Please note that users are free to share files via Upwork Messages at any time. Documents can be added into Messages for sharing or you can use Upwork’s integration with Dropbox to share files. Your client can send a Dropbox link by clicking on the attachment icon in the Messages and selecting 'Share via Dropbox' as shown in this screenshot. If critical project information is stored in a system that requires an email address to access, you can share your email address for this purpose only. Remember all communications before a contract starts must take place on Upwork. Let us know if you need further assistance.
Zachary H wrote:
I’ve read there is a scheduling feature in messaging, but I’ve been unable to find it.
Zachary H wrote:
How do we schedule a day/time in advance with the recent policy changes to restrict pre-contract communications to only on Upwork.
You just have to schedule the old-fashioned way. "Let's talk on Wednesday, How does 10 am your time sound?"
Thanks for reaching out. You are free to use a scheduling tool that does not require the sharing of contact information. You may also use Upwork Messages to discuss and set up an interview. Since we are constantly looking at ways to improve our site, we will pass your feedback on to our team.
We know sharing your past work is important. Therefore, you can share links to external portfolios when you submit a proposal. Note: We understand external portfolios may include contact information, it is still fine to share these, though please make sure to ask the client to only contact you via Upwork. Thank you.
How are you guys dealing with the new Upwork ToS when talking and negotiating with potential clients?
I just had this awkward conversation with a prospect:
Usually, I would just either share my Calendly link in my first message or access his, schedule a meeting, and then we would be good to go.
Then in the meeting it's easy to showcase my SEO knowledge and close the deal.
From the invitations I get, I would normally jump into meetings in 20% of them, and then, I would close 50% of the clients who had a meeting with meeting.
This gave me a final conversion rate of 10%.
However, with the new Upwork ToS, the number of meetings I get is less than 5%.
Anyone else feeling the same thing? How are you dealing with this problem?
For me I started using messenger exclusively precontract when we were originally asked to make these changes.
I wanted to have enough data before the June 26th TOS changes. Or just fully understand how to navigate the nuances of the new flow.
Early on, it was basically the same disastrous deal as before. The app functionality and quality was rough and I was dealing with a lot of dropped calls and missed connections.
This has gotten MUCH better.
So kudos to the team here.
I would still really LOVE to see the native app upgraded so we don't need to re-login to the mobile webbrowser version of the website in order to make a call via phone.
I'm sure this is process is extremely difficult to consolidate, so no hate, but it's a laborious process for users, because you can't just stay logged in and answer a call.
This awkward flow inevidebly leads to high fail rates for a client or freelancer initiating a call, because there's not enough time to go from App to login mobile web browser, to getting to right profile, to getting to right room, to allowing permission from the device, to accepting a call.
This video was probably peak frustration below...
I appreciate the detailed insight you provided! I'm glad to hear you've been able to use the Call feature without issues and that prospective clients are open to communicating via the platform.
Regarding conducting calls via the Upwork mobile app, while this option isn't available today I can confirm this update is on our immediate roadmap. Our team has been working hard to enable this feature in the Upwork mobile apps and I expect we'll share more information in the next couple of weeks.