Messaging System
The Messaging System feature in the B2B for SureCart addon enables private, organized communication between customers and your store, all within the SureCart dashboard. This creates a seamless experience for ongoing conversations, order clarifications, or negotiating quotes.
⚡Quick Highlights
- Allow logged-in customers to send and receive messages directly
- Manage all customer messages in a dedicated admin dashboard
- Keep conversations linked to products, inquiries, and quotes
Communicate Directly Inside SureCart With A Built-In Messaging System
Hello, I’m Nelson Miller, the owner of SurelyWP and the creator of this addon for SureCart. I enjoy developing tools that help you succeed, and I hope you find this one beneficial! If you have any questions, please feel free to send me a message.
Messaging System
Use Cases
Explore these popular ways store owners and admins are using messaging system.
Manage Customer Inquiries In One Place
Track all product inquiries centrally in the admin dashboard for easy follow-up.
Turn Inquiry Forms Into Messages
Automatically create message threads from each inquiry form submission.
Enable Customers to View Past Inquiries
Let customers see a list of their previous inquiries in their dashboard.
Allow Full Context Conversations
Both admins and customers can respond with product details and file uploads.
Customize Inquiry Emails
Send personalized admin notifications and customer confirmations automatically.
What To Expect From SurelyWP And B2B/Messaging System
Seamless Integration
Every SurelyWP addon is carefully designed to fit naturally within the SureCart workflow and interface, making it intuitive and easy to use.
Dedicated Expertise
Our development team works exclusively on SureCart addons, combining deep knowledge of its codebase with a love for the platform.
Friendly Support
We provide personal support whenever needed, helping customers get the most out of their addons and solving any technical problems quickly.
Trusted Quality
Our addons are built to the highest standards, delivering reliable performance that customers count on for their ecommerce stores.
Customer Focused
Most of our features and addons are inspired by conversations with customers, using your feedback to decide what we work on next.
Messaging System Settings & Features
Explore all the powerful settings to set up, use, and customize the Messaging System feature!
Centralized Inquiry Management With Built-In Messaging
The Messaging System gives you and your customers a complete, organized way to manage product inquiries after they are submitted. When enabled, it automatically turns each inquiry form submission (see Inquiry Forms feature) into a message thread, accessible in both the admin area and the customer’s SureCart Dashboard. This makes it easy for both sides to continue the conversation, view details, and keep everything in one place.
Enable The Messaging System
To activate the Messaging System, navigate to the Messaging System tab in the SurelyWP B2B For SureCart settings and enable the Enable Messaging System option. This action will make the new Inquiries menu available in the admin area and add an Inquiries tab to your customers’ dashboards, giving you and your customers an organized way to manage product inquiries.
Automatically Create New Messages From Inquiry Forms
Next, in order for each inquiry form submission to create a message thread, you need to enable the Automatically Create New Messages From Inquiry Forms setting. When this is enabled, each inquiry form submission will automatically generate a new entry in the Messaging System, allowing you to track and respond to inquiries directly within the system.
This feature ensures that all inquiries are captured as messages, making it easy for both you and the customer to follow up on details, such as the product(s) in question, quantities, pricing, or any additional questions. If you need to pause the creation of new messages at any point, you can disable this setting, keeping existing conversations intact without generating new entries.
Customers Can View List Of Past Inquiries From Their Dashboard
When the Messaging System feature is enabled, a new tab labeled “Inquiries” appears in the SureCart Customer Dashboard. This tab can be renamed in the plugin settings to match your branding or terminology. Customers will see a list of their past form submissions, showing the Inquiry ID, the product(s) they asked about, and the date submitted. Each entry includes a View button, giving customers easy access to review the details or continue the conversation at any time.
Customers Can Open And Respond To Inquiries With Full Context
Clicking the “View” button opens the individual inquiry page. The interface includes the inquiry subject and ID in the top left, along with the date it was submitted. A sidebar titled “Inquiry Details” displays helpful information such as the customer’s name, the products involved, quantities, variants, and any other submitted fields. Below that is a message thread showing the full conversation history. Customers can respond directly in the interface using a rich text editor, upload files or images, and, if the Quote Builder feature is enabled, view and respond to quotes all within the same thread.
Admins Can View A Table Of Inquiries From Their SureCart Menu
On the admin side, a new “Inquiries” menu item is added under the main SureCart menu in the WordPress dashboard. This screen displays a table listing all submitted inquiries, including columns for Inquiry ID, subject, customer name, product(s), and date submitted. Each entry is interactive, meaning you can click to view the individual inquiry or click on linked data, such as the customer name or product, to go directly to those respective records for further review or action.
Admins Can Open And Respond To Individual Inquiries With Contextual Tools
When clicking to view a single inquiry, the admin sees the subject and ID in the top left, along with the date the inquiry was submitted. On the right is an “Inquiry Details” sidebar showing all submitted information, including related products, form field responses, and customer details. The main conversation thread appears in the center, showing both sides of the message history. Admins can reply directly using a full-featured rich text editor, add links, upload files, and, if the Quote Builder feature is enabled, send quotes that the customer can view from their dashboard.
Email Template Settings & Features
Customize Inquiry Form Email Templates
The plugin includes two customizable email templates located in the Email Templates tab — one sent to the site admin and one sent to the customer after submitting the inquiry form. Both templates include a full rich text and HTML editor, allowing you to personalize the subject and message content.
- Admin Email — Notifies the site admin when a new product inquiry is submitted.
- Customer Confirmation Email — Sends an automatic response to the customer to confirm receipt of their inquiry. This email can be enabled or disabled as needed.
Both email templates support dynamic variables that automatically insert relevant information into the message, such as the product name, customer details, and site information. Available variables include: {admin_name}, {product_name}, {inquiry_name}, {inquiry_email}, {inquiry_subject}, {inquiry_message}, {website_name}, and {website_URL}
