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Inbox Filters

Personal & Shared Inbox filters to help you segment and locate your Text Messages

David Stupek avatar
Written by David Stupek
Updated over a month ago

Quickly finding the conversations you're looking for, is a critical component to using a Business Texting Service,

And Salesmsg has the solution! Meet your Inbox Filters:


Why have filters?

These filters help you organize your conversations, in a way that is intuitive so there is no guessing, or wondering where to find a conversation.


Inbox Filters & How they work

Open:

You'll find any active, two-way conversations in the Open filter.

If you send a message to a contact directly from the Conversations page, the message will appear in the Open filter even if the contact hasn't responded 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:

These are conversations where you've received an incoming response, but have yet to send an outgoing reply.


You can always manually mark any conversations found in your Open filter as "Needs Response", in the instance you've already replied but want to follow up again:


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.

These conversations, will always be in your Mentions Inbox filter for quick access. Once the conversation is closed, they'll 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.


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