Statusbrew's Engage Inbox provides you with a neatly designed Contact Sidebar that gives you quick information about the customer and the interaction 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,
- Click on the Home button in the top left of your screen to open Statusbrew Home and click on Engage
- Click on any conversation and you'll see the Contact Sidebar on the right-hand side
The Contact Sidebar in Engage holds the below-mentioned information of a contact.
Under the Contact Sidebar, the first thing you'll notice are the user details such as the name of the user and the profile picture. In the case of Facebook, Instagram, and Twitter, clicking on the user's name will take you directly to the user's social profile.
Also, in the case of Twitter, the Contact Sidebar displays bio information coming in directly from Twitter to provide you with some additional information about the person you're responding to. You can click on the three-dot menu beside the profile bubble to block/unblock the user.
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, depending upon the type of conversation, different type of user data is visible in the contact sidebar.
- Comments: Username
- Ad Comment: Username and display picture
- Message: Name and display picture
The name can be empty for some profiles. If both name and username fields are not available to us then we display Anonymous User.
Beneath the user details, you'll see the conversation history between you and your customer; you can click on any conversation to directly jump to it.
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
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.
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.