You'll find all your messages under “Outbound”:
And your Custom Bots, Product Tours and Mobile Carousels too:
Your outbound content is grouped by type.
This lets you view all your different outbound content together for a clear picture of what you send your users.
Filtering your Outbound content
It’s possible to filter your content by:
- Audience (Visitors, Leads, or Users).
- State (Draft, Live, Paused, or Scheduled).
- Sender (Team or Teammate).
Pro tip: To filter for a certain type of content (like Chats or Product Tours) switch to the tab in question before you choose your filters:
“Ongoing” and “One-off” messages
You can configure whether a message is Ongoing or One-off in the audience section of the message editor:
Tip: Find out more about the difference between these two message types in this guide.
To see all your Ongoing or One-off messages in one place, use this filter on the messages list:
- One-off messages will send to anyone who matches your audience filters now.
- Ongoing messages will send to those who match the filters now and anyone who matches them in the future.
You can send the same message to Visitors, Leads, and Users.
Just create your message, and then select the types of people you’d like to receive it under “Choose your audience”:
Note: You can’t send emails to unidentified visitors, and mobile push messages can be sent to users only.
To filter your content by who it's sent to, just use the people filter on the messages list:
Organise your messages and tours with tags 🙌
To categorize your messages you can simply tag them. Plus, a single piece of outbound content can have multiple tags.
This allows you a flexible way to organise your outbound content.
There are two ways to tag your tours and messages 👇
From the messages list, select the items you’d like to tag, then click ‘Tag’:
Type the name of the tag you’d like to apply. If it already exists, select it from the list. Or, hit enter to create a new tag:
To tag an individual message, just click ‘Tag’ in the top right corner:
Then you can filter your outbound content by tag:
Pro tip: You can select multiple tags in the drop down, for more specific filtering.
For example, if you tag all your onboarding messages with ‘Onboarding’, and any messages you send to VIPs with ‘VIP’ then you can find all ‘VIP Onboarding’ messages by filtering for both tags