Respond to submissions
Use the sender's contact details and submission context to follow up.
Read the full request and coordinate with its assigned owner before replying. For a catalog inquiry, check the product names and quantities so your response addresses the visitor's request.
Reply on WhatsApp
- Open the submission and select Reply on WhatsApp.
- Review the recipient and prepared submission context in WhatsApp. Add your response and send it there when ready.
- Return to CMS and set the handling status to reflect the response.
The action opens WhatsApp with the submission context; it does not automatically send a message. If no usable WhatsApp or phone number is available, the control shows WhatsApp number missing. Use another contact method provided by the sender, such as their email address.
Copy the request context
Select Copy context to copy a summary of the request. Review it before pasting it into your team's follow-up tool or a reply.
Sending a response outside CMS does not automatically update the submission's status. Update it yourself after responding.
The submission's Notification delivery status describes delivery of the site's notification, not whether your team has replied to the visitor. If notifications are failing, ask the site administrator to review CMS notifications.