Rename a Conversation

Rename a Messaging conversation on your website.

  1. Log in to the Member-facing view of your website directly from the site itself, or click on the “Public Site” tab on the vertical Dashboard menu at the left side of the screen to switch to the public website from the behind-the-scenes Dashboard view.
  2. In the menu bar under the name of your organization, click on the Messaging icon (pair of speech balloons).
  3. The “Messaging” overlay window that opens on the right side of your screen lists all the conversations in which you’re a participant.
  4. Click on the three-dots control at the top right corner of the box that contains information about an individual conversation to open the Actions menu.
  5. Click on the “rename conversation” item in the Actions menu.
  6. In the “Edit Conversation Name” window that appears, the default conversation name consists of participant names. Select the text in the “Edit Conversation Name” box and replace it with the name you want to use.
  7. To complete the process of renaming the Messaging conversation, click on the “Update” button at the bottom of the “Edit Conversation Name” window.
    • To exit the process without changing the name, click on the “Cancel” button, press the “Esc” key, or click on the “X” in the top right corner of the window.