Q: How to Schedule Email and SMS

This Article goes over the schedule of an email &amp; SMS feature on the conversation page. Schedule messages (Email &amp; SMS) for different time zones, view them on your conversation thread and cancel the schedule if needed. This is a seamless &amp; effective way to send your messages later. With this feature you will be able to: <ul> <li>Select the date, time &amp; timezone based on preference and schedule messages.</li> <li>View all scheduled messages on the conversation thread.</li> <li>Cancel scheduled messages from the message details tab.</li> </ul> <ol> <li>Navigate to the conversations tab</li> </ol> <img src="https://storage.crisp.chat/users/helpdesk/website/-/6/e/d/8/6ed8d26493319400/df83e07a-7fa3-44c7-b5f4-c8e476_1frum3p.png" alt="" /> <ol> <li>After you set your scheduled time; you can view your scheduled SMS or Emails in the chat window</li> </ol> <img src="https://storage.crisp.chat/users/helpdesk/website/-/8/d/2/c/8d2ceb38940d2800/5b251f0c-aff0-4e40-8b9c-af6f31_l6nfpu.png" alt="" /> Enhanced User Experience <hr /> All replies will be correctly threaded under the original message in the inbox, preventing the creation of new emails for each reply. This ensures a more organized and intuitive email experience, streamlining your conversation flow. <ul> <li>You can schedule multiple messages for the same contact, allowing you to plan a series of communications in advance. Each scheduled message will appear in the conversation thread, making it easy to monitor all planned messages.</li> </ul> ![](https://storage.crisp.chat/users/helpdesk/website/-/9/4/a/4/94a42bf9a37fc000/9bb6714b-3

Question 1

​How To Integrate Your Facebook Account

Accepted Answer

Incorporating your Facebook Ad leads account into your app will ensure that the leads you generate through your campaigns will be getting updates which can result in a higher conversion rate.

What you will need

Facebook Account

Step 1: Navigate to Settings > Integration > Facebook > Connect.

Follow the steps that pop up to allow Facebook permissions/access to connect your Facebook account.

Note: You will only need to connect the credentials once, makes sure to allow all permissions and all pages during the request process.

Allow access
Allow all pages is defaulted and is recommended

Step 2: Once the Facebook account has been connected, you'll want to review your Facebook Lead Ads Forms.

Navigate to Settings > Integrations > Facebook Form Fields Mapping.

NOTE: Since this is a Demo Account we haven’t integrated any Facebook accounts so there is no actual data here. You can see the details of your Facebook Ad Leads forms under “Facebook Form Fields Mapping”, you can ‘Map your Fields’ there, then click ‘Update’ to Save. (Check out our Mapping Facebook Form Fields article for more details.)

__

Step 3: Now that Facebook is integrated, you can set up direct form Facebook Triggers for when a lead form is submitted in Workflows.

NOTE: If/When a Facebook page connection breaks, The Admin will receive an email with the sub-account details where the Facebook page connection has expired.

Question 2

​How To Create A Custom Website

Accepted Answer

Custom Websites can be created by anyone even without in-depth coding or programming knowledge. HUXLEY is user-friendly and allows you to create web pages using a drag-and-drop website builder. Not only will your website look great, but the customization tools allow you to make it easy to navigate and user-friendly on the front end, while HUXLEY also allows you to set up automation and specifics on the backend to help you manage your business.

Step 1: Create a Website

Navigate to Sites > Websites.
Choose +New Website to get started

In the popup window, you’ll need to choose a Website Name. This will help you track multiple websites in HUXLEY.You can also choose from pre-built website templates.

After naming the Website, click “Create Website”.

NOTE: You can ‘Clone’ and ‘Edit’ your website

Click +Add New Page to create a page with a name and a path name.

In the drag-and-drop Website Builder, there will be a menu at the left that allows you to drag sections, rows, columns, and elements onto the page. Then you can highlight elements (like the headline shown below) and use the new menu on

Question 3

Checking Email Statistics

Accepted Answer

In your business, you may need to send emails to follow up with your clients. You may also want to know how your leads engage with these emails. This tutorial will show you where and how to check email stats for sent and scheduled emails.

