Bulk Actions for Efficiency
Selecting Multiple Conversations
To take action on multiple conversations at once, use the checkboxes:
To select specific conversations: Click the checkbox next to each one
To select all visible conversations: Click Select All at the top of your list
To deselect: Click the checkbox again
Your selections stay selected even as you scroll.
Checkbox not working? Make sure you're clicking directly on the checkbox, not the conversation row. If you're still having trouble, refresh the page.
Bulk Mark as Read
When you've reviewed multiple conversations and want to clear their unread status:
Select the conversations with checkboxes
Click Mark as Read
All selected conversations are marked read immediately
Bulk Mark as Unresolved
When you need to flag multiple conversations for follow-up:
Select the conversations with checkboxes
Click Mark as Unresolved
All selected conversations move to your Unresolved tile
Tips for Managing High Message Volume
Prioritize with Filters
Morning routine: Check your Outstanding Actions tile first to see what needs immediate attention
Focus on VIPs: Filter by "High Affinity" to prioritize your most engaged supporters
Team distribution: Use the Assignment feature to divide work among team members
Clean up regularly: Archive completed conversations weekly or monthly to keep your main inbox focused
Use Canned Responses Strategically
Build a library of templates for:
Common questions (FAQs)
Thank you messages
Event information
Donation acknowledgments
Volunteer opportunities
The more complete your canned response library, the faster you can respond to high volumes.
Leverage Bulk Actions
Don't respond to similar questions one by one. Select all conversations asking the same thing and use Respond to Many.
Common Questions
Can I delete conversations? Inbox doesn't have a delete function.
What happens if I respond to someone who's opted out? The system won't let you send messages to opted-out subscribers. You'll see an error message if you try.
Can subscribers see each other when I use Respond to Many? No. Each person receives an individual message—they don't see other recipients.
How do I know if someone has received my message? Sent messages appear in the conversation thread. If there's a delivery issue, you'll typically see an error notification.
What's the difference between Broadcast Responses and List Messages?
Broadcast Responses: Replies to campaigns you initiated
List Messages: Conversations the subscriber started
Why can't I see certain subscriber information? You'll only see information that's been collected. If fields are empty, that data hasn't been captured for that subscriber yet.
How far back does conversation history go? Inbox shows your complete conversation history. Very old messages might take a moment to load—just scroll to the top of a conversation and wait.
What if I'm experiencing slow performance? Try using more specific filters to reduce the number of conversations loaded at once. Archiving older completed conversations can also help. Clearing your browser cache can improve speed too.
The page won't load or keeps freezing—what should I do?
Refresh the page (Ctrl+R or Cmd+R)
Clear your browser cache and cookies
Try a different browser (Chrome works best)
If issues persist, contact support