Contact Messages
Read, answer and sort the messages your website contact form collects, and hand the ones that need follow-up to the support queue.
Reaching the Screen
Panel menu: Site Management then Contact Messages: {admin}/manage-website/messages
Adding a message number opens that message directly, in whichever folder it now sits: {admin}/manage-website/messages?id={message}
The address follows the message you have open, so the link you copy points at what you are reading.
What Is on the Screen
There are three columns: folders on the left, the message list in the middle, the reader on the right. Choosing a message opens it on the right and marks it read.
Folders and list controls
Unopened messages come first, then the newest. A row shows the sender, the time and the email address. The opening of the message follows, with a Replied or Converted to Ticket badge.
The reader
The reader opens with the sender line: email address and IP address, with a lookup action. That line ends with a link to the matching client record, or No account. A caret at the end of that line opens the phone number, Came From and the visitor's browser. It appears only when at least one of the three is known. Colleagues who already opened the message appear next to the date.
Under the message body come the actions for the current folder. A copy of the answer you sent follows, then the ticket band once the message became a ticket. The reply box comes last, where the folder allows one.
Fields
Tasks
Reply to a message
- Open the message and write the answer under Reply to Message, or pick one from Quick Replies.
- To keep the answer for later, turn on Save this reply as a template. and name it.
- Click the Send Reply button. The visitor receives the answer by email and the message moves to Replied.
Convert a message to a ticket
- In Inbox or Replied, open the message and click the Convert to Ticket button.
- Set the priority, the department and the assignee, and add a note for the team.
- Click Create Ticket in the dialog. The message text becomes the first ticket message and the reader gains a View Ticket link. The visitor is notified that the ticket is open, by email and by SMS when an SMS module is on. Notification Templates turns that notice off.
Mark a sender as spam
- Open the message and click Mark as Spam, or check several rows and choose it under Actions.
- Decide whether to block the sender and whether to report the address.
- Click Mark as Spam in the dialog. The messages move to the spam folder.
Delete, restore and empty a folder
- In Inbox or Replied, Delete Message moves the message to Trash.
- In Spam and Trash, Restore Message returns it to the inbox, or to Replied when you already answered it.
- In the same two folders, Delete Permanently and Delete Forever remove the record for good.
- Right-click a folder for Empty Folder, Clear All Spam Messages or Empty Trash, then confirm.
Things to Watch
Deleting there erases the record, and so does emptying either folder. Deleting from Inbox or Replied only moves the message to Trash. Neither folder empties itself: the clean-up is the button on the band.
The reply box closes once an answer goes out or the message becomes a ticket. It never opens in Spam or Trash. Further correspondence belongs in a ticket.
They open under the sender's name and email address, even when the message matches a client record. The client never sees them in their panel.
The two spam options write to the Prohibited List and the blocked address list. Both cover the whole site, and you undo them on the security screens.
Privileges
Site Management access opens the screen. Edit covers reading, replying, moving between folders, marking spam and converting to a ticket. Delete covers permanent removal and emptying a folder.
Related Screens
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