Overview
The Messages inbox is where you manage all conversations with your influencers in one place. This article walks you through the inbox layout, how to filter and sort conversations, and how to use stages to track where each relationship stands.
What's in the inbox?
When you open Messages, you'll land in your Inbox view. Conversations are displayed in a table with the following columns:
Recipient - the influencer you're messaging
Subject - the conversation thread label
Channel - whether the conversation is happening via Chat or Email
Stage - where the influencer is in your program (Prospect, Roster, etc.)
Owner - the team member assigned to the conversation
How do I filter my inbox?
There are a few ways to narrow down your conversations.
By status (left sidebar):
Inbox - all active conversations
Needs Reply - conversations waiting on your response
Unassigned - conversations not yet assigned to a team member
Snoozed - conversations you've temporarily hidden
Sent - outbound messages
Archived - closed or completed conversations
By channel:
Select Chat or Email to filter by message type.
By tier:
Use the tier filters in the left sidebar to view conversations with influencers in a specific tier, such as Bronze Tier, Silver Tier, Super VIP, or VIP.
By assignee:
Select the Assignee dropdown at the top right of the inbox to filter conversations by the team member they're assigned to.
How do I find a specific conversation?
Use the Search for a conversation bar at the top of the inbox to search by influencer name or conversation content.
🔥 Hot tip 🔥 Filter by Assignee and then by Channel to quickly surface the conversations your team needs to act on most.
What does Stage mean?
The Stage column shows where each influencer sits in your program at a glance:
Prospect - someone you're in early conversations with
Roster - an active influencer in your program
Stages update automatically based on the influencer's status in your program.
Where do archived conversations go?
Archived conversations move to the Archived section in the left sidebar. They're still accessible anytime. Select Archived to view them.
FAQs
Can I assign a conversation to a specific team member?
Yes. Open a conversation and use the Owner field on the right-hand panel to assign it to a team member.
Can I message an influencer by email and chat in the same thread?
Email and chat are separate channels. Use the Channel filter to switch between them. Each channel has its own conversation thread per influencer.