Threaded messaging allows for cleaner, more organized communication by letting you start separate discussion threads as needed. Whether you're coordinating event details or just keeping things on track, threads help prevent important info from getting buried in long comment chains.
WHERE CAN I START A NEW DISCUSSION THREAD?
You can start a new thread within the Discussion tab of any lead, event, or booking by clicking:
+ New Guest Message
+ New Staff Message
Once you click one of those buttons, a message editor will pop up where you can:
- Choose recipients
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The system automatically suggests recipients based on the type of message:
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Guest Messages may include the guest contact, your team members, and anyone set to receive discussions.
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Staff Messages include internal users only—no guests.
- If you’ve chosen to be CC’d in your profile settings, you’ll receive a copy in your inbox too.
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- Add a subject (we help pre-fill it for you, but it can be adjusted as needed)
- Write your message or use the Email Template dropdown to select a Discussion Email Template.
WHERE DO THESE DISCUSSIONS GO?
Sent messages instantly appear:
- In the Discussion tab (Guest or Staff).
- In the Sent tab of your Discussion Center.
- In your Inbox, if you’ve enabled "CC me" in settings.
WHAT IF I SEND A MESSAGE FROM SOMEWHERE ELSE ON THE EVENT?
If you send a message outside the Discussion tab (like sharing an event or requesting payment), it will automatically start a new thread. Depending on the recipient list, these messages will still show up in the Guest or Staff tab.
Some actions that create new threads include:
- Share Event
- Share Docs
- Request Payment
- Manually sending automated messages