Open Inbox. The tabs are All, Leads, Messages, Contacts, and Review requests. What lands here includes website form leads and contacts, live chat, and replies that come back through the lead email thread. A number on Leads, Messages, or Contacts is unread. The number on Review requests is how many you can chase. With more than one website, the filter is labelled Filter by website and includes All sites. The app still uses the word enquiry on some Home lines — those labels are quoted as they appear.
Steps
- On All, each row is a lead, a contact, or a live chat. A lead's detail is Form message, or the intent the form recorded. A contact's detail is Form submission. A chat says Live chat.
- An unread row has a dot labelled Unread, and the name is bold. Press the row to open that tab. Then open the person from the list.
- On Leads, the card is Submissions, with the count "total submissions". Search with Search by name, email, phone... Unread rows are highlighted. The eye button is View conversation.
- To put a lead away, press Archive. The toast is Archived: "Submission has been archived." Show Archived brings those rows back, and the button becomes Hide Archived.
Home links here with Open inbox →. The tile Waiting for a reply opens the Leads tab. On Home's Inbox list, a lead shows Needs reply or Replied. Sending from the reply box, replying from the notification email, or Mark as replied moves it to Replied.
Export CSV is on the Leads and Contacts tabs. From Leads, the toast is Exported: "leads exported to CSV", with the number in front. If that list is empty, the toast is No data: "No submissions to export."
Replying from the lead, or from the notification email, is covered in reply to an inquiry from your email. Draft with Morris fills the reply box. Ask Morris opens the side panel for help on the screen you are on.
If it doesn't work
If All has nothing, the card starts with Your inbox is empty. New messages show in that list once someone gets in touch.
If Leads has nothing, it says No form submissions yet, then "Enable the Forms module on your website to start collecting leads."
If the website is not on a trial or a paid plan, Leads says Included with your plan. The note is "The Leads inbox is included with your free trial and Core. Start a trial or subscribe to start collecting leads from your website." The button is View plans.
If the list fails to load, the toast is Error: "Failed to load form submissions."
Common questions
Does a row on All open the message?
No. A row on All switches you to Leads, Contacts, or Messages. Open the person from that tab.
What do Needs reply and Replied mean?
On Home, a lead without a reply from Mortar and without Mark as replied shows Needs reply. After a reply or mark, the badge is Replied. The Waiting for a reply tile counts the open ones.