How to Use Facebook Chat Feature
Stores can respond to customers on their Facebook Page while simultaneously creating orders in the ZORT system without switching screens. Follow the steps below:
How to Connect
1. Go to the “Settings” menu and select “Integration.”
2. Click on “Add Integration.”
3. Go to the “Social” tab.
4. Select “Facebook” as the connection type.
5. Click “Continue as (Account Name).”
6. Choose the page you want to connect.
7. Click “Verify” to complete the connection.
How to Use Facebook Chat on ZORT
1. Click on the “Social Commerce” button.
2. Click the Messenger icon and select the desired page.
3. After selecting the page, you will see all the messages on the page. You can select a customer’s message from the left side and start a conversation.
4. When a customer places an order, click “Create New Order” to open a bill in the ZORT system immediately.
5. Click “Add Product” to create a sales order.
6. Choose the desired product(s).
7. Click “Add Product.”
8. Select the desired shipping service and the shipping fee that the shop wants to charge. You can also choose to display the shipping fee including VAT.
9. Choose the payment method, and the system will display the total amount the customer needs to pay.
10. Click “Save.”
11. Once saved, the system will automatically send an order confirmation message to the customer. The customer can click the link provided to proceed with payment and enter shipping information.
Example of a Payment Link Page
12. When you return to the Sales Orders page, you will see the sales orders created through Social Commerce. The shop can select an order to proceed with shipping.
Additional Features
Tagging
1. Stores can tag different statuses for customers just like responding to messages on the Facebook Page by clicking on the user account.
2. Select “Settings.”
3. Go to the “Tags” section.
4. Click “Add Tag.”
5. Enter the tag name.
6. Click “Save.”
7. When you return to the conversation page, you will find the newly created tag ready for use.
Filtering Messages from the Page
1. In the chat window, merchants can choose to display all messages, pending messages, spam messages, or unanswered messages as per their convenience.
2. If you want to filter messages by tags, you can do so as well.
Sending Product Details Link
1. Stores can send additional product details to customers by sending a product link. Click the “Share Product” button.
2. Select the product you want to send details for and click “Share.”
3. The system will send a product details link to the customer, allowing them to view more information about the product.
4. When the customer clicks on the link, the product information saved in the ZORT system will appear, and the customer can directly place an order through this link.
Setting Up Quick Replies
1. Stores can save various text templates for quick responses to customers by clicking on the “Frequently Used Messages” button.
2. Click the “Add” button to add a quick reply template to the system. Up to 20 messages can be saved.
3. Enter the desired quick reply and complete the text template to be sent.
4. Click “Save.”
5. After saving the text template, merchants can click on the “Frequently Used Messages” button and select the desired message to send.
6. The system will display the saved text template, allowing the merchant to send it to the customer immediately.
If you are interested in utilizing our comprehensive store management system,
we encourage you to reach out for further information.
Please do not hesitate to contact us at:
Phone: 02-026-6423
Email: support@zortout.com
LINE: @zort