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In-app Inbox

Manage your Linkedin communication through our in-app inbox

C
Written by CS Team
Updated over a week ago

Index

  1. Filters
    ​1.1 InMail Filters
    ​1.2 Reminder Filters
    ​1.3 Sales Navigator Filters

    1.4 Filter by Campaign

  2. Open and paid InMails

  3. Reminders
    ​3.1 Settings reminders and snoozing conversations
    ​3.2 How reminders and snoozing work

  4. Schedule a message
    ​4.1 Managing scheduled messages

  5. Notes and Tags
    ​5.1 Creating a tag
    ​5.2 Filter conversations by customisable and default tags
    ​5.3 Manage your tags
    ​5.4 Marking as unread
    ​5.5 Marking as read

  6. Archive conversations
    ​6.1 Restore Archived conversations

  7. Quick Response Templates
    ​7.1 Creating a QRT
    ​7.2 Using a QRT
    ​7.3 Deleting QRT
    ​7.4 Editing QRT
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How does Salesflow in-app inbox work?

The Salesflow inbox mirrors your LinkedIn and Sales Navigator inbox. You will be able to manage your existing conversations all in one place.

1. Filters

You will be able to filter your messages depending on the conversation activity as well as whether your prospect/client has gotten back with a positive or negative response:
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You can also choose to see all messages in your LinkedIn inbox or filter out only those coming from your Salesflow campaigns:
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​1.1 InMail Filters
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To help you manage your InMail conversations more effectively, we’ve introduced Sales Navigator-specific filters:

  • InMail – Awaiting Response

  • InMail – Accepted

  • InMail – Declined

These filters make it easier to track the status of your outreach and follow up accordingly.
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​1.2 Reminder Filters
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To help you manage conversations more efficiently, we’ve introduced a new set of filters for reminders and snoozed conversations:

  • All Reminders – Shows all conversations with active reminders

  • Reminders - Pending – Displays reminders that are scheduled for a future date and time

  • Reminders - Due Today – Highlights conversations with reminders that are scheduled to trigger today

  • Reminders - Overdue – Lists conversations where the reminder has passed the set time without being actioned

  • Snoozed – Shows all conversations that are currently snoozed and hidden from the general inbox

​1.3 Sales Navigator Filters
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If you have a Sales Navigator license, you can now manage your Sales Navigator inbox directly within Salesflow.
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You can choose to view:

  • Only LinkedIn messages

  • Only Sales Navigator messages

  • Or both combined in a unified inbox

Sales Navigator conversations are clearly marked with the Sales Navigator icon, so you can easily identify them.

1.4 Filter by Campaign

You can filter out conversations by campaign, making your inbox show only the conversations that belong to a specific campaign. On the top right side, click on the Campaign button to open the drop-down list.

There, you also have a search bar which will make it easier for you to look up the campaign by name. Simply start typing the campaign name on the bar, and the system will automatically filter out the campaign names and show the results of the exact one that you’re looking for.


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2. Open and Paid InMails

You can send both Open (free) and Paid (credit-based) InMails directly from the inbox.
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Salesflow will indicate whether a recipient requires credits to be contacted or if an InMail can be sent for free - just like in the Sales Navigator inbox.


​Note: Once a paid InMail is sent, your available InMail credit count will update automatically to reflect the remaining balance.
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3. Reminders


3.1 Setting Reminders and Snoozing Conversations

From the conversation view, simply click the clock-shaped button to set a reminder or snooze a conversation. A date and time picker will appear, allowing you to:

  • Select a date and active time interval for the reminder.

  • Set a minimum interval of 30 minutes or longer.
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  • Choose to snooze the conversation by checking the “Snooze and remind me, if no reply” option.
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You can easily reschedule or adjust an existing reminder by clicking on the clock button again. Any changes are saved once you click Set reminder.
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3.2 How Reminders and Snoozing Work

  • Reminders keep conversations visible in your inbox and trigger a notification when they’re due, regardless of any incoming replies.

  • Snoozed Conversations temporarily hide from the inbox and reappear at the selected time — but if a reply is received earlier, they reappear immediately and the reminder is cleared.

Reminders and snoozes are visually marked with a clock icon, with colours indicating their status:

  • 🟢 Green — Reminder set for the future

  • 🟡 Yellow — Due today

  • 🔴 Red — Overdue

When due, conversations will move to the top of your inbox until opened. Overdue reminders are prioritised first, followed by those due now.


4. Schedule a Message

  • Open a conversation and type your message.

  • Click the arrow icon next to the Send button.

  • Choose from:

    • Tomorrow at 9:00 AM

    • Next Monday at 9:00 AM

    • Custom Time – manually select any future date and time.
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Once scheduled, your message disappears from the input field, and you’ll see a confirmation with a link to See all scheduled messages.
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Note: Scheduled Send is available for regular LinkedIn and Sales Navigator Inbox conversations, not InMails or Open InMails.
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4.1 Managing Scheduled Messages

Easily stay on top of your scheduled activity:

  • View all scheduled messages via the confirmation link or from the inbox list.

