NewStore Clienteling empowers store associates to build long-term customer relationships through personalized outreach—directly within the tools they already use every day. Clienteling is seamlessly integrated into both the Associate App and Omnichannel Manager, enabling your teams to manage and deliver customer engagement at scale.
Clienteling is available through the following messaging channels:
SMS - Fully supported for all retailers in supported countries
WhatsApp (Early Access) - Available to retailers enrolled in the Early Access program
From Omnichannel Manager, administrators can easily manage which stores are enabled for Clienteling, the templates to be used for outreach, and even assign lists of customers for specific stores to contact. Clienteling metrics are surfaced within the Insights Dashboard empowering the data driven to understand their performance, set goals, and measure progress against them.
From the Associate App store associates can capture customers, communicate, and sell remotely, all in the one application they already know. Leverage a wealth of information in the Customer Profile, such as the order history, to help inform conversations and send product or purchase links using the Remote Cart functionality.
Important
WhatsApp for Clienteling is currently available via Early Access on Associate App v.1.68.0. Retailers interested in enabling WhatsApp should contact their Omnichannel Success Manager (OSM) to discuss enabling the feature.
Each store must have SMS configured before WhatsApp can be enabled. WhatsApp will share the same phone number that has been assigned to SMS.
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