Basic operations and settings

Basic operations and settings

What are CRM scenarios? How to design and configure effective scenarios

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  • A scenario is a predefined process for a customer who has taken a specific action.
  • For example, in the case of restocking notification, a scenario can be set up to send a "restocking notification" e-mail to customers who have clicked on the restocking notification button on the product detail screen and registered their e-mail addresses, 0 hours after the product is in stock.

Add a scenario

  • StoreCRM offers templates for different types of scenarios.
  • Scenarios can be set from StoreCRM -> [Scenarios].
  • To add a scenario using a template, click on the top right corner of the [.Add a new scenario].
  • The target (target) of the scenario and the method of processing can be set by the store owner in StoreCRM.
  • We recommend that you do not change the template in the scenario screen, but create it by clicking on [...] → [Duplicate] on the right side.

Automation type

As for the type of scenario,here for more information.

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