  • Edit a scheduled message before it’s sent by opening it from the panel, making changes, and saving or sending immediately.

  • Remove a scheduled message if plans change, with a simple confirmation.

  • Reschedule a message to a new time if needed, using the built-in date/time picker.

If a user replies before a scheduled message is sent, all scheduled messages for that conversation will automatically be cancelled — ensuring you never send an outdated or unnecessary follow-up.
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Handling Errors

If a message fails to send as scheduled, you’ll see an error in the Scheduled Messages panel. You can filter to view only failed messages and take action manually.

5. Notes & Tags

Notes

You can add notes to your conversations with any information you want to add. This information will only be visible to you. To add notes in a conversation:

  1. Click on the conversation, and then click notes on the right side of the screen

  2. On the bottom of the page click on Add New Note

  3. A window will be displayed. Please enter the title and description of the note.

  4. Click Add
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Tags

You can also add tags to your conversations; you can choose between default tags and customisable tags. This way you can filter your chats easily.

5.1 Creating a tag

  1. Head over to the inbox and click on any conversation

  2. Click on Add New Tag at the bottom left side of the screen and a window will be displayed
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  3. To create the tag, simply type the name of the tag on the field and click create new
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    ​NOTE: if the tag is not created, the message create new will show. If the tag is already created, it will look for the tag so it can be selected.
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  4. The created tags will show in a dropdown menu at the top of the inbox
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5.2 Filter conversations by customisable and default tags
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  1. Click on the tags menu

  2. Click on the drop down menu and all the tags will be displayed (default and custom)

  3. Click on the desired tag and all the conversations with that tag will show up

5.3 Manage your Tags

In order to manage your contacts’ tags, click on on the three dots on the upper right corner of the contacts list and you will see Add/Remove tags and Delete tags

When clicking any of the options, you will have the option to either add tags to multiple contacts or remove tags from multiple contacts at the same time.

How can you do this?

1. Add tags

  1. Click on the three dots & click on Add/Remove tags

  2. Select all the contacts you wish to add a tag to

  3. Click on the plus [+] icon

  4. Select a default tag, an already created tag, or create a new tag

  5. Click Add

2. Remove tags

  1. Click on the three dots & click on Add/Remove tags

  2. Select all contacts that you wish to remove a tag from

  3. Click on the minus [-] icon

  4. You will be shown all tags attached to your selected contacts

  5. Select the tags that you want to remove, or remove all

  6. If tags are selected, click Remove

5.4 Marking as unread

In order to mark an already read message as unread, click on the three dots on the upper right corner of the conversation preview, and you will see the option to Mark as unread.

Once you click Mark as unread, a dot will appear in the conversation preview to show that it is now unread.

This will also make the conversation appear under the unread filter again.

5.5 Marking as read

If you wish to do the opposite, and mark the conversation as read, click on the three dots on the upper right corner of the unread message and you will see Mark as read

Note:

You are only able to mark conversations as read/unread if the contact has replied at least once; this is due to LinkedIn's internal logic.
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Therefore, please keep in mind that if you try to mark one of those conversations as unread, the dot won't appear.

6. Archive conversations

When you archive conversations in your Salesflow inbox you will be also archiving them in your LinkedIn and/or Sales Navigator Inbox.
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1. On any conversation, click the 3 dots and select Archive

Now your archived conversation will disappear from the main inbox view but you will be able to see it under the filter "Archived"
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6.1 Restore Archived conversations

To restore archived conversations you will have to:
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1. Go to Archived conversations
2. Click on the 3 dots > Restore
3. The conversation will re-appear under your "Newest" conversations section.

7. Quick Response Templates

Quick Response Templates (QRTs) help you respond faster and more consistently to common messages in your inbox.

7.1 Creating a QRT

  1. Open any conversation in the in-app inbox

  2. Type your message in the input field

  3. Click the “Quick Responses” menu

  4. Select “Save text as template” → “Save as new template”

  5. A pop-up will appear. Name your template and click “Save”
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7.2 Using a Template

  1. Open any conversation

  2. Click the “Quick Responses” menu

  3. Select a template from the list

  4. The template text will be pasted into the input field, ready to edit, send, or schedule

🔍 A search bar is available to quickly find the right template.

7.3 Deleting template

  1. Click the “Quick Responses” menu

  2. Select “Delete template”

  3. From the dropdown, choose the template you want to remove

  4. Confirm deletion in the pop-up
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7.4 Edit your template

  1. Open any conversation

  2. Write your message on the input field

  3. Click the “Quick Responses” menu

  4. Click "Save text as Template"

  5. Under the section "Overwrite Quick Response Template", select the text that you want to edit

  6. Once done, you'll have to confirm that you want to overwrite the template

We hope you found this article helpful! In case you have any questions or need any further assistance, please do not hesitate to reach out through our support chat or via email at support@salesflow.io

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