OneShop

Clienteling is at the core of high service retailers. This training teaches you how to engage customers from the first time they shop.

Building Lasting Customer Relationships with OneShop: A Step-by-Step Guide

Learn to add personal notes and follow-up tasks to a client's profile, including creating reminders for upcoming actions.

Adding Notes and Tasks to a Client’s Profile

Learn how to capture important customer insights in OneShop, ensuring tailored follow-up and personalized communication.

Logging Post Sale Customer Interaction Notes in OneShop for Personalized Follow-Up

Learn Clienteling

Learn how to access, filter, and interact with the client list in OneShop's client-telling or marketing package for better client management.

Navigating the Associate Client List and Sorting in OneShop

Unlock the Power of Seamless Communication: Easily Send Message Sequences to Customers Through OneShop on Your Phone!

Sending a Sequence - How to Send Messages Back to Back on Manual Text Messaging

Sending One-to-One Text Message with OneShop Number

This tutorial goes over how to send a personalized selection of products, images or videos to clients one to one.

Sending Product Recommendations to Clients One-to-One

This article goes over how to share your top picks from current inventory to your OneShop profile to be shared on social.

Sharing Top Picks to Profile Link

Manually add new clients or leads to your OneShop profile in just a few easy steps.

Adding a New Client or Lead Manually as an Associate

For Associates

This guide explains how to create and manage outreach lists for customer engagement in OneShop.

Using Outreach Lists for Targeted Campaigns in OneShop

Learn how to reassign clients from a departing salesperson to another in OneShop with this step-by-step guide.

Reassigning Clients When a Salesperson Leaves OneShop

For Admins

Login to OneShop to Submit a Ticket

Find answers and get help from Intercom Support and Community Experts

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