Workflow Inbox

  1. Tap 'Workflow' in the left sidebar

  2. Tap 'Inbox'

  3. Messages sent from the Contact Form/s on your Portfolio site will appear here

  4. Mailing List subscribers will be added here (requires Portfolio Pro Plus or higher)

  5. 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.

  1. Name

  2. Email address

  3. Message

  4. 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

  1. Workflow red dot indicator new messages waiting to be read

  1. Tap 'Inbox' red dot indicator new messages waiting to be read

  2. Tap 'Messages' panel to view

  3. Message Preview with border show will appear in full (4)

  4. Full Message displayed here

  5. Add to Contacts

  6. Date and Time

  7. Tap 'ellipse icon' for options 'Mark as Unread', 'Report Spam' and 'Delete Message'

  8. Message Content

  9. View this message in Gmail (for those using Gmail or Google Workspace to manage their email)

  10. 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

  1. New Messages appearing in list view.

  1. New Message from… displaying the senders email address

  2. The reply email address is no-reply@portfoliomail.com if you need to set a mailbox rule to ensure this does not go to your Junk/Spam/Trash folder/directory

  3. Shows which Format Portfolio site and Contact Form was used

  4. Tap to view directly in Workflow Inbox

  5. From Location (name of the page within your Portfolio site)

  6. Senders Name

  7. Senders Email Address

  8. Message

  9. 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

  1. Tap 'Add to Contacts'

  1. Go through the fields and add the known information

  2. Add to New Client

  3. Use existing client instead

  4. Tap 'Add Contact'


View Contact List

  1. Tap 'Inbox' from left sidebar

  2. Tap 'Contact List'

  3. Row with new Contacts details shown

  4. 'Edit' or Delete


Message Options

  1. Tap checkbox to select one or more Messages in the

  2. Shows number of messages selected

  3. Report as Spam

  4. Delete Message (does not delete from your email application)

  5. 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!

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