Getting Started with Conversations

Conversations is a powerful inbox-style feature that allows you to respond to comments, mentions, and direct messages for Twitter, Facebook Pages, LinkedIn, and Instagram.

• Conversations Settings
• Navigating to the Conversations Inbox
• Filtering Conversations by Type
• Responding to Conversations
• Archiving Conversations
• Requirements to Enable Your Instagram Profile to Conversations

Why Would You Use Conversations?

CoSchedule not only helps you schedule social messages, but it also helps you participate in the conversation across all your Social Profiles. Conversations lets you read, track, and respond to comments, mentions, and direct messages happening in your connected Social Profiles, all from within the CoSchedule application.

What You Can See in the Conversations Inbox

• Facebook Pages: Comments / @Mentions / Direct Messages
• Twitter: Comments / @Mentions / Direct Messages
• Instagram (Business Accounts only): Comments (Instagram currently does not allow third-party applications access to Direct Messages.)

Conversations Settings

In the settings area of your calendar, you can enable Conversations for each applicable Social Profile. You can also disable Conversations for all Social Profiles or for any of them individually.

Note: Conversations are tracked in your Conversations Inbox from the time they are enabled. If you disable Conversations anything in your Inbox will be removed, whether read or unread. If you re-enable Conversations, it will pick up new messages from that point forward but will not show previous conversations.

You can also set your notifications preferences for the Conversations Inbox in your My Profile settings. You can choose to receive a daily email with a summary of the open conversation threads on your calendar and/or any new conversation activity.

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Navigating to the Conversations Inbox

To view your Conversations, open the left-hand menu in CoSchedule and select Conversations.

Alternatively, you can get to your Conversations Inbox from the breadcrumb menu above your calendar by clicking the view and choosing Conversations.

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Filtering Conversations by Type

To begin, you will see the Inbox where all your Unresolved Conversations will be waiting for you.

Inbox

The Inbox items will show the number of Unresolved Conversation waiting for you.

You can also choose to filter your Conversations Inbox by the type of message, such as Comments, Direct Messages, and Mentions depending on the Social Profiles you are looking at.

Profiles

Clicking on a specific Social Profile in the left-hand menu of your Conversations Inbox will show a list of the unresolved messages for that profile only.

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Responding To Conversations

Next to the left-hand menu is the list of Unresolved Conversations. Conversations that have been read but not archived will be faded.

Clicking on one of the messages displayed will open the conversation. You can then scroll through the entire conversation to catch up before writing your reply.

You can also “like” a message from the Conversations Inbox.

Once you’ve written your response you can send the reply and it will appear as if you sent it directly from the social platform. You can choose to either send your reply and leave the conversation open or you can change the button to archive the conversation as you reply and remove it from your Conversations Inbox.

Once you have replied to a conversation, you will be automatically advanced to the next message in the list of unresolved Conversations.

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Archiving Conversations

If you have read and responded to a conversation and want to remove it from your Conversations Inbox, you can archive it directly from the Conversations Inbox by hovering over it and clicking on the archive icon.

If you want to un-archive a conversation, you can switch to the list of archived conversations to find the one you want. Then click on the archive icon to restore the conversation to the Conversations Inbox.

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Requirements to Enable Your Instagram Profile for Conversations

Enabling your Instagram profile to access conversations will be different than Facebook and Twitter.

Requirements:

• Instagram profile must be a Business profile.
• The Instagram account must be connected to a Facebook Page.
• The person authenticating or re-authenticating the profile in CoSchedule must be an admin of the Facebook Page connected to the Instagram profile.

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