Jan 10, 2024
Dear Omnichat users,
This update primarily focuses on enhancing the conversational sales features:
Conversations Beta: Mass messaging for sales roles is now also available on our web platform (previously it was only supported on the Omnichat APP)
Chat to Order: More order details are now available for direct export on the chat
Conversations Beta: Mass messaging for sales roles is now available on the web platform
🙌🏻 Tiers: OMO (To access the Conversations Beta, please contact your Omnichat service representative or online customer support for activation)
👤 Roles Applicable: Sales Manager, Salesperson
Omnichat's OMO plan now supports "Sales Roles" to send mass messages to their designated customer groups.
Previously, the mass messaging feature for sales personnel was only supported on the Omnichat APP (iOS / Android). Now, it's also available on the web version!
Mass Messaging Entry for Sales Roles
My Cases in Progress > Bulk Actions (the 3 lines dropdown) > Mass Message / Mass WhatsApp Template.
Mass Messaging Process for Sales Roles
Select the Recipients (across multiple channels)
Confirm the Recipients List:
Not filtered: A maximum of 40 entries can be selected at a time.
Filtered by conditions: All entries can be selected at once (not limited to 40).
Edit Messages:
Up to five different messages can be entered at a time.
Supports uploading multiple images.
Supports video (limited to mp4 format).
Supports using saved replies.
Mass Messaging Filters
Mass Messaging Filters:
Channel: Only one channel can be selected (mandatory).
Customer Name
Tags:
Any Match
All Match
Exclude Any
Last Interaction (details can be found in the presentation):
Last Contact from Customer
Last Automated Messages from Team
Last Contact from Team
After filtering, all customer lists can be selected at once (not limited to only 40 per selection).
Chat to Order: More order details are available for export
🙌🏻 Tiers: Chat to Order
When trying to export the order list , all the data is exported by default. If any filters are applied, the filtered order data will be exported.
The language of your exported file will be synchronized with the language that is currently used in the Omnichat system by the operator (Traditional Chinese, Simplified Chinese, English).
Chat to Order Export Data Fields
Below you can find all the fields, with bold indicating those added in this release:
Order ID
Currency
Recipient Name
Product Id
Creation Date
Subtotal
Receiver Phone
Title
Status
Discount
Postcode
Unit Price
Payment State
Delivery Fee
Country/District
Quantity
Payment Method
Total
Region/State
Total Items Amount
Payment Date
Source
District/City/Town
Channel
Transaction ID
Creator Name
Address1
Channel User
Buyer Name
Location Name
Address2
Modification Date
Buyer Phone
Location Code
Full Address
Employee Code
Logistics Remark
Method Name
Remark
Pickup Store Name
Cancellation Reason
Other Improvements
[Web] Importing customer data is now available for marketing roles and customer service managers.
[Web] You can now track the clicks on your coupon cards and see the data on the Broadcast (beta) report
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