WindoorERP Documentation 19.0

Guided journey

11- Setup the Channels Your Customer Touches

The portal a contractor logs into, the WhatsApp number they actually message, and the website that produced the enquiry in the first place.

7 steps about 9 min Intermediate Marketing or customer-experience owner
Start the journey

A contractor does not want to phone you to ask whether their windows shipped, and an architect does not want to wait a day for a drawing they already approved. Every channel in this path exists to answer a question the customer would otherwise interrupt your team to ask.

Set them up in this order — portal first, messaging second, website last — because the portal is the only one that reduces work immediately, while the website is the one that creates it. And connect the last step: a campaign link that carries its own tag is the only way to ever say which advert paid for itself.

By the end you will be able to

  • Give customers a portal where they approve quotations, watch milestones and raise service requests themselves
  • Route WhatsApp to the right team, with business numbers and auto-reply instead of a personal phone
  • Send Meta-approved templates for quotations, delivery notices and invoices, in Arabic or English
  • Run multi-agent WhatsApp conversations that capture a lead instead of ending in a private chat
  • Publish the marketing pages, solution pages and lead forms that feed the pipeline from journey 3
  • Manage the site itself — pages, menus, redirects — and see which visitors became enquiries
  • Tag campaign links so you can say which advert produced which signed contract

Before you start

  • Administrator rights, and the Website, WhatsApp and Portal modules installed
  • Your CRM teams and stages configured, since these channels feed them — "3- Setup CRM and Sales"
  • A WhatsApp Business account and Meta-approved templates, or the willingness to submit them and wait
  • A decision on what a customer may see of their own project: prices, milestones, drawings, or all three

The path

01

Open the portal

  1. 01 Let customers serve themselves Live orders, quotations they can approve, milestone invoices they can track and service requests they can raise — without a phone call. On a long fenestration contract this is the single change your team will feel first. 1 min View live orders, approve quotes, track milestone invoices, and submit service requests
02

Move messaging off a personal phone

  1. 02 Set up business numbers and routing Right now a salesperson's enquiries probably live on their own phone, and leave with them. Business accounts, routing teams and auto-reply put those conversations inside WindoorERP where the pipeline can see them. 1 min Configure business phone accounts, routing teams, and auto-reply bots
  2. 03 Get your templates approved Meta will not let you message a customer freely, so the quotation notice, the delivery notice and the invoice reminder have to exist as approved templates — in Arabic and English. Submit them early; approval is not instant. 1 min Design automated Meta-approved message templates for quotations, delivery notices, and invoices
  3. 04 Answer as a team, and keep the lead Several agents on one number, with the conversation attached to a customer and a lead. The point is not the chat; it is that an enquiry arriving at 9pm still exists in the pipeline on Monday. 1 min Manage multi-agent WhatsApp live chats, customer inquiries, and lead captures
03

Publish the front door

  1. 05 Put up the pages that produce enquiries The public pages, the industry solution pages and the lead forms are the top of the pipeline you configured in journey 3. A form that does not create a lead in the right team is a form that produces nothing. 2 min Explore public portal homepage, industry solution pages, interactive pricing, and lead forms
  2. 06 Run the site and watch the visitors Pages, menus and redirects on one side; visitor telemetry and SEO on the other. Redirects matter more than they sound — a renamed solution page that 404s loses the enquiries that link was earning. 2 min Manage website pages, visitor telemetry, analytics reporting, navigation menus, and redirects
04

Know which advert paid

  1. 07 Tag the campaigns you spend on The last step closes the loop back to journey 3: a tagged link carries its source through the lead, the opportunity and the signed order, so "where did this contract come from" has an answer that is not a guess. 1 min Create tracked campaign links with UTM Source, Medium, and Campaign parameters

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