How do I message a client inside a project?

Messaging in Visualist is organized by project. Each hub has its own Message Center, so client conversations live next to the moodboards, lookbooks, and notes for that project instead of scattered across your inbox. This article covers the two ways to keep a client conversation inside a hub.

Before you start

You need a hub for the project, and to send email from it you need a connected email account. See How do I create a hub? and How do I connect my email inbox to Visualist?.

Email a client from the hub

1. Open the hub’s Message Center. Open the hub for the project, then open its Message Center.
2. Compose your email. Click Compose, add the client as a recipient, and write your message. When the client replies, the reply threads back into this same hub.

Email sent through a connected account is visible to its owner. Email sent through the Hub address is shared with Hub members.

Pull an existing thread into the hub

Every hub also has a forwarding address so you can bring an existing email into a Hub.

1. Find the forwarding address. In the Message Center settings, look for the Forwarding address card. Its description reads “Forward external email threads to this address to add them to this hub’s Message Center.”
2. Copy the address. Select the copy icon labeled Copy forwarding address. The address looks like hub_<id>@visualist.email.
3. Forward a thread in. From your regular email, forward an existing client thread to that address. Use one Hub forwarding address per email. It appears in the Hub’s Message Center.