I am a Zivver admin
Configure and manage Zivver
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 at 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:
Allows 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:
Allows users to specify which 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
- Log in to the WebApp.
- Go to
Organization Settings in the left side panel.
- Expand
Recipient experience.
- Click Conversation starters.
- Click .
A new screen opens. - 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, such as the location of the link. - Select Choose recient myself personal.
This is the personal Conversation starter. - Enter the recipient email address.
This email address will receive the Zivver messages from the senders. - Enter the subject line.
This will become the subject of the email. You can either predefine a subject line or allow the sender to enter their own (see below). - Configure whether the sender can change the subject line.
If enabled, the subject line you entered (step 9) becomes a suggestion and the sender will be required to enter their own subject line. - Configure whether a date and timestamp are added to the subject line by default.
This can be convenient if, for example, you don’t allow senders to enter their own subject line but expect a large volume of incoming emails. This way, you can more easily distinguish between emails with the same subject line. - Enter an introduction text.
This message is shown to senders before they compose their message. You can, for example, explain what information you would like to receive. - Click .
The Conversation starter has now been created and is displayed in the list of Conversation starters. - Click next to the name of the Conversation starter you just created.
Under Copy link, you can use to copy the link that can be posted on your website or used in your signature.
Under QR-code, you can use to copy the QR code, or use the to download the QR code as a .png file.
Under Add button to your website, you can use to copy the HTML code to embed a button on your website.
You can test the Conversation starter by clicking . - Place the link, QR code, or HTML code snippet on your website or in your email signature.
The Conversation starter can now be used.
How to create an open Conversation starter
How can users send secure Zivver messages to an email address of their choice within your organization? The assumption is they know the email address. 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 specific email address.
- Log in to the WebApp.
- Go to
Organization Settings in the left side panel.
- Expand
Recipient experience.
- Click Conversation starters.
- Click .
A new screen opens. - 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, such as the location of the link. - Select Let sender choose the recipient open.
This is the open Conversation starter. - Optional: Prefill the Recipient email (optional) field to allow senders to send an email to a catch-all account in your organization if they don’t choose a specific recipient.
- Enter an introduction text.
- Click .
The Conversation starter has now been created and is displayed in the list of Conversation starters. - Click next to the name of the Conversation starter you just created.
Under Copy link, you can use to copy the link that can be posted on your website or used in your signature.
Under QR-code, you can use to copy the QR code, or use the to download the QR code as a .png file.
Under Add button to your website, you can use to copy the HTML code to embed a button on your website.
You can test the Conversation starter by clicking . - Place the link, QR code, or HTML code snippet on your website or in your email signature.
The Conversation starter can now be used.
How to use Conversation starters as a guest user
How can you start a secure conversation with a Zivver recipient through a Conversation starter? You do not need to be a registered Zivver user.
- Click the link or button, or scan the QR code.
A page opens: this is the Zivver WebApp. - Enter your name.
- Enter your email address.
- Optional: For an open Conversation starter, enter the recipient’s email address.
-OR-
If possible, leave the field empty to send to the default address. - Click .
A new page is displayed, prompting you to check your inbox. - Open the Zivver verification email in your inbox and click .
A new Zivver WebApp page opens. - Choose how you want to be authenticated for this conversation: with an SMS code most secure or with an Email.
If SMS code is chosen: the code is sent directly to your mobile phone.
If email verification is chosen: the code is sent to your inbox.
You can now read the introduction text. - Click .
- Perform the authentication.
- Click .
- If possible, enter the recipient’s email address within the organization.
The recipient field cannot always be changed; this is determined by the organization you are contacting. - Compose your message and add (large) attachments if necessary.
- Click .
You will see a confirmation that your message has been sent. You will also receive a confirmation email in your inbox.
You will receive a new notification email when you get a reply.