How do I create a new message within Birdeye Inbox?
CREATING A NEW MESSAGE
Begin by clicking on the ‘Inbox’ tab on the left navigation rail. To create and send a new message, click on the 'New' button.
Enter the name or phone number of the customer in the 'SEND TO' text box. If the contact already exists within your account, a match will open up under the ‘CONTACTS’ header.
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If the contact doesn’t exist within your account, you have the ability to create a ‘New contact’ after adding the 'Name', 'Email ID' and 'Phone number.'
NOTE
In a multi-location account, you need to enter the location to proceed.
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USING TEMPLATES IN MESSAGES
Once the customer details have been entered, enter your message manually or use the existing templates within your account by clicking on the ‘Templates’ button.
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A list of all the existing templates within your Birdeye account will be displayed on the next screen. Select the template which you want to use in the message.
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Alternatively, Birdeye also gives you the ability to create a new template while you are composing the message. To learn more about Birdeye Inbox templates, read this help article: How do I create and use Birdeye Inbox templates?
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USING ATTACHMENTS IN MESSAGES
To add an attachment to your text message, click on the 'Attachments' icon. You can either attach an image (PNG, JPEG, JPG, GIF) or a PDF file to your message.
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