Messaging

Keep track of customer communication in one place. No more hunting through your inbox.

Sending a Message

Creating a New Message

  1. Click on message icon on the top right of your screen

  2. Click on the search bar and type customer name or select from the dropdown menu

  3. Compose message

  4. Click Send

 

Creating a New Bulk Message

  1. Click on message icon on the top right of your screen

  2. Click on the blue Bulk Message button on the top left of the screen

  3. Select the 'Toggle filters' bar 

  4. Check the box or boxes beside the criteria you would like to find customers by (i.e. catalog, delivery/pick up options)

  5. Click the ▼ and select an option from the drop down menu 

  6. Click the blue Apply Filters button, you will see customers populate the To: field

  7. Compose message

  8. Click Send

 

Bulk messages will be sent to all customers within the filters specified. Messages will be sent as individual messages to each customer with the same message, this maintains personability and allows for a direct response if necessary. Bulk messages received by customers look identical to standard messages.

Receiving a Message

Responding to a Customer Message

You will be notified through email when you receive a message from a customer.

  1. Login to your account
  2. You will see the number of messages you have next to the conversation icon at the top right side of the screen
  3. Click the message icon
  4. Select the unread message, it will bring the conversation into view where you can respond

 

Note: There is currently no way to delete a message. This includes if the customer is deleted.