MessageDesk is broken into 4 core sections that we will go over below.

  1. Inbox

  2. Contacts

  3. Groups

  4. Broadcasts


Inbox:

The MessageDesk Inbox is your daily command center for managing conversations as a team.

From here you can quickly see open & closed messages, conversations assigned to you, or scheduled texts.

Managing Conversations in the Inbox:

The inbox makes it easier to manage your conversations so you can get to Inbox Zero.

Some of these features include views, filters, and assigning conversations.


Contacts

This is where you create, edit, and group your contacts. You can add contacts one at a time, upload them in bulk or sync them from your Quickbooks or Xero account.

Once you upload contacts into MessageDesk you'll be able to store important information with their profile. You can store a contact's email, address, phone number, and company information with MessageDesk.

If contacts have specific fields not listed above you can use custom fields to customize the profile of each of your contacts.


Groups

Groups are a segment of contacts. You can create as many different groupings of contacts as you want.

Groups can be used to send Broadcasts, create a view in the Inbox, and more.

There are two different types of groups: Smart Groups & Static Groups. You can learn more about each group here.

Groups let you organize contacts so you can text them without reply-all. To text a group simply go to Broadcasts and click "New Broadcast".

Note: MessageDesk lets you have unlimited groups. Each group can also have unlimited members. The only reason group size would be limited is your plan only allows you to send a Broadcast of a certain size.


Broadcasts

This is where you'll manage, create, and send text messages to groups of contacts.

Broadcasts are considered a 1-to-many message. That means that a Broadcast will not create a group message. Instead, sending a Broadcast will create 1-on-1 conversations with each recipient.

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