In addition to WhatsApp, the SHOPLINE Message Center now supports sending order forms to customers via Facebook, Instagram, and LINE, so you can promote products extensively and significantly improve store performance.
This article will cover the following:
1. Create an order form
Step 1
In the SHOPLINE Admin, go to [Social Commerce] > [Message Center] > [Instant Message] and open a conversation.
Click the "Order forms" icon at the bottom of the conversation window, and then click + Create order form.
Step 2
Complete the relevant settings.
1. Title
Enter the order form title with a limit of 30 characters.
2. Publish Status
- Enable publish status: This order form can be shared, browsed, and used.
- Disable publish status: This order form cannot be shared, browsed, or used.
3. Product
Click the Select Products button and select the products to be displayed in the order form.
Check the boxes of the products to be added, or bulk select by choosing product categories.
Once completed, click Add Product to continue.
*Note: The order form currently only supports adding a maximum of 30 products.
*Available quantity: The actual product quantity available for sale (a.k.a current inventory). If the "Preorder" feature is enabled, the available quantity will be the current inventory + preorder limit. For more details, please refer to the following FAQ.
Step 3
Upon confirmation, click Save.
In the "Order forms" pop-up window, you will see the order form you have just created.
Click the "..." icon on the right to edit or delete this order form.
*Note: Currently only supports creating a maximum of 50 order forms.
2. Send an order form
Step 1
On the "Instant Message" tab, click on the message you want to send an order form. Then, click the "Order forms" icon at the bottom of the conversation window.
Step 2
Select an existing order form to send to the customer.
3. Managing order forms
Besides creating and editing an order form from the conversation window, you can also go to [Remarketing Assistant] > [Order Form Management] on the left menu bar to manage your order form.
A. Create, edit, preview, and delete order forms
In the "Order Form Settings," you can create, edit, preview, and delete order forms.
*Note: Click on the order form to open the editing window.
B. Copy order form link
Click the "Copy link" icon on the right.
Select a social channel and account.
The system will automatically generate a link for this order form. Click Copy link to share this link with the customer.
4. Customer's view
A. Customer receives the order form
When you send the order through different channels, the customer will receive your order form from the corresponding channels.
- Facebook
- Instagram
- LINE
- WhatsApp
Click the link to view the order form. Customers can click on the image or the "cart" icon to open the product detail page.
Select the product variation (if any) and the quantity. Then, click the Add to cart button.
*Note: If the selected product quantity exceeds the available quantity (Current inventory + Preorder limit), a reminder prompt will appear.
B. Customer clicks the "Checkout" button
No matter which social channels the customer uses, once they add the product to the cart, they can click the "cart" icon or the "Checkout" button on the bottom to proceed to checkout.
Upon confirmation, click Checkout.
*Note: If the customer clicks on multiple order forms using the same browser, products added from different order forms will be displayed on the same shopping cart.
The page will be directed to the checkout page, and it will display the product added from the order forms. Then, fill in the relevant buyer's information to complete the checkout.
C. Customer contacts the merchant
No matter which social channels the customer uses, once they add the product to the cart, they can click Contact to order to ask the merchant to help them create the order.
- Facebook: The page will be directed to a Facebook Messenger chat window. It will not automatically apply the product items and quantities selected in the customer's order form to the chat window. The customer will need to enter them and send the message by themselves.
- Instagram: The page will be directed to the Instagram account page. Customers need to open the chat window, enter the message, and send it.
- LINE: The page will be directed to the LINE chat window, and the system will automatically apply the item and quantity of the product selected by the customer into the chat box.
Customers can send a message directly, and you can help customers place the order according to their message content. - WhatsApp: Please refer to this article for more information.
5. Send product links
Step 1
In the [Message Center] > [Instant Message], select the conversation to send product links.
Step 2
Click the "Order forms" icon at the bottom of the conversation window and select Send product link.
*Note: You have to create an order form in advance before you can send product links to customers.
Step 3
Check the boxes of the products to be sent, or bulk select by choosing product categories.
Once completed, click Send product link to continue.
*Note: Currently supports selecting up to 30 products.
*Available quantity: The actual product quantity available for sale. If the "Preorder" feature is turned on, the available quantity will be the current inventory + preorder limit. For more details, please refer to the following FAQ.
The customer will receive a message with the product link. (Below is the display on Instagram.)
When customers click the link, they will be directed to the storefront's product detail page.
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