Internal platform messaging system.
Messaging allows users to contact each other, and also internal members of staff via contact form.
|Contact Form||As an admin you can see contact forms submitted by users and how they were processed.|
|Message Reply Workflows||When requester hits
|Additional Information Requests||Offerer requests more information about the request.|
|View Message Sender Profile||After logging in, requester can see offerer profile.|
|Message Directly from Application||Requester can click the
|Message Context Preserved||Offerer receives notification again, with the message context preserved.|
Depending on what you are trying to do documentation for the feature is split into the following roles.
- As a developer (restricted)
- As a superuser (restricted)
- As a site administrator (this page)
- As an end user
As an admin you can see contact forms submitted by users and how they were processed. If
emails_sending feature is enabled, messages will be processed according to configuration.
The contact form can be integrated to the tenant site:
Messages sent are stored in the database.
Contact Form Integrations¶
If a user visiting the website fills in any of the interest forms ([Requester] or [Provider]) the contact data is now additionally exported to a Sendgrid account as a contact and put on suitable contact lists: requesters go to [Requester] lists and providers to [Provider] lists as per configuration, e.g. sellers might go to “Sellers”, customers to “Customers” and both to “All waiting” lists.
It is also possible to migrate all information submitted by users in the past to sendgrid, please submit a Support Request with the CNXION team if you wish to do so.
To see the data please:
- go to sendgrid.com and log in (upper right corner)
- after you log in you will be taken to Sendgrid dashboard (https://app.sendgrid.com/)
- unfold the
Marketingcategory in the sidebar menu on the left
- and go to Contacts (https://sendgrid.com/marketing_campaigns/ui/contacts)
You will see a list of contact lists there. You can click on any of the list names (e.g.
Customers) and a list of contacts will show. Clicking on any of the contacts will show you the details of that contact as input by the user in the interest form.
Message Reply Workflows¶
When requester hits
reply, they are taken to the website. If not signed in they are prompted to sign in.
Additional Information Requests¶
Offerer requests more information about the request.
View Message Sender Profile¶
After logging in, requester can see offerer profile.
Message Directly from Application¶
Requester can click the
Message Offerer button.
Message Context Preserved¶
Offerer receives notification again, with the message context preserved.