Set up conversation starters

Introduction

This document explains how to set up and use a conversation starter. With this functionality, guest users without an account can safely contact your organization through ZIVVER.

Prerequisites

You should have already claimed at least one domain for your organization. Read more about claiming domain names in ZIVVER.

How to set up conversation starters

As a ZIVVER administrator, you can either create

  • a personal conversation starter, which is a way for guest users to send secured ZIVVER messages to a specified ZIVVER user within your organization, or
  • an open conversation starter, which is a way for guest users to send secured ZIVVER messages to any ZIVVER user within your organization, provided they know the corresponding email address. You can also provide a catch-all address, so that guests can send messages to your organization without knowing a particular email address within.

How to make a personal conversation starter

This section explains how to provide a way for guest users to send secured ZIVVER messages to a specified ZIVVER user within your organization.

  1. Log in to the WebApp.
  2. Go to Organization settings tune in the left side-panel.
  3. Click Conversation starters insert_link .
  4. Click ADD in the Personal conversation starter card.
    A new screen opens.
  5. Enter a description.
    The description is for your own administration. The guest user does not see this description.
  6. Enter the recipient email.
    This email address will receive the ZIVVER messages from guest users.
  7. Enter the subject line.
    This refers to the subject line of the ZIVVER messages which will arrive at the recipient address.
  8. Enter a welcome text.
  9. Click SAVE.
    The conversation starter has now been created and is displayed in the list of starters.
  10. Click the link icon insert_link next to the name of the starter you have just created.
  11. Copy the link or HTML code snippet provided.
  12. Place the link or HTML code snippet on your website.
    The conversation starter can now be used.

How to make an open conversation starter

This section explains how to provide a way for guest users to send secured ZIVVER messages to any ZIVVER user within your organization, provided they know the corresponding email address. You can also provide a catch-all address, so that guests can send messages to your organization without knowing a particular email address within.

  1. Log in to the WebApp.
  2. Go to Organization settings tune in the left side-panel.
  3. Click Conversation starters insert_link .
  4. Click ADD in the Open conversation starter card.
    A new screen opens.
  5. Enter a description.
    The description is for your own administration. The guest user does not see this description.
  6. OPTIONAL: Check the checkbox to Allow guests to send e-mail to a catch-all email account in your organization, if they don’t choose a specific recipient within your organization.
  7. OPTIONAL: Enter a catch-all email address.
    This email address will receive ZIVVER messages from guest users who do not address messages to a specific email address within your organization.
  8. Enter a welcome text.
  9. Click SAVE.
    The conversation starter has now been created and is displayed in the list of starters.
  10. Click the link icon insert_link next to the name of the starter you have just created.
  11. Copy the link or HTML code snippet.
  12. Place the link or HTML code snippet on your website.
    The conversation starter can now be used.

How to use conversation starters as a guest user

This section explains how to start a secure conversation with a ZIVVER recipient, without being a registered ZIVVER user, through the use of a conversation starter.

  1. Click the link or button.
    A page opens, this is the ZIVVER WebApp. You will be creating a guest account.
  2. Fill in your name.
  3. Fill in your email address.
  4. Click NEXT
    A new page is displayed, prompting you to specify a recipient
  5. Enter the email address of the recipient you wish to message, or click the checkbox next to I don’t know a specific person and want to start a conversation with
  6. Enter a subject line for your message in the Subject field.
  7. Click SEND
    A new screen is displayed, prompting you to check your email.
    You receive a notification email in your email inbox, titled Send secure message to .
  8. Open the notification email.
  9. Copy the access code.
  10. Click the blue button Click here.
  11. Paste the access code.
  12. Click UNLOCK lock .
  13. Click REPLY.
  14. Type a message.
  15. Add one or more attachments if necessary.
  16. Click SEND.

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