Creating orders in Leaddesk: start by accessing your account
Outbound call centres are sometimes hesitant to acquire new tools due Once you’re to find your mobile number database the training that agents must undergo in order to master the new software. Luckily, the Waytobill payment plugin can be accessed directly from Leaddesk, meaning that agents can start using it with no training required.
client, proceed with your standard script and lead the conversation towards your final goal, which in this case is to close a sale. When your prospect decides to buy a product, subscribe to a service or donate to a non-profit organisation, all you have to do is scroll down to where the Waytobill plugin is integrated.
2. Find the Waytobill payment plugin in your Leaddesk’s products
Use the “Products” tab to access information about the campaign you are Once you’re working frank pace customer care manager with. This system can be used for product sales, subscriptions and donations. If this is the case for your organisation, you can see different tiers with their names and prices. Are you using discounts or startup fees? No problem, you can add them at this step too.
So it’s time to create the order for your customers! For this specific example, let’s imagine that you’re selling fruit basket subscriptions. In this case, you have on offer 2kg, 8kg, and 10kg fruit baskets that can be delivered monthly, quarterly or yearly.
After choosing the type of subscription, it’s time to choose how many months the customer will be subscribed for. If you select 0, the order will have no end date, meaning it will be ongoing until further notice or cancellation from the customer.
Let the customer choose when they want the subscription to start. If you select a specific day of the month, all the following payments will be withdrawn on that same day. In our example, we will select “Subscription” in the order type. Once your order is ready, click on “Add to order”.
3. One-time purchases and subscriptions in one place
You can use the Waytobill plugin to create not only subscription Once you’re orders material data but one-time purchases too. To do so, you must follow the same steps as in the previous example, however, simply change the order type to “purchase” instead of “subscription” and set the period to 1. After adding this product to the order, you can also decide how many items should this customer pay for. On the right-hand side, you can see the 10kg fruit basket added to the order in the previous step. From the same section, you can remove a product or change the number of items you’re selling.
4. Send the order by text message and wait for the payment
Before sending the order to the customer, confirm all the details, for example, the subscription or donation start date. Once all is clear it’s time to hit the “Send Order” button!