Customer cards
Each customer has a card, recognised by their phone number. It shows all their orders, deliveries and returns.
ReadHow to do it
- First connect Facebook and Instagram in « Intégrations ».
- Open « Analyse des réseaux sociaux » and choose the period: 7, 30 or 90 days.
- « Vue d'ensemble »: followers, views, interactions and plain findings.
- « Commentaires » and « Messages »: what is waiting for your answer, oldest first.
- « Publications »: each post with its figures, sortable.
- « Relever maintenant » reads the figures again right away.
Good to know
- Comments from your own shop are not counted. If a real customer is left out by mistake, click « Compter comme client ».
- Meta only gives the last 20 messages of each conversation.
More guides on this topic
Green list and blacklist
Good customers go to the green list, customers who often refuse their parcels go to the blacklist. Rules do it, and you can decide by hand.
ReadThe contact book
« Contacts » keeps the details of suppliers, the delivery company, partners and service providers in one place.
ReadSupplier and delivery company contacts
A « Supplier » contact is linked to the supplier card. A « Delivery company » contact can appear in « Réclamations ».
ReadA question this guide does not answer?
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