Definition of each email status

Delivered:

The number of emails SMTP confirmed were delivered to a recipient.

Opened

The total number of times recipients opened your emails.

Clicked

They are the number of unique clicks which are the first time the recipient opens your email.

Bounced:****

Soft Bounces: The email was not delivered as the recipient's server is unavailable or their inbox is full.

Hard Bounces: The email was not delivered as the email address was not existent or the email address was blocked.

Unsubscribed

The number of recipients who have unsubscribed from your emails. Unsubscribe events are triggered when the end recipient clicks the unsubscribe appended in the email footer.

Note: Once the contact has unsubscribed, sending the email to them will not be possible. It would require a special request with acceptable reasons, as the contact will have diligently chosen to unsubscribe.

Failed

This happens when the API keys are not valid. The user needs to configure the valid API keys or the number of recipients to whom you sent emails, who have malf

Question 4

Settings: My Staff

Accepted Answer

The “Team Management” section is the place where you can manage your team’s information. Here you can add, edit, and delete team members. Follow the quick steps below to manage your team.

Step 1: Access Team Management

Navigate to Settings > My Staff> Team Management.
Click “Add Employee” to add a new team member.

Click the edit or trash can icon next to an existing team member to edit their access or delete the user.

You can also search or sort by role in the top right.

Team Management

This section allows you to edit User information, permissions, roles, Call & Voicemail Settings, User Availability, and User Calendar Configuration.

User Info

This area will allow you to update the information tied to specific users such as name, email, phone number, and password. Unique features here include email signature configuration and default calendar.

![](https://storage.crisp.chat/users/helpdesk/website/-/c/0/6/4/c064c21bc2a10000/c1c2dfea-c09b-4708-818b-d8dd51_xnffw

Question 5

Facebook Ads Reporting

Accepted Answer

The Reporting Tab includes a specific report on Facebook Ads. You can view your ad data here if you’ve integrated your Facebook account and are using Facebook for ads. Facebook Ads are a great way to promote your business, but you must ensure they’re set up correctly. If you don’t have the correct settings in place, it could cost you money and waste time. We'll show you how to check your Facebook ad setup so you can get the most out of them and how to view reporting within HUXLEY.

Setup and Diagnostics

The Integration of the Facebook Ad Account needs to be active.

It is necessary to check that the Facebook Ad Account connected in Settings > integrations has admin permissions.

Please Note: You need to be a page admin or ask a page admin to assign you to that role.

__Before we get started, please review the notes below:

If you are running traffic to a landing page, make sure you set your Facebook pixel and Facebook Conversion API in Workflows. To learn more check out our article “Workflow Action: Facebook - Conversion API”
Facebook will not add the UTM parameters to your links when you are viewing your ad as a preview.
Don't use any special characters or emojis in the UTM parameters or any parameter that needs to be tracked.
The first ad attribution data will be recorded for contacts coming f

Question 6

How to Schedule Email and SMS

Accepted Answer

This Article goes over the schedule of an email & SMS feature on the conversation page. Schedule messages (Email & SMS) for different time zones, view them on your conversation thread and cancel the schedule if needed. This is a seamless & effective way to send your messages later.

With this feature you will be able to:

Select the date, time & timezone based on preference and schedule messages.
View all scheduled messages on the conversation thread.
Cancel scheduled messages from the message details tab.

Navigate to the conversations tab

After you set your scheduled time; you can view your scheduled SMS or Emails in the chat window

Enhanced User Experience

All replies will be correctly threaded under the original message in the inbox, preventing the creation of new emails for each reply. This ensures a more organized and intuitive email experience, streamlining your conversation flow.

You can schedule multiple messages for the same contact, allowing you to plan a series of communications in advance. Each scheduled message will appear in the conversation thread, making it easy to monitor all planned messages.

![](https://storage.crisp.chat/users/helpdesk/website/-/9/4/a/4/94a42bf9a37fc000/9bb6714b-3

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