How to see inbound SMS
Nathan Veal
8 steps
2 minutes
Imagine-Ai
To help with GDPR/Data compliance if a person replies with an opt out word e.g. STOP, we will automatically change the SMS consent on the person record!
Viewing in the SMS Page
1
From any page on Imagine, click this icon.
2
Here you will see SMS split into two tabs - My SMS and All SMS. Click on a conversation thread to see the latest reply
My SMS shows SMS assigned to you. This generally includes SMS where you are the most recent user to have contacted this person. The All SMS tab shows all SMS system wide - we recommend regularly checking here too!
Messages are displayed newest to oldest. If you want to keep a conversation at the top, scroll down and read the section about Pin a Chat!
3
You can see the full message history and also reply if desired
Once you click onto a conversation thread, it will mark the message as read. This is **system wide** meaning it will be marked as read for all users! If you want to mark a message as unread, continue reading!
Viewing in the Interaction History
4
You can also view SMS in the Person record > Interaction History! However, for a simpler approach, especially if you want to be able to reply, we recommend using the SMS page.
Marking as Unread
5
To mark as unread, click the three dots at the top of the conversation
6
Click "Mark as Unread"
Pin a Chat
Conversations in the left hand menu display newest to oldest. Sometimes, you may wish to pin a conversation to the top so that you can easily jump back to it!
7
Click the three dots at the top of a conversation
8
Click "Pin Chat"
How to see inbound SMS
Nathan Veal
8 steps
2 minutes
Imagine-Ai
To help with GDPR/Data compliance if a person replies with an opt out word e.g. STOP, we will automatically change the SMS consent on the person record!
Viewing in the SMS Page
1
From any page on Imagine, click this icon.
2
Here you will see SMS split into two tabs - My SMS and All SMS. Click on a conversation thread to see the latest reply
My SMS shows SMS assigned to you. This generally includes SMS where you are the most recent user to have contacted this person. The All SMS tab shows all SMS system wide - we recommend regularly checking here too!
Messages are displayed newest to oldest. If you want to keep a conversation at the top, scroll down and read the section about Pin a Chat!
3
You can see the full message history and also reply if desired
Once you click onto a conversation thread, it will mark the message as read. This is **system wide** meaning it will be marked as read for all users! If you want to mark a message as unread, continue reading!
Viewing in the Interaction History
4
You can also view SMS in the Person record > Interaction History! However, for a simpler approach, especially if you want to be able to reply, we recommend using the SMS page.
Marking as Unread
5
To mark as unread, click the three dots at the top of the conversation
6
Click "Mark as Unread"
Pin a Chat
Conversations in the left hand menu display newest to oldest. Sometimes, you may wish to pin a conversation to the top so that you can easily jump back to it!
7
Click the three dots at the top of a conversation
8
Click "Pin Chat"
