Statusbrew's Engage Inbox provides you with a neatly designed Contact Sidebar that gives you quick information about the customer and the latest interactions with them at a glance. From the Contact Sidebar, you can view the complete conversation history between you and the customer, jump to any previous conversation by simply clicking on it, add notes and tags and even add updated contact details.
Before we begin, make sure you have gone through the following,
Introduction To Customer Relationship Management (CRM)
To get started,
- From the Statusbrew Home and click on Engage
- Click on any conversation and you'll see the Contact Sidebar on the right-hand side
(If you don't see the contact sidebar, click on the small icon in the top-left corner to open the details)
The Contact Sidebar in Engage holds the below-mentioned information of a contact.
Contact Details
This section allows you to add relevant details for your contacts, such as name, email, and phone number. All the customer details that you add for a customer via the Contact Sidebar are neatly organized in Statusbrew's CRM directory. Apart from adding the details, you can assign an owner to the contact and click on the network's icon beside the contact's name, and it'll take you directly to the user's social profile.
Also, in the case of Twitter, you can click on the three-dot menu beside the profile bubble to block/unblock the user. For Facebook, too, you have the option to ban user.
Note:
The Contact Sidebar displays information of all the users involved in a particular conversation with your brand. To switch between the users, simply click on the user's profile picture.
For Instagram, the name can be empty for some profiles. If the name is not available to us, then we display Anonymous User.
Contact Tags
Contact Sidebar also allows you to add tags to your contacts. Adding Tags to your contacts makes it easier to segment contacts based on their current stage in the sales or marketing funnel and create rules based on the Contact tags.
Contact Notes
The Contact Sidebar gives you a dedicated space to add notes and mention users and user groups to get them up to speed on the contact. You can format the notes by making them Bold and Italic and also add links or media in the notes.
Conversation History
Beneath the user details, you'll see the conversation history between you and your customer; you can click on any conversation to jump to it directly.