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Follow conversation

What is a follower?

Being a Follower means you are involved in the conversation, without being the assigned user. You can follow conversions silently, without actively participating in the discussion, or by actively posting replies and internal notes. Posting to the conversation, will automatically add you as a follower.

When does a follower get notified on updates?

Conversation followers receive email notification and the conversation is pushed into their inbox when:
  1. A conversation has new posts (public replies or internal notes).
  2. Conversation details are updated.
When you no longer want to be notified about conversation updates you can unfollow the conversation.

How is a follower notified on updates?

Followers are notified in the following ways:
  • The conversation is pushed to the top of their inbox in Replypad.
  • They get an email notification message for each update. They don’t get the same message as the “To” and “Cc” recipients, however, they see the original recipients of the message as part of the email notification they get, as part of the body of the email. The message they receive will contain the content of the original message sent to the To/Cc – and also, some additional meta-data related to the conversation, like who’s assigned.

Become a Follower

You can become a Follower in one of the following ways:

Option 1 – Post to a conversation

First option is to post to the conversation. If you are not the assignee of the conversation, or a follower, posting a public reply or an internal note will automatically add you to the conversation’s followers.
  1. In the conversation window, click the public reply or internal note links.
  2. Type your reply and click Post.
  3. You should now see yourself as a follower on conversation’s sidebar, under the Followers section.

Option 2 – activate the Follow option

  1. click Follow under the Followers section on the sidebar.
  2. You should now see yourself in the followers section on conversation’s sidebar.

Option 3 – add other users as followers

  1. Click Manage under the Followers area in the conversation window, on the sidebar.
  2. Start typing the name of the user you want to add in the Followers area and select the user from the popup list.
  3. Click Save.
  4. You should now see the names you added in the followers section on conversation’s sidebar.
Another quick way to add users as followers is by mentioning them using the @ symbol in the text. @Mentioning them will automatically add the user as a follower or as a Cc recipient of the conversation – depending if it’s an internal note or a public reply. Learn more in Mentions.

Option 4 – automatically by activating a trigger

Triggers are a set of user defined rules that help you automate your work.

You can use triggers to automatically add users as followers for a conversation, when the condition you define is met. For example, if a conversation is created for a specific account, then add a specific user as a follower.

See Become a follower using triggers for a detailed usage example.
See Triggers for complete step-by-step explanation about creating triggers.
If you are new to triggers, we recommend on reading understanding triggers first.

Unfollow Conversations

Unfollowing a conversation means that new posts and updates to conversations will not reach your inbox anymore and email notifications will not be sent.
You can always choose to follow the conversation again and other users may also loop you in asking for your advice by adding you as a follower.

To un-follow a conversation:
  1. In the conversation window, in the sidebar, click Unfollow under the Followers area.
  2. You should no longer see your name in the followers list.

Followers and access rights

User access rights means that users may be restricted from accessing conversations according to the conversation’s category. For example, restrict a user from seeing financial discussions by restricting the “Accounting” category.

When a user is added as a follower, this overrides the access rights settings. The user is then granted with access to this conversation, even if otherwise they wouldn’t have.

Manage followers (adding other users as followers)

You may want to add or remove other users (not yourself) as followers to a conversation. For example, if you want to discuss something with another user within the conversation, you can send an internal note, which can be seen only by team members following the conversation. However, you first need to add the user as a follower, for the conversation to get pushed to the other user’s inbox.

To manage followers:
  1. In the conversation window, on the sidebar, click Manage under the Followers area.
  2. In the edit box that appears, you can remove existing followers or type users you want to add as followers. To add users – start typing the name, and select from the popup.
  3. Click Save.
  4. You should now see the users you added as a followers on conversation’s sidebar, under the Followers section. Users you have removed will no longer appear in the list.
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Next: Following vs. being the assignee