Help centre · Step-by-step manual
CRM and campaigns
Choose the appropriate workspace and branch. Your plan, enabled modules and team permissions determine which actions are available.
CRM and campaigns
- Enable
CRMand open a customer profile to record the next follow-up, or create a deal and move it through the pipeline. - Create a segment and review its recipients. Record valid marketing consent before scheduling a campaign; respect opt-outs and
STOPrequests. - Review campaign results and failed deliveries before retrying. WhatsApp needs your connected account and an approved template outside the reply window; provider charges are separate.
On this screen
Online · CRM
Your customers in one place: who buys, who is slipping away, who agreed to hear from you.
Customers who used to come regularly and have now gone twice their usual gap without buying.
Update the figures now · Customers · Customers who bought · Agreed to messages · Birthdays this month · Download CSV · Download Excel · Campaign results · Campaign · Channel · Sent · Replied · Opened the link · Bought within 7 days
Online · Campaign
WhatsApp only lets free text reach customers who wrote in the last 24 hours. Add your approved marketing template in the CRM settings to reach the others.
All customers · Sent · Delivered · Replied · Opened the link · Bought within 7 days · Sales after the message · Preview · This channel cannot send yet. · Actions · Send a test to me · Start at (optional) · Start · Pause
Online · Campaigns
A message to a segment, now or at a time, only to customers who agreed. Sent a few at a time, never in the quiet hours.
WhatsApp is not connected, so campaigns can only go by e-mail. · Connect the front desk · Campaign · Channel · Segment · State · Sent · Replied · Opened the link · No campaigns yet. · All customers · New campaign · Name · coming soon
Online · Customer 360
A customer gets messages on a channel only after agreeing to it. A no (or a STOP reply) wins until they agree again.
Spent (all) · Visits · Last visit · Average bill · Owes · Points · Consent · How · Agreed · Said no · Details · E-mail · Birthday · City
Online · Flows
Messages that go by themselves, once per occasion, only to customers who agreed.
On · Off · Set them up in the credit book: · Credit book settings · coming soon · Send this flow · Channel · New messages a day at most · Offer link · your review link · Coupon code · Message · Save
Online · Pipeline
Deals with businesses: from lead to won, with the value, the next step and the files.
Open deals · Win rate · Days to win · Owner · Everyone · Search · Reopen · Quote · Why lost · Save · Stage · Move · Add a note · Add
Online · Segments
Saved filters of your customers. A segment is the audience of a campaign; its count is live.
Every rule must match. Leave a row empty to skip it.
Spent: an amount; visits, stamps left and points: a count; a product or a branch: its code; a group or a channel: as the customer page shows it.
Segment · Rules · Customers · No segments yet. · Send a campaign · Download CSV · Download Excel · Archive · Change this segment · New segment · Name · Every rule must match. Leave a row empty to skip it. · Rule · Amount or count
Online · Unsubscribe
Log in · Yes, stop them · Done — no more tips or offers. · Turn them back on · They're back on.
Online · CRM settings
Switch the CRM on, set how fast campaigns go and when they never go.
Needs Customers switched on. Switching it off hides the pages; nothing is deleted.
to customers with an e-mail on their page
WhatsApp lets a business start a conversation only with a template approved in its Meta account. Give its name and language: its first parameter is the customer's first name, the second the message.
Leave empty to count your top fifth of customers as high-value.
CRM · The CRM · Use the CRM in this shop · Save · Channels · ready · not connected · Connect the front desk · to customers with an e-mail on their page · coming soon · Pace and quiet hours · Messages a day at most · Marketing messages per customer a month at most · Quiet from
