Workflow Inbox
Click 'Workflow' in the left sidebar
Click 'Inbox'
Messages sent from the Contact Form/s on your Portfolio site will appear here
Mailing List subscribers will be added here (requires Portfolio Pro Plus or higher)
Contact List
Contact Form Send Message
Using one of our Contact Form templates in your Portfolio site will allow your prospective clients/customers to send you a message which will appear in your Workflow Inbox (as well as in your email application)
The Workflow Inbox makes it quicker to view and manage messages and Contacts.
See our Creating a Contact Page with a Contact Form guide.
Name
Email address
Message
Send Message
New Messages in Inbox
When a new message has been received, and has not been seen or read yet, a red dot/circular indicator will appear next to the 'Workflow' link in your left sidebar
Workflow red dot indicator new messages waiting to be read
Click 'Inbox' red dot indicator new messages waiting to be read
Click 'Messages' panel to view
Message Preview with border show will appear in full (4)
Full Message displayed here
Add to Contacts
Date and Time
Click 'ellipse icon' for options 'Mark as Unread', 'Report Spam' and 'Delete Message'
Message Content
View this message in Gmail (for those using Gmail or Google Workspace to manage their email)
Another message unread (blue dot)
Viewing in Gmail
The Contact Form message will be sent to your email address and you can view in your favorite email application. For those using Gmail or Google Workspace services, you can go directly to the message using the link at (9) above.
You need to use an email application to reply to the Contact Form message, it can not be replied to from within the Workflow Inbox
Unable to find emails?
If you do not see the message in your email application, please check that it hasn't gone into a Junk or Spam folder. Search on our sending email address of no-reply@portfoliomail.com
New Messages appearing in list view.
New Message from… displaying the senders email address
The reply email address is
no-reply@portfoliomail.comif you need to set a mailbox rule to ensure this does not go to your Junk/Spam/Trash folder/directoryShows which Format Portfolio site and Contact Form was used
Click to view directly in Workflow Inbox
From Location (name of the page within your Portfolio site)
Senders Name
Senders Email Address
Message
If this message is spam or other unwanted email you can Report it here
Add to Contacts
To retain the details in your Workflow Clients area you can easily add here and assign to a Client
Click 'Add to Contacts'
Go through the fields and add the known information
Add to New Client
Use existing client instead
Click 'Add Contact'
View Contact List
Click 'Inbox' from left sidebar
Click 'Contact List'
Row with new Contacts details shown
'Edit' or Delete
Message Options
Click checkbox to select one or more Messages in the
Shows number of messages selected
Report as Spam
Delete Message (does not delete from your email application)
Edit Contact (recognises when you have a Contact already added to your Contact List)
Still have questions? Reach us on our live chat or email us at info@format.com We’re here to help!