This tutorial explains the "Edit Conversation" action in Workflows. This feature allows you to manage conversations by marking them as read or unread, as well as archiving or unarchiving them. It offers greater control over how you organize and interact with leads. Follow these steps to utilize this action within a Workflow:
Step-by-Step Guide:
Step 1: Create or Select a Workflow
Go to the Workflows section and either choose an existing Workflow or create a new one.
Step 2: Add the “Edit Conversation” Action
Add a new Action.
Select “Edit Conversation” from the options.
You may assign a custom title for internal reference (by default, the title is “Edit Conversation”).
Choose whether to Mark as Read or Mark as Unread, or leave it unchanged.
Decide to Archive the conversation, Unarchive (moving it to the Recents tab), or leave it as is.
Click Save in the bottom right corner to apply the action to your Workflow. Then, click Save at the top right of the builder and toggle the Workflow from Draft to Publish to activate it.
FAQs:
What does the “Edit Conversation” action do?
The “Edit Conversation” action lets you mark conversations as read or unread, and archive or unarchive them, helping you organize your leads' communications.
When should I mark a conversation as read or unread?
Use Mark as Read to signal that the conversation has been handled. Select Mark as Unread if it requires further action or review.
What is the difference between archiving and unarchiving a conversation?
Archive: Moves the conversation out of the main view, helping to reduce clutter.
Unarchive: Restores the conversation to the Recents tab, making it accessible for follow-up.
Can I use multiple “Edit Conversation” actions in a single Workflow?
Yes, you can add multiple “Edit Conversation” actions with different settings (e.g., marking one as read while archiving another) to suit your needs.
What happens if I don’t save the action?
If you don’t save, all changes will be lost. Always click Save in both the action section and at the top right of the Workflow builder to secure your updates.
What does toggling from Draft to Publish do?
Switching from Draft to Publish activates the Workflow, ensuring that all conditions and actions, including “Edit Conversation,” will function as set.