Kenneth Fuller
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Articles
Recent activity by Kenneth Fuller-
Create a Conversation
All constituent communication is logged as conversations. Conversations are created when a constituent sends an email or uses SMS (text message), but a conversation may need to be manually created ...
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Reply to a Conversation
You can reply to a Conversation by clicking Reply or Add Message. Selecting Reply copies the previous message, like in an email, but limits your reply via the same channel the conversation is in. A...
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Disable a Channel
Disabling a channel will prevent it from being used for Conversations. A channel can be re-enabled at any time. A disabled channel will display false in the Enabled column. Important Notes A chan...
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Delete a Channel
A channel must have no conversations assigned to it to be deleted. Deleted channels cannot be recovered. A deleted channel must be recreated. Instructions Sign in to your site Click the Prof...
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Create a Channel
Channels are the means by which a constituent can communicate with your organization in Conversations. You may create channels for Email, SMS/Texting, Agent, Internal, and CivicPlus Chatbot. Art...
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Enable a Channel
Enabling a channel will allow it to be used for Conversations. A channel must be enabled after it has been disabled. An enabled channel will display true in the Enabled column. Instructions ...
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Edit a Channel
You may need to edit a Channel to change anything from the name of the channel to the outbound display name or update information such as blocklists or service IDs. Editing some channel types offer...
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Enable a Tag
Tags are useful in organizing Conversations around similar topics or themes. You can find your organization's Tags in the Tags panel of organization management. A Tag must be enabled to be added to...
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Edit a Tag
This article will show you how to edit any existing tags in Conversations. Instructions Click the Profile Icon > Manage Organization. Select Tags from the left-hand menu. Click the Action...
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Disable a Tag
Disabling a Tag prevents it from being added to a Conversation. A disabled Tag will display false in the Enabled column. A disabled tag must be enabled to be used. Instructions Click the Pro...