đŸ“ĢInbox Overview

A quick overview of the Inbox tab in Gleantap.

The inbox is a vital part of the Gleantap platform that allows you to message contacts via both SMS and email on a 1-to-1 basis.

In this article, we'll cover the desktop version of the inbox, but if you are looking to use the inbox on a mobile device, you can find links to download it here:

Download the app from the App Store (iPhone).

Download the app from Google Play (Android).


You can find the inbox on the left-hand menu just below dashboard. When you click on the inbox, you will see quite a few options, so let's review those here:

  • Conversations: The default inbox view will show you open conversations assigned to you. From this section, you can also choose to view conversations assigned to others or conversations that are unassigned.

  • Customizable tags: You can tag conversations with relevant keywords or labels to make it easy to categorize and find specific discussions or issues.

  • Groups: If you switch to the groups view, you can see any previous groups you have made as well as the option to create a new group. Keep in mind - these groups are for sending out messages to multiple people, but the other users will not see that they are part of a group - when they reply it will go to you to engage further in a 1-to-1 conversation.

  • Templates: This area allows you to create pre-written templates, both for SMS and email messages, to make it easier to respond quickly to frequently asked questions you will receive in the inbox.

The search bar and filters shown in the image above is where you can search and filter your contacts. Click on the upside down pyramid to the right of the search bar to see the various ways you can filter your contacts to better narrow down whose conversations you want to see. You can filter based on the segment they are in, the keyword responses they have sent, the campaigns they have been apart of, and so much more.

Click on the downward arrow to the far right of the search bar to sort your conversations by unread, sent time, received time, or starred.

The message box shown in the image above is where you can compose a message to your contact. The buttons you see at the top of the screenshot allow you to select the communication type - SMS, Email, etc. Let's discuss the buttons you see at the bottom of the screenshot.

  • Smiley face: Select this to choose an emoji to use in your message.

  • Paper clip: Lets you attach an image or file to the message.

  • Clip board: Allows you to choose from previously made templates.

  • Brackets: Allows you to add merge tags/personalization such as {first_name} to a message.

  • Clock: Allows you to schedule messages for later.

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