campaign.
Related Topics
For more information, contact your Admin or Account Manager.