Set Up and Use Conversations

Set Up Conversation Tracking

Enable conversation tracking on the Setup step of the Campaign Builder. With conversation tracking turned on, you can choose which account users will receive notifications when subscribers reply to the campaign. Follow these steps to set up conversation tracking for your campaign.

1. Navigate to the Setup step of the Campaign Builder.
2. Check the Use Conversations to manage replies box.

   

3. If you want other account users to receive notifications when subscribers reply to your campaign, click the blue reply notifications link. In the Notification Settings pop-up modal, check the boxes next to the account users that should receive reply notifications for this campaign. When you're done, click Save.
4. Continue through the Campaign Builder

View and Reply to Conversations

After you send a campaign with conversation tracking enabled, you'll be able to view and reply to conversations from the campaign report and in subscriber profiles.

View Conversations

There are three places to access your conversations: the Reports page, the campaign report, or a subscriber's profile.  

On the Reports page, campaigns with unread replies are marked with a mail icon and a number that indicates how many replies are unread. Click the unread conversation icon to go directly to the Conversations tab in the campaign report.

If you're already in a campaign report, click the  Conversations tab to view replies. 

If you've had a long conversation with a particular subscriber, you can review the entire discussion on the subscriber's profile page.

1. Navigate to the campaign report and click the Conversations tab. 
2. Click the drop-down menu next to the subscriber conversation, and choose View profile.
   

From there, you'll see all the messages you've exchanged with this subscriber, for every campaign they've replied to for this list.

To mark conversations as read or unread, select a conversation, then select Mark as read or Mark as unread from the drop-down menu next to the Delete button.

Reply to Conversations

To reply to a conversation, follow these steps.

1. Navigate to the campaign report and click the Conversations tab. 
2. Click the Reply button next to the subscriber entry.
   
3. In the field provided, type a reply to your subscriber.
4. When you're finished, click Send. 

Any messages from this subscriber about this campaign will appear as a discussion here.

You can also reply to conversations directly from your email account when you receive a conversations notification. Click to reply to the notification email in your program, and add your message above the line indicated.

Filter and Search Conversations

Filter Conversations

On the Conversations tab of the Reports page, you can filter conversations based on whether they are read or unread.

1. Click Filter.
2. Click the Status drop-down menu, and choose Read or Unread.

MailChimp automatically filters out automatic out-of-office replies from the results on the Conversations tab. However, if you'd like to display out-of-office replies in the Conversations tab, check Include out of office replies on the Filter drop down-menu options.

Search Conversations

MailChimp's Search tool can be used to search for subscribers, so you can quickly access conversations with them.

1. Navigate to the Search page in your account.
2. Type in your search terms and click the Search icon.
3. From the results, click the subscriber whose conversation you want to view.

Delete Conversations

To permanently delete subscriber conversations, check the box next to each conversation and click Delete. Deleted conversations can't be recovered.