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Messenger
Katherine Semenowa avatar
Written by Katherine Semenowa
Updated over a week ago

What is the Messenger?

The Messenger in GetSales.io is a key feature for managing outreach campaigns. It centralizes all communications with prospects across multiple channels, maintaining comprehensive context about each contact in one location even if the communication happened before you started using GetSales.

Why is the Messenger Beneficial?

  • Centralized Communication: The Messenger provides instant messaging and receiving of messages from contacts across multiple channels and Sender Profiles in a single interface. With messenger you can switch between Sender Profiles/Channels in just two clicks.

  • Performance Monitoring: It is instrumental in monitoring the effectiveness of your messages and tracking team activities, facilitating future improvements.

How Does the Messenger Function?

Multi-Channel and Multi-Profile Messaging: GetSales Messenger supports communication across various channels and sender profiles. By default, it displays all messages, both from LinkedIn and emails, in one unified view.

Important Considerations

The sum of dialogues for each sender profile may not always align with the total displayed under 'All Sender Profiles'.

If two sender profiles engage in separate conversations with the same Contact, each profile will count this as one dialogue, summing up to two. However, in the 'All Sender Profiles' view, this will be counted as a single dialogue since it involves the same Contact.

Besides this, if the Contact was engaged by your Sender Profile before before being uploaded to GetSales, the red dot will appear next to the Contact's Profile, no matter if communication happened 10 days or 10 years ago.

Filtering Options:

  • You can filter messages by channel (LinkedIn or email) using the dropdown menu next to each sender profile name on the left.

  • To view messages from all sender profiles within a specific channel, navigate to the top of the left menu and select the desired channel from the dropdown.

Mass Actions provide a quick way to manage your messages, both in the inbox and outbox. This feature allows for actions such as:

  • Marking Messages as Read or Unread - unique actions to the Messenger

  • Sending or Removing Contacts from an Automation

  • Changing the Pipeline Stage

  • Changing the Sender Profile

  • Changing the List

  • Adding or Removing the Tags

  • Exporting Contacts

  • Deleting Contacts

  • Creating Tasks for Contacts

Inbox and Outbox:

  • Outbox - here you will have outgoing messages that were not replied to, ever

  • Inbox - here are the messages you replied a reply to, at least once and at least for one Sender Profile

Activity Tracking - we have several trackers:

  • Whether the messages were read - Depending on the privacy settings of your Contact, the read messages might not display as read

  • Current pipeline stage - either native or custom. The Messenger displays pipeline stages related to direct communication, differing from those in the CRM

  • The number of incoming/outgoing messages

  • Chat openings - also dependant on the privacy settings

  • Clicks on tracking links - in development

  • Phone communication statistics - in development

Reading and Managing Messages: To read a message, open the dialogue by clicking on the contact's entry. For quick management, such as marking messages as read or unread, use the mass action feature.

Difference Between Messenger and CRM: the main difference is that in the Messenger, you can easily identify which contacts haven't opened your messages or just messaged you, plus you can easily filter the conversations by a Sender Profile from the left menu, without needing to set up filters.

Important Note:

  • Exporting Contacts or Entries: If you export contacts or their chosen entries from the Messenger, be aware that the messages themselves will not be included in the export. These messages can be accessed directly on LinkedIn or in your email account.

  • To export the messages you will need to set up webhooks.

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