This guide is designed to help a user new to CRM.COM explore all of the setup they’ll need in place before launching an online ordering platform for their business. The guide is set up around a fictitious coffee shop that offers online ordering for delivery and pickup via it’s mobile app.
Setting up the venues
The business sets up its venues (i.e., shops/outlets) by providing contact as well as industry details.
The supported delivery and pickup hours are provided.
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Setting up the product catalog
The business sets up its product catalog including product images and pricing information.
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The products are set up and are immediately reflected on the mobile app ordering menu complete with its images, components, pricing etc.
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Adding a reward offer
Reward offers provide incentives to customers to improve their engagement with the business such as performing more frequent purchases or of higher value. Each offer defines a goal that customers must reach in order to be awarded.
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Setting up the payment methods
The business selects the methods of payment accepted when a customer submits an online order (i.e., card, cash etc.)
Setting up other ordering policies
The business has the option to set up the policies around online ordering for delivery and pickup and specify the different rules that apply for each option such as minimum cart amount, delivery charge etc.
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Enabling orders via the mobile
The business enables the online ordering option so as to be available to customers via the mobile app.
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Ready to launch
The business is now ready to accept online orders via the mobile app.
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