Customers, the buyer page and order sources

Three things that together decide what the buyer sees and receives.

Customers

Orders → Customers is a database that builds itself from orders. You do not create or fill it by hand — the data arrives with the order, whatever the channel.

The buyer page

Order settings contain a separate Buyer page section where you decide what the customer sees after opening the link to their order. You insert the link into a message template with the [link_portalu_klienta] placeholder.

It is the simplest way to cut down "where is my parcel" questions — the customer checks for themselves.

Order sources

The Order sources section lets you add your own sources for sales outside integrations: phone, e-mail, in-person. You pick them when adding an order by hand.

Why it is worth it: the order source is visible on every order, you can filter by it, base a rule condition on it and compare channels in Statistics. Without your own sources, phone sales fall into one bucket with everything else.

Czy ten wpis pomógł?

Odpowiedzi trafiają do redakcji pomocy — widzimy, które wpisy trzeba poprawić.

Nie znalazłeś odpowiedzi?

Napisz do nas — odpowiada osoba, która zna system.

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