Vital CRM
How do I send Current Customer Form for current customers of Line@?

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.

Current Customer Forms are meant to collect additional informations from customers. [Settings > Social Media [Current Customer Form] > Activate > Save] (Refer to FAQ)
https://faq.vitalyun.com/EN/CRM#4100