Set up Conversation starters

Introduction

The Zivver Conversation starter ensures that you can easily send secure emails to an organization through Zivver. This can be done on the initiative of a guest user, regardless of whether this guest user already has a Zivver account or not. This manual explains how to configure a Conversation starter and how to use it as a guest user.

How to create Conversation starters

As a Zivver administrator, you can create two different types of Conversation starters.

  • A personal Conversation starter:
    Allowes users outside your organization to send a secure message to a specific email address within your organization. You (pre)define the email address that should receive the message.
  • An open Conversation starter:
    Allowes users to specify what email address within your organization they want to send a secure message to. This assumes the sender knows the specific email address they wish to communicate with. You can also provide a catch-all address. With such an address, guests can send messages to your organization if they do not know a particular email address.

How to create a personal Conversation starter

How can users send secure Zivver messages to a specified email address of 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_circle New Conversation starter
    A new screen opens.
  5. Enter a description
    The description is for your own administration. The guest user does not see this description. Give it a name you can remember later, like the location of the link.
  6. Select Choose recipient myself
    This is the personal Conversation starter.
  7. Enter the recipient email
    This email address will receive the Zivver messages from the senders.
  8. Enter the subject line
    This will become the subject of the email. Note that you can either predefine a subject line or allow the sender to enter their own (see below).
  9. Configure whether the sender can change the subject line check_box , or not check_box_outline_blank
    If activated, the entered subject line (step 8) becomes a suggestion and the sender will be required to enter a subject line of their own.
  10. Configure whether a date and timestamp are added to the subject line by default check_box , or not check_box_outline_blank
    This can be convenient when you for instance don’t allow senders to enter their own subject line, but you do expect to receive a large volume of incoming emails. Then you can more easily distinguish between emails with the same subject line.
  11. Enter an introduction text
    This message is shown to senders before they compose their message. You can for instance explain what information you want to receive.
  12. Click SAVE
    The Conversation starter has now been created and is displayed in the list of Conversation starters.
  13. Click the link icon with insert_link Get link next to the name of the Conversation starter you have just created
    You can copy the link by clicking the upper Copy button
    You can copy HTML code to embed a button on your website by clicking the lower Copy button
    You can test the Conversation starter by clicking Send secure message.
  14. Place the link or HTML code snippet provided on your website or email signature
    The Conversation starter can now be used.

How to create an open Conversation starter

How can users send secured Zivver messages to a email address of their choice of your organization? The assumption is they know the email address. You can also provide a catch-all address. With such address, guests can send messages to your organization if the do not know a particular email address.

  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_circle New Conversation starter
    A new screen opens.
  5. Enter a description
    The description is for your own administration. The guest user does not see this description.
  6. Select Let senders choose the recipient
    This is the open Conversation starter.
  7. OPTIONAL: Prefill the Recipient email (optional) field to allow senders to send an e-mail to a catch-all email account in your organization, if they don’t choose a specific recipient in your organization.
  8. Enter an introduction text.
  9. Click SAVE.
    The Conversation starter has now been created and is displayed in the list of starters.
  10. Click the link icon with insert_link Get link next to the name of the Conversation starter you have just created
    You can copy the link by clicking the upper Copy button.
    You can copy HTML code to embed a button on your website by clicking the lower Copy button.
    You can test the Conversation starter by clicking Send secure message.
  11. Place the link or HTML code snippet provided on your website or e-mail signature
    The Conversation starter can now be used.

How to use Conversation starters as a guest user

How to start a secure conversation with a Zivver recipient through the use of a Conversation starter? You do not need to be a registered Zivver user.

  1. Click the link or button.
    A page opens, this is the Zivver WebApp.
  2. Fill in your name.
  3. Fill in your email address.
  4. Click Next
    A new page is displayed, prompting you to check your inbox
  5. Open the Zivver verification email in your inbox and click the Start conversation button
    A new Zivver WebApp page opens.
  6. Choose how you want to be authenticated from now on in this conversation; with an SMS code or an email verification and perform the authentication
    If SMS-code is chosen: The SMS with code is sent directly to your mobile phone at this moment
    If email verification is chosen: The email with code is sent to your inbox at this moment
    You can read an introduction text.
  7. Click Start secure conversation.
  8. If possible, enter the email address of the recipient of the organization you want to email
    The recipient can’t always be adjusted. This is determined by the organization you are emailing.
  9. If possible, enter or alter the subject line
    The subject line can’t always be edited. This is determined by the organization you are emailing.
  10. Compose your message and add (large) attachments if necessary.
  11. Press Send
    You will get a screen message that your message is sent. This is confirmed by a new email in your inbox as well
    You receive a new notification message when you get a reply.