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Getting started with Podia messaging

Learn how to set up Podia Chat to send and receive messages through your site.

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Written by Podia Labs
Updated over a week ago

Podia's messaging feature is a great way to engage with your current audience and customers who are logged in to your site.

In-site messaging can encourage your customers to take action while they are using or considering a specific product or membership plan. 💁‍♀️

This feature allows you to skip the need for any integrations and chat in real-time right on your site!

These direct messages can help you not only better engage your customers but also immediately connect and understand their needs in context. As a result, you can instantly recommend the best course of action, answer specific questions or direct them to a specific product or membership plan without them having to leave your site.


Accessing the messaging feature

Accessing the chat feature can be done with just a few clicks.

To access the chat feature, click on Chat from the sidebar menu.

You’ll see a list of your latest conversations as well as options to manage notification settings and an option to view all of your messages.


Starting a new conversation

Here's how to start a new conversation:

  1. In the sidebar menu, click on Chat

  2. On the next page, click on New conversation

  3. Select a customer from the dropdown menu or search for a customer to start a conversation with


Continuing an existing conversation

You can continue any existing conversations by clicking on any of the names in the conversation list on the left-hand side.


Sending a message to a customer

Once you have selected a new or an existing conversation with your customer, you can send a message by:

  1. Typing in the message in the text box beside the send ⬆️ button

  2. This should enable the send ⬆️ button

  3. Click on the send ⬆️ button to send the message

  4. Alternatively, you can also use the shortcut keys Cmd + return (Ctrl + Enter) to send a message to the customer

  5. Your message will get delivered immediately, with the delivery time shown below the message. Once your customer sees the message, a timestamp of when the message was seen will be shown instead below the message.


FAQ

How can I change the colors in my Podia messaging window?

The different colors in your Podia messaging window are affected by the values assigned to Accent 1 and Shade 3.

Accent 1: The background color of your Podia messaging icon is determined by this value.

Changing this color setting will also affect other areas of your site, including link and button colors in your emails, buttons in your product viewer pages, etc.

Shade 3: This determines the color of both text inside the Messaging window and the color of the messaging icon inside the Messaging bubble.

Changing this color setting will also affect other areas of your site too, including the pretitle and subtitle font colors in your Vivid and Bright color themes.


Have any questions? Send an email to [email protected] or click on the purple help icon at the bottom right to send us a message! 😊

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