In this video, we walk you through how to share product information directly with customers from products on your e-commerce platform. We demonstrate the steps to add a product link to a conversation and how to create a new order for the customer.
Procedure for Sending Product Links to Customers
Objective
This SOP outlines the steps to send a direct product link from the e-commerce website to a customer while adding the product to a new sale.
Key Steps
Step 1: Access Product Page 0:10
Click on the model number of the product to access the product page.
Ensure you are on the correct product page before proceeding.
Step 2: Open Quick Action Pop-Up 0:10
From the product page, locate and click on the quick action pop-up.
Step 3: Select Conversations 0:20
Click on the 'Conversations' option in the quick action pop-up.
Step 4: Choose Customer 0:20
Select the customer you want to send the product information to from the list.
Step 5: Access Options Icon 0:20
Click on the options icon next to the customer's name.
Step 6: Add Product Link 0:37
Click on the information icon to add the product link to the conversation.
Cautionary Notes
Ensure that the customer selected is the correct one to avoid sending the wrong product information.
Double-check the product link before sending to ensure accuracy.
Tips for Efficiency
Familiarize yourself with the quick action pop-up to speed up the process.
Keep a list of frequently contacted customers for quicker access.