Communicate via text message with your clients.
About
- Conversations is Workstand's new text communication app available within work orders and sales in Admin.
- Using Conversations you can send text messages, images, and emojis to any customer that has opted in to receive text messages.
- Reaching out to your customers with questions and updates about their bikes will be easier than ever.
- Conversations is currently only available within work orders and sales.
Getting Started
- Please complete this form to begin the sign-up process, or contact Client Success.
- Our Client Success team will collect some basic business information and use that to set up your Conversations account.
How It Works
- Once setup is complete, every saved work order and sale will have a Conversation box.
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- The Conversations Inbox link will also be added to the main navigator in Admin.
- To send a text message to a customer you have previously communicated with click "Open conversation".
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- To begin a new conversation with a customer, click "Create conversation".
- To begin a new conversation with a customer, click "Create conversation".
- The conversation drawer will slide out from the right side of the screen and you can type your message by clicking in the "Type a message" field.
If you receive an error message when initially creating a conversation please ensure the customer has a valid phone number entered.
- Here is what your customer receives:
Inbox
- The Conversations Inbox is where all new messages can be viewed and accessed.
- Click on "Conversations" in the main menu in Admin to access the inbox.
- The number to the right of Conversations indicates how many unread messages you have.
- The inbox is sorted with the most recent message received at the top and unread messages will be marked.
- Click on a thread to view and respond to the entire message.
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- Any correspondence sent or received in Inbox will also be visible within the corresponding work order/sale in the Conversations box.
- To keep a message displaying as "Unread" (so others know there is a new message), click the box next to "Mark as unread" in the upper right corner of the text box.
Fun Facts
- Conversations are associated with the customer, so when a new work order or sale is created for a customer that you've previously texted, that text history will automatically populate in the latest work order/sale.
- Read our recommendations for how a customer opts-in for SMS messaging
Cost
- Conversations is free with all Workstand subscriptions (Website & POS) through Fall 2024.