Contacts
Last updated
Last updated
Contacts & Clienteling guide
Build lasting relationships with online shoppers to keep them coming back to your brand - both online and in-store.
Located on the top right of the screen, the Icon feature will allow you to send the contact invite while chatting with your customer.
Tap the add person icon to add your customer as a contact.
Once the contact invite is sent, your customer is able to add their information and opt-in to stay in touch.
The customer can provide either their email address or phone number.
When a customer provides their details and opts in, you will get a notification confirming that they have accepted.
You are now connected! Your customers’ information will be accessible within the “Contacts” tab on the home screen of your app. You can reach out to your customer at any time by selecting their contact and sending a message.
You can also add contacts In-Store to stay connected with customers you are meeting in person!
Simply click the “+” sign and add the Customer’s name and contact information. It will then sync under the “Added In-Store Tab”.
Easily stay on top of outreach by setting reminders to reach out to your customers!
By clicking the bell icon on the top right of the chat, you are able to set a reminder. Which will then populate as a notification on your phone screen.
You can set yourself as “Away” on your days off so that customers know when you’ll be getting back in touch.
Click the clock icon in the top right of your Contacts screen, toggle “Away Mode” ON, and set an auto-response in case you are contacted.
Remember to toggle “Away Mode” OFF when you are ready to connect again!
Using the Contacts feature, you can further connect with customers offline and continue to build professional relationships.
We recommend the Contacts invite be sent out at the end of every good-quality chat. A pro tip is adding a saved reply explaining the value of Contacts and letting the Customer know we have this feature available.
Adding customers to Contacts is a smoooth process. Elevate the conversation by getting to know your customer and their needs. Making lasting connections!
