Workflow Inbox for managing your Messages, Mailing List, and Contact List

View messages sent to you through the Contact Form or Pop-up templates and easily add and manage your Mailing List and Contacts List

Workflow Inbox

1. Click Workflow in the left sidebar

2. Click Inbox

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

4. Mailing List subscribers will be added here

5. Contact List

Contact Form Send Message

Using one of our Contact Form templates on your 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 easy 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 will appear next to the Workflow link in your left sidebar:

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

1. Click Inbox red dot indicates new messages waiting to be read

2. Click Messages 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. Click the 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 read it in your email application. For those using Gmail or Google Workspace services, you can go directly to the message using the link shown in (9) in the previous section above.

You need to use an email application to reply to the Contact Form message, it cannot be replied to from within the Workflow Inbox

1. New Messages appearing in list view

1. New Message from… displaying the sender's email address

2. The reply email address is no-reply@portfoliomail.com.. It may help to set a mailbox rule to ensure this does not go to your Junk/Spam/Trash folders

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

4. Click to view directly in the Workflow Inbox

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

6. Sender's Name

7. Sender's Email Address

8. Message

9. If this message is spam or other unwanted mail, you can Report it here

Add to Contacts

To retain the details in your Workflow Clients area, you can easily add it here and assign it to a Client

1. Click 'Add to Contacts'

1. Go through the fields and add the known information

2. Add to New Client

3. Use an existing client instead

4. Click 'Add Contact'

View Contact List

1. Click 'Inbox' from left sidebar

2. Click 'Contact List'

3. Row with new Contact details shown

4. 'Edit' or Delete

Message Options

1. Click the checkbox to select one or more Messages

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)

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