Callouts

Callouts is a powerful feature that allows you to bring any user or group into a conversation instantly.

     

    1. Create a New Thread Message: You can bring an individual or group into any Thread conversation. For a new conversation, begin by clicking the orange New Thread button in the top left corner of your left hand navigation.

    Homescreen - New Threads button 11-21

     

    2. Select Group(s) and/or User(s): A popup window will appear for your new conversation. Your cursor will populate in the body of the message. You can select your distribution group(s) or user(s) by typing the @ symbol and the name of the Group or person.  Select the appropriate selection. NOTE: After typing in the @ symbol, a drop down menu will appear with your team members and distribution groups. The drop down selections will update based on what you are typing. 

    New Thread - accounting team

     

    3. Compose Message: Once you have selected your Group(s), type your message and send it. You can callout an individual or Group in that same message by clicking the @ symbol followed by the name of the person or Group.

    Callouts - compose message

     

    4. Callout in an Existing Thread: You can Callout people in an existing conversation by typing the @ symbol followed by the person or group's name.  This will bring the conversation to the top of the user's Thread inbox and send them a notification.

    Callout existing thread

     

    Callouts in Chats: For any Chats with multiple team members, you can use a Callout if you would like to direct a message to an individual in the conversation. Type in the @ symbol and select the individual from the dropdown. From there, write your message and send.