How to send Order CRM messages?

Last modified: June 21, 2021

What is CRM?

Customer Relationship Management (CRM) is a technology for managing all your company’s relationships and interactions with customers and potential customers. The goal is simple: Improve business relationships. A CRM system helps companies stay connected to customers, streamline processes, and improve profitability.

When people talk about CRM, they are usually referring to a CRM system, a tool that helps with contact management, sales management, productivity, and more.

Install our WhatsApp Chat & Notifications app here.

Edit Order CRM message templates

  • In the Manual message category, choose the Message templates setting tab.
  • Click into the template that you want to edit, click Edit 
  • Rewrite your message
  • Once done, click Save. (or click Discard if you want to cancel all settings)

P/s: You also can attach a discount code to upsell, tick the Create discount code, choose the discount amount then click Save

How to send Order CRM messages

Send manual Order CRM message

  • Go to List Order CRM, a list of information appears.
  • Choose the customer that you want to send a message to by clicking on the check box (beside the order name).
  • Click Send Message in the Action column, a popup appears.
Send manual Order CRM message

Choose the message template, then click Next

How to send Order CRM messages: choose a message template

… then click Send Message

How to send Order CRM messages: click button to send message
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