Emily Clarke

How to Send Documents Online to Your Customers

You might need to send documents to your customers for many reasons. You might have payment receipts to provide, time-sensitive contracts to sign, or forms with personal information they need to fill out. Whatever the case, getting those files to your customers requires a careful, well-thought-out workflow.

Traditional email correspondence has its risk. Email servers can be hacked, putting private information in danger of falling into the wrong hands. Fortunately, there are better alternatives.

Choose the Right Messaging Platform

Before you do anything, you'll need to move your company towards a better system than simply email. Modern customers often prefer to communicate with businesses on more streamlined platforms. Take WhatsApp, for example. WhatsApp lets you initiate chats in seconds to speak with your customer base, exchange information, and even send payment links.

Provide the Right Access

It's not enough to move over to WhatsApp. You'll need to share access, too. Customers will interact with multiple teams at your business. While they might chat with a customer support agent, the team responsible for creating or managing documents might be entirely different.

A WhatsApp shared inbox is a solution worth exploring. You can grant access to multiple teams, making it easy for your employees to jump in on conversations.

Sending Documents and Links

After setting up a shared inbox, getting documents to your customer is a breeze. You have many options here, and the proper course will depend on the sensitivity. If the file doesn't contain anything that needs to stay secure, you can send it directly through the chat box! That way, your customers get the documents they need without closing the chat window or moving to other platforms.

You can send separate links or use encryption technology if the document is sensitive. Encrypt the file before sending it over the chat box or provide a link to an external download. Both options offer an additional layer of security and are easy enough to use.

With a WhatsApp shared inbox, getting crucial documents to customers is a breeze. Your teams can reach out to customers from one inbox, keeping your conversations clean, well-organized, and frustration-free.

Author Resource:-

Emily Clarke writes about WhatsApp Business Platform, WhatsApp bulk messaging, shared inbox and more. You can find her thoughts at automate Whatsapp messages blog.