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Orderlion WIKI
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  • Welcome!
  • 📒Resources for wholesalers
    • 👋Invite customers
      • 📝Invite editor
      • đŸ–Ĩī¸Invitation via the Portal
      • 📱Invitation via the Orderlion App
      • 🔗Link for Self-Authentication
      • 💡Additional Tips
      • ❓Invite customers: FAQ
    • đŸ–Ĩī¸Orderlion-Portal
    • âš™ī¸Shop Settings
    • 🎨Shop Design
      • đŸ–ŧī¸Images in Orderlion
    • 📤Orders
    • 🤝Manage customers
      • ❓Manage customers: FAQ
    • đŸĨManage Products and Prices
      • ❓Products: FAQ
      • 💹Price validity
    • 🎩Import Wizard
    • đŸ“ĻStock
    • 💸Payments
    • 📃Documents
      • ❓Documents: FAQ
    • đŸ’ŦChat
    • đŸ“ĸCampaigns
    • 📱Sales PRO
    • 📩Orderlion Inbox
      • âžĄī¸Browser extension for WhatsApp order forwarding
    • 🔂EDI/API Integration
    • 🔔Reminders
    • â„šī¸Billing portal
  • Orderlion for buyers
    • ❓FAQ
    • Overview
    • Accept invitation
    • Orders
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On this page
  • The transition of your customers to your web shop is in your hands!
  • A Note of Encouragement: The Rewards Await!
  1. Resources for wholesalers

Invite customers

How to invite customer to your online shop.

PreviousWelcome!NextInvite editor

Last updated 1 year ago

In general:

  • Every customer must register on your online shop.

  • They either register using their personal invitation code or create their profile by providing their customer details themselves.

    • The customer receives the invitation code when or through

    • Self-authentication works through the to your webshop.

These are the options for invitations via the portal on the computer:

  • Bulk invite to all customers via Orderlion email and SMS: A pre-written message can be sent to everyone without prior changes. These messages can be edited in the preview.

  • Individual message to a customer via Orderlion email and SMS: Individual messages can also be sent via our Orderlion email or SMS. These messages can also be edited in the preview.

  • Individual message to a customer via your own email programme using "Open mailbox." Open your email programme and edit the email if needed before sending.

  • Individual message to a customer via WhatsApp Web on the computer using "Open WhatsApp." Open WhatsApp Web and edit the message if needed before sending.

These are the options for invitations via the app:

  • Display individual invitation codes

  • Sending individual invitations through various media such as SMS, WhatsApp, etc.


For you and your customers to benefit from the advantages of your web shop, with automated orders, 24/7 via your web shop and ordering app, it is important to remind your customers about this opportunity repeatedly.

Keep in mind, on average, 30% respond to the first invitation, and 50% register after the second. Keep going and test several ways to figure out what works best for your customers.

The transition of your customers to your web shop is in your hands!

Both, you and your customers benefit through your web shop. While you are saving time and reducing errors, your customers order 24/7 from your entire product range and ask questions via the chat.

For the transition to succeed, you need to keep going and remind your customers about your web shop:

  • Present the web shop to all new customers as your sole method of order processing.

  • Remind existing customers multiple times about "the new normal." The web shop should be your sole method of order processing in the long run. Strengthen your longstanding customer relationships through the newfound time and quick communication channels in your web shop.

A Note of Encouragement: The Rewards Await!

Remember, the key to success is in your hands. By embracing these strategies, you're not just onboarding customers – you're crafting a future of streamlined ordering processes and enhanced customer satisfaction.

Bonus Inspiration from Jacon Mawby,

📒
👋
who shares his success story of using flyers and in-person engagement effectively - Watch the video below.
invited via the portal
the app.
link for self-authentication
(See invitations via the portal.)
Invite methods on the computer
Invite methods on Orderlion