目錄

Current Customer Forms are meant to collect additional informations from customers.

For customers who have already been added to CRM's customer list
1. Create a Current Customer Form through Settings > Social Media [Current Customer Form]
2. Click [Activate] and [Save]



For customers in LINE but have not been added into CRM's customer list
After the CRM system connects with LINE@ and have interactions with the customers on LINE@, the information of customers will automatically enter the system. Therefore, the system will send a Current Customer form automatically to customers who responds in the LINE@ chat.

However, for customers who don't give any response in LINE App, they will not automatically enter the system. If they do not respond, you can try the following methods:
1. Open your Current Customer Form and check if the status is already activated, or you can also create a new Current Customer Form.
2. In LINE@, you can send broadcast messages to attract response.

Once they reply the system will immediately send Current Customer Forms to customers.

來源連結:

https://vital-faq.azurewebsites.net/CRM/4100

https://support.vitalyun.com/en/?view=article&id=4776:how-do-i-send-current-customer-form-for-current-customers-of-line&catid=28
Current Customer Forms are meant to collect additional informations from customers. [Settings > Social Media [Current Customer Form] > Activate > Save] (Refer to FAQ)
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