Salesmsg Inbox Filters: Your Quick Reference Guide
Salesmsg’s Inbox Filters make it easy to organize and quickly find your text message conversations—whether personal or shared.
Why Use Filters?
Filters keep your conversations tidy and accessible so you waste no time wondering where to look.
Understanding Each Filter
Open:
Shows all active, two-way conversations - including those you’ve initiated, even if the contact hasn’t replied yet.
Unread:
The Unread filter strictly shows conversations that have yet to be read. These conversations will have a notification indicator next to them, which indicates the text is new and unread.
Have you accidentally read a conversation, moving it to the Open filter, but need to revert it back to "Unread"?
You can manually mark the conversation as "Unread" until you're ready! This adds the conversation to your Unread filter without removing it from your Open filter.
Needs Response:
Includes conversations where you've received a reply but haven’t responded yet. You can also mark a conversation as "Needs Response" manually, even after replying, to flag it for follow-up.
Yours:
These are conversations that are specifically assigned to you!
If you're part of a Shared Inbox, the Conversation Assignments can be configured by an Admin or Owner, by going to the Inbox Settings, and locating the "Conversation Assignment" section on that page:
Mentions:
The Mentions Inbox filter is where another person on your team tagged you in a Salesmsg conversation.
Conversations in the Mentions filter are organized by the most recent mention. This means the latest mentions will appear first, making it easier to quickly see and respond to important conversations.
These conversations will always remain in your Mentions filter for quick access. Once the conversation is closed, it will only be found in the Closed Inbox filter.
Unassigned:
The Unassigned Inbox filter, will show any conversations that do not currently have a Salesmsg user assigned to them.
Should there be no assignment preferences set, or a member of your team marks the conversation as "unassigned", it will file into this filter.
Scheduled:
You can view any Scheduled message in this Inbox filter.
These are the messages configured in Salesmsg to be sent at a future time:
Draft:
The Draft Inbox filter holds any messages where you started to compose a text, but did not finish. These message are not sent, and instead remain drafted until you complete the text, or delete it.
Outbound:
Conversations found in your Outbound filter, are messages you've sent from somewhere other than the Salesmsg Conversations page.
Using an automation from your CRM, or sending a Salesmsg Broadcast, will place those conversations in your Outbound Filter. You can identify these messages by the paper plane symbol:
Closed:
A closed conversation means you have ended your two-way conversation.
Once you close the message thread, the conversation will go into the Closed Inbox filter - until either you, or the contact, send a message.
Frequently Asked Questions
What's the difference between a Personal Inbox and a Shared Inbox?
A Personal Inbox contains conversations tied to your personal Salesmsg phone number, and only you have access to these conversations.
A Shared Inbox is used by teams or departments, allowing multiple users to view and manage the same set of conversations.
Is there a filter where I can see all conversations?
You can Switch Inboxes to display the Unified Inbox to see all conversations you have access to, across multiple Inboxes.
You also have the option to see the Unified Conversation History when a Contact transitions between different teams or departments.
I just sent a bunch of messages with an automation but I don't see them in my Outbound Inbox filter?
There are two main culprits regarding this issue:
1. Your automation is still processing and the messages will be after allowing more time.
2. The contacts you're messaging, have conversations that are in your Open filter, and were never closed. If there is a conversation in the Open filter, that's where the conversation will be when you send that contact a new message from an automation.
Need Help? ✋🏻
Contact us on live chat or send an email to us at [email protected].