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Customers & Marketing

Message customers from orders and segments

Use order and customer shortcuts to open the right conversation or compose an audience-scoped message.

Updated

On this page
Plan availability: Pro. Customer Chat and manual announcement outreach require Pro. Automated email notifications remain available on Free. The active production feature matrix is authoritative if an administrator changes an entitlement.

Start from Orders

In Orders, open the order actions and choose the customer message or email shortcut. The action opens Messages with the selected customer and order context.

Start from Customers

In Customers, use Message customer, Email customer, or the directory audience bridge.

Keep the audience safe

Segment-scoped composition uses Compose Email or Compose Announcement. Email and SMS recipients are intersected with the relevant consent state.

Common problems

  • Push is disabled for filtered segments to avoid broad accidental sends.
  • SMS requires event-SMS opt-in and credits.
  • Order-column bulk compose is limited to 500 orders.
  • Chat is tenant-scoped and requires Pro.

Next steps


Keywords

message customer, order message, email customer, customer outreach, segment audience, Compose Announcement, order follow-up

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