CallToOrder User Guide

CallToOrder User Guide

Welcome to the another creation by ESTS in Shopify

App Name - CallToOrder

This app is created by ESTS (Expound Soft Tech Solution). This app is especially developed for those who wants to integrate their Shopify Store with CallToOrder


The Call to Order Shopify app that allows your customers to place orders over the phone!


With Call to Order, you can provide an additional ordering channel for your customers who prefer to place orders over the phone. Simply install the app and your customers can call your designated phone number and place their order with one of your team members.


Our app integrates seamlessly with Shopify, allowing you to manage all phone orders within your Shopify dashboard. This makes it easy to track and manage your phone orders alongside your online orders.


Don't miss out on sales from customers who prefer to order over the phone. Try Call to Order today and give your customers the convenience they deserve!


In the upcoming steps, you will came to know how to install this app and how to use this app.

  • Section-1 Setup Instructions.

  • Section-2 User Guide.

Section-1 Setup Instructions.

1. Let's get started by following this guide.

Install through the Shopify App Store

Steps:

  1. Log in to the Shopify App Store.
  2. Find CallToOrder app to install, and then click it.
  3. On the app listing page, click Add app.
  4. In your Shopify admin, to authorize the use of the app, click Install app.
  5. After that a billing page will open, you have to purchase the plan first to open the app, click on approve to purchase the plan.

2. After the app is installed, you can view and use it from the Apps page in your Shopify admin.

Open app in Shopify

  1. The app CallToOrder to open. It will look like below.

You have successfully completed the app Installation and setup process.

3. Section 2 User Guide.

First of all, you have to set the CallToOrder app button, which will be displayed on the product page. For this, you have to perform the following steps.

  1. Go to the "App" section.
  2. Open the "Call to order app".
  3. Your app has now been opened. Now go to the "Settings" tab.
  4. Then fill in all the given fields like Email, FullName, Contact, Call Button Text, Background colour, Background button colour, and Text colour.
  5. Finally, click on the "Save" button.

4. Now, to activate your app on the front, you need to perform the following steps. This procedure is only for the first time when you install the app.

Click on the “Customise “ option as highlighted in the screenshot below.



5. Now, click on “Home page” and select the “Products” option as highlighted in the screenshot below.



6. Now click on “Add block” and select the “callToOrder app” as highlighted in below screenshot.


7. You can drag the app position and place it wherever you want, as highlighted in the screenshot below.


8. Click on the “Save” button, which is placed in the top right corner of the screen.


9. Finally, the call to order app is set up and the call button will start showing on the product page.


10. Now, as soon as the user clicks on the call button, a pop-up form will open, and the user can enter their details and submit.


11. After this, show the user's details on the dashboard to the admin.

After that, clicking on the call to order user information screen, the user's information will be shown.



12. After this, clicking on the View button on the Users Information page will open a form where you can update the status and comments.


You can also delete users by clicking on the delete button on the user's information page.

Congratulations ! you have setup all things. You are now ready to use this app.

For any queries, please submit a ticket: Submit a Ticket.



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