Skip to main content
Module 8 of 12 · Client work and the client portal · Lesson 13 of 18

For clients: message your agency

Ask a question or reply to your agency from the Messages page of your portal.

2 minBeginnerFor: Client of an agencyLast checked
Video tutorial coming soon

The written steps below are complete. The Video script tab shows exactly what the video will cover.

Messages keeps your conversation with the agency next to the work, so questions and answers are not scattered across email and phone.

By the end you can

  • Send a message
  • Reply to and close a discussion

Screens used

  • Portal, Messages

Steps

  1. 1

    Open Messages

    On: Portal, Messages

    Choose Messages in your portal menu.

    You should see: The conversation so far, or "No comments yet."

  2. 2

    Write your message

    On: Portal, Messages

    Type in the box. Type @ and a name to make sure a particular person sees it. Press Post.

    You should see: Your message appears in the conversation.

  3. 3

    Reply

    On: Portal, Messages

    Press Reply under a message to answer that point.

    You should see: Your reply sits under the message it answers.

  4. 4

    Close a finished point

    On: Portal, Messages

    Press Resolve when a question has been answered, so the open items stay easy to see.

    You should see: The discussion is marked resolved. Reopen brings it back.

Tips

  • For something that needs doing, send a request instead of a message. Requests are tracked with a date.

Troubleshooting

You closed a discussion by mistake.
Press Reopen on it. Nothing is deleted when a discussion is resolved.
Nobody has answered.
Type @ and the person's name in a new message so they get a notification. For something urgent, use the phone number or email your agency gave you.
Finished this lesson?

Mark it complete to keep your place in the course.