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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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  1. Resources for wholesalers
  2. Invite customers

Invite editor

Since March 2024, Orderlion has introduced an enhanced Invite editor, making it easier for you to send invitations to your webshop.

New for Invitations on the Computer since March 2024:

  • Revised invitation messages

  • Preview of the message before sending

  • Editing the message template directly in Orderlion

  • Bulk invite from Orderlion email and SMS now with preview and editing options

  • Sending individual invitations via your own email programme using "Open mailbox"

  • Sending individual invitations via WhatsApp Web on the computer using "Open WhatsApp"

Advantages of the New Invite editor:

  • Improved message quality

  • More personalized addressing of recipients

  • Building trust by using your own email addresses and phone numbers instead of Orderlion emails

Activation: The function is automatically activated with the update. Simply navigate to the customer view and use the Invite editor.

Editing the Invitation Template: Click on "Edit" (pencil icon at the top right) and adjust the text. The subject and text can be customized. Note that when editing in the text field, images are removed and cannot be re-inserted.

For sending via WhatsApp Web or the email programme, the message is inserted and can be edited before sending, including adding attachments, etc.

Important: Any changes will be applied to all other further invitation messages.

Sending Timing of the Invitation: The invitation is sent only when you click "Send" or in your email programme/WhatsApp, click "Send."

Checking Invitation Status: You can see who has accepted the invitation by checking under "Customers" → "Status."

Important: When using Orderlion emails or your own emails, automatic reminders are sent to recipients in the same thread. When using your email programme and removing the Orderlion address (automatically in BCC), reminders cannot be sent.

PreviousInvite customersNextInvitation via the Portal

Last updated 1 year ago

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