For clients: message your agency
Ask a question or reply to your agency from the Messages page of your portal.
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
Open Messages
On: Portal, MessagesChoose Messages in your portal menu.
You should see: The conversation so far, or "No comments yet."
- 2
Write your message
On: Portal, MessagesType 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
Reply
On: Portal, MessagesPress Reply under a message to answer that point.
You should see: Your reply sits under the message it answers.
- 4
Close a finished point
On: Portal, MessagesPress 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.
One row per shot, in the same order as the guide. Estimated length 1:27, recorded signed in as Client. Use made-up data only. How to record
Say: For clients: message your agency. Ask a question or reply to your agency from the Messages page of your portal.
Hold until you see: Lesson title on screen for three seconds.
Say: Choose Messages in your portal menu.
Hold until you see: The conversation so far, or "No comments yet."
Say: Type in the box. Type @ and a name to make sure a particular person sees it. Press Post.
Hold until you see: Your message appears in the conversation.
Say: Press Reply under a message to answer that point.
Hold until you see: Your reply sits under the message it answers.
Say: Press Resolve when a question has been answered, so the open items stay easy to see.
Hold until you see: The discussion is marked resolved. Reopen brings it back.
Say: That is for clients: message your agency. The written steps are on this lesson's page in the ItzSEO course.
Hold until you see: End card with the lesson link.
Mark it complete to keep your place in the course.
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