In this article:
You will learn how to message invited clients in Perchwell, start a conversation from different areas of the platform, review client reactions, and stay on top of notifications.
Before you start: clients must be invited
Messaging is available only after you invite a client to Perchwell.
What Messaging lets you do
Use Messages to keep client conversations tied to the listings you share.
Send messages to an invited client
Share listings in a message
Review client feedback in one place
New message creation
Create a conversation from Messages.
Steps:
Click Messages in the top navigation
In the left panel, hover over Contacts
Click the pencil icon
Select the contact you want to message
Type your message
Click the Send icon
The conversation appears in Messages
Create a message from other areas in Perchwell
Use the option that best matches where you are working.
From Contacts
Steps:
Open Contacts
Click the message icon next to the contact
From Search
Steps:
Open Search
Select the checkboxes next to the listings you want to share
In the footer action bar, click Share via Messages
Select the contact
Click Share
From the Listing Detail Page
Steps:
Open a Listing Detail Page
Click Share
Select Send in Messages
Click the Send in Messages button ****to start a new conversation
Select the contact
Click Share
From Tags
Steps:
Open Tags
Open a tag to view its listings
Select the checkboxes next to the listings you want to share
In the footer action bar, click Share
Select the contact
Click Share
All conversations appear in Messages
Review reactions and shared properties
Client reactions help you understand interest at a glance.
Reactions clients can use
Like
Maybe
Reject
Filter listings by reaction
Open a conversation in Messages.
Click Shared Properties.
Select a filter.
All
Undecided
Maybe
Liked
Rejected
Manage alerts and notifications
Use notifications to respond quickly when a client messages you.
Get an email notification when a client sends a new message
Look for a green dot on the Messages tab on desktop
Receive a push notification on mobile
New message identification
Steps:
Click Messages
Look for conversations with a notification badge
Click a contact name to open the conversation
Tips
Message only invited clients.
Messaging looks similar for clients in their client portal.
Messages stay linked to the listings you reference.
Delete is not available. Conversations cannot be deleted.
Connect with our Support Team:
✉️ Email: support@perchwell.com
💬 Chat: Navigate to chat icon the bottom of the page to get in contact with our support team.