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Better UI for Conversations
planned
C
Chase Crawford
Right now the UI in conversations is confusing. Here are two improvements that will help us and our clients:
- Make it more clear what channel a message was sent from. The current icons that show the channel are small and not specific.
- Make email threads easier to read and understand. The current system for email threads is clunky and unintuitive.
R
Raelyn Tan
Please make it easier to reply and see email stats from the conversations view!
I've attached an example from Marketer's Toolkit of how it can be like. For outgoing emails, just show "Delivered / Opened / Clicked" right where the email is, and have a "reply" button that we can click.
Right now it is so inconvenient to reply to emails or see stats. I have to click on that 3 dots thing before I can do or see anything. This can get very tiring VERY quickly when you have a lot of contacts & emails.
K
Kevin DeLong
Our clients have given me feedback regarding the difficultly in seeing the email "conversation". They have pointed out that the email are extremely nested in the "three dots" which makes quickly seeing and understanding a conversation difficult without and endless clicking game and trying to determine which email response is the correct one. Hope this helps
Core Platform
We are currently reviewing this and would love to hear your inputs on this.
Feel free to reach me out on https://link.gohighlevel.com/widget/bookings/samidha
R
Raelyn Tan
Core Platform: omg this would be great & essential. currently i'm still stuck with my Gsuite x Convertkit x GHL combo because its impossible to get through all my emails in GHL when the UI is so clunky. i have attached my 2 cents below.
#1) emails sent out should have the email deliverability / engagement indicators right there. so we can straight away see if something is delivered / opened / clicked / bounced without having to click on the 3 dots and click on "details".
Especially for broadcast emails to the entire list, when I go to a contact its hard to tell if this person has been engaging with my emails or not.
#2) it is a pain in the ass to reply emails currently, because I have to click on the 3 dots and hit reply. why can't we just have a "reply" button and we click on it and we can immediately reply someone, instead of going through 2 steps?
#3) Aside from this, GHL should also make it clearer if an email has been expanded or not expanded yet. Right now its impossible to tell, they both look the same. I end up always expanding and closing emails when I don't have to. Example: an email reply may have only 5 words, but I still attempt to expand it because I think that there may be more.
Right now, many parts of GHL is looking amazing and functioning really well, but the conversations UI is really lacking and not on par with the rest of the app. :)
t
test test
Right under the Book Appointment Button. Can we have an Add note and Add Task Button as well. So that you don't have to go directly into that contact to then have to go back to conversations.
t
test test
For the UI can we have the ability to
- close the side bar where we can scroll through messages, filter unread, read, starred (just like the sidebar menu links can close or expand)
- reason: when we are texting/emailing a client we really don't need to see this. Dependent on laptop screen size this could make the conversation view very small. Gives a better user experience.
- Inside of the Email, can we have the ability to right-click? and paste/cut/copy etc,. As of now, we can only utilize short cut keys.
- reason: Better user experience, a lot of people don't know short cut keys. For instance trying to do another line on email you have to use shift enter and not many people know this so they hit enter and it sends the email before it is done.
- Inside of the Email: Can we have it auto expand the email size as we formulate a longer email it stays small and to scroll up and down is just odd. The small little triangle at the bottom to expand the view is very clunky and hard to even use.
-reason: Better ability to create emails and send quickly.
- Emails sent: Can there be an added icon for emails sent, emails opened.
-Reason: bounced emails show a red redo arrow so it's easy to tell. In order to see delivered, or opened you have to scroll over the email see the 3 dots populate (most people never find this or know its even there) then click details to see if its opened. An email icon that wasn't crazy tiny that just shows open or sent would be perfect on the side of there.
- Email: put an expand button where it blows up the email builder to make it easier to use from the get go.
-Reason: Easy user experience to write an email. Currently can click a blue button to minimize it, placing an expand one next to that would be good.
T
Thomas Gerritt
agree on this. theres so many programs out there that have great and clear UI. the UI for conversations is very hard to navigate right now
Core Platform
planned
Core Platform
Merged in a post:
Show the "FROM" name and email when I REPLY to an email
S
Stockton Walbeck
Currently if I click to reply to an email from within conversations, it HIDES the from name and from email. For our VA customer service reps, this is a problem because they want to be able to reply to that email AS themselves and be able to SEE that they are sending as themselves. But that info all get's hidden after I click reply.
Core Platform
Merged in a post:
Better Conversation View
K
Kevin DeLong
I am having some challenges locating some of the email interactions with potential clients especially when they are in a longer thread. I know a few other solutions have a better way of displaying these message and was hoping you would make this vital communication a bit easier to read and locate specific communications. Thanks!
Core Platform
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