Add-ons

Check which add-ons your business has, and ask Mesy for a new one. An add-on is an extra part of Mesy, such as Marketing. Only admins can see the Add-ons tab. Mesy turns add-ons on for you. There’s nothing to buy or switch on in the app.

With the Marketing add-on, anyone on your team can send campaign emails. See Send a campaign email.

See which add-ons you have

1. In the sidebar, click Admin.
2. Click the Add-ons tab.

You now see Active add-ons, which lists what your plan includes. Below it, Available add-ons lists the ones you don’t have yet.

Each card has one line saying what the add-on does. An active card has a green Active label. The active Marketing card also has a link to your campaigns. The link uses whatever your business calls campaigns, for example Open Campaigns.

Ask for an add-on

Contact Mesy and name the add-on you want. Once Mesy turns it on, its card moves to Active add-ons.

Find out what each add-on does

Marketing lets you send campaign emails from Mesy and see who replied. A campaign is a record for one promotion, such as an open day. A record is one entry in Mesy. The add-on adds a Marketing tab to each campaign, where your team writes and sends the email. See Send a campaign email. For what it adds to the Marketing page, see The Marketing page.

Facebook and Instagram show as two cards marked Coming soon. They’re one add-on. Once it’s on, you see one Social channels card. It adds Messenger and Instagram under Inbox, where your team answers messages to your Facebook Page and Instagram account. See Messenger and Instagram.

Customer chat bot lets a WhatsApp line answer customer questions by itself. A WhatsApp line is one business number connected to Mesy. An admin turns the bot on for each line. Anyone who can see a bot conversation can click Take over to answer it themselves. See Let a bot answer WhatsApp enquiries.

If something doesn’t work

• You can’t see the Add-ons tab. Only admins can see it. Managers get a Manager page without this tab. Ask your admin.
• The Marketing card reads “Give an object type the campaign role to open it.” None of your record types is set up as your campaigns list. A record type is a kind of record, such as Contacts or Deals. In Admin, open the Schema tab and set that type’s Semantic Role to Campaign. See Design your data.