You can choose to automatically send Birthday and Anniversary SMSes for customers whose phone numbers you have stored. To enable this, click on the settings icon, and click on settings. Under communications option on the left, click on the Wish SMS tab. Here, check the boxes for birthday and anniversary wish SMS. Your customers […]
Category: Ray Pro
How can I get a Campaign report or check which customers redeemed offers?
This feature is part of Practo Ray Pro. You can track both offer-wise and campaign-wise redemptions. Tracking offer redemption You can track offer-wise redemptions and generate a report from the Reports menu. Go to Reports and choose ‘Income’. Now navigate to the bottom right corner and choose the offer for which you want a report. Tracking […]
How can my customers redeem an SMS offer?
This feature is part of Practo Ray Pro. How can my customers redeem a SMS offer or avail discounts? The prefilled SMS text that you send to customers contains an offer code. In case you choose to customize the text, we recommend that you include the offer code in your SMS. You customers can show the […]
How do I send offers to a customer segment?
This feature is part of Practo Ray Pro. How do I send offers to a select audience, for example only female customers? Practo Ray CRM offers you 5 pre-selected segments, known as ‘Groups’. These are: All customers All female customers All male customers Female customers under 30 Female customers over 30 To send a campaign to […]
How do I delete an offer or campaign?
This feature is part of Practo Ray Pro. Campaigns once sent cannot be deleted. However, you can delete offers by following these steps: You can see the list of offers that you’ve made in the Settings menu. Click on the settings icon, and click on Offers. Here you’ll see a list of the offers that you’ve made. […]
How do I edit and resend SMS campaigns?
This feature is part of Practo Ray Pro. How to I edit a SMS campaign? You can edit your SMS campaign from the SMS Center. Here you can change the recipients for the offer you’ve chosen on the left, and change the content of the message on the right. How do I resend a SMS campaign? […]
Adding Default Taxes for Products in your Invoice
This feature is now a part of Practo Ray Pro plan. You can specify the default Tax for a product when it added to an Invoice. If you want to add a new product, and add a tax for that, go to Inventory > +New Item You’ll then see this screen, where you can select […]
How do I delete an Item from Inventory?
This feature is now a part of Practo Ray Pro plan. Step 1 – To delete an Item from the Inventory, select the item from the Inventory by clicking on the arrow. Step 2 – Once you do that, you’ll see the Delete Item option on the right. Please note that deleting an item from the […]
How do I change default selling cost of a Product?
This feature is now a part of Practo Ray Pro plan. Step 1 – To change the retail price of a product, go to your Inventory and select the item you want to edit, by clicking on the arrow on the right. Step 2 – Once you do that, you’ll see this page, where […]
How do I see Income for Products?
This feature is now a part of Practo Ray Pro plan. Step 1 – Go to Reports -> Income category and click on the ‘Show advanced Options’ option. Step 2 – In the advanced options, if you click on Products you can see Reports for products. Step 3 – You can also search for products from […]