Steps
-
Web On the web: open Marketing. The first time, the "How it works" tour opens on its own: 1. Choose who to sell to · 2. Create an offer · 3. Share it · 4. See what it sold. Each step shows an example with your clients and a "Take me there" button.
-
Web At the top you see "Your progress: N of 4 steps" and the suggested next action. Once you master the steps, "I've got it, hide" removes it.
-
Web Tap "Your first campaign": it shows the group most worth targeting (for example, your dormant clients), suggests the offer (volume discount, who it's for and for 30 days) and explains why. "Create the offer" opens it already filled in: pick the category or products and save.
-
Web Then share it from "Catalog to share" and, in Results, check the campaign card: clients who bought, sales, discount given, what it brought in, a traffic light (worked, so-so, didn't work) and what to do next.
-
Web Every group and figure has a "?": tap it to see what it means.
Related guides
- Where do I set up discounts?
- Share an order PDF on WhatsApp (app)
- How do I add the CRM to my account and try it for free?
- Switch account or company on the web without logging out
- App menu: keep only what you use in sight
Updated: