I. Add customers

1. Add new customers

Members can add customers through adding face to face, adding from WeChat friends, sending WeCom business card to WeChat, clicking a member in connected groups to initiate a friend request, adding through business cards and other means.
(Adding by searching for WeChat ID is not supported)

2. Convert external contacts to customers

External contacts added before a member is granted with the permission to contact customers will be uniformly included in “Contacts” -> “My Customers” -> “Other Contacts”. The external contacts which are manually confirmed as customers will be converted to customers to which the Contact Customer feature is available and which can be viewed by the admin.
Confirm as a customer:
To confirm, go to “Contacts” -> “My Customers” -> “Other Contacts” -> “Select a contact” -> “Confirm as customer”.

In the personal information page of an external contact, click “…” in the upper-right corner -> “Confirm as customer”.

II. View my customer list

Go to “Contacts” -> “My Customers” to view the list of added customers.

III. Contact me

1. Add contact info in “Contact Customers” -> “Contact Me”

Company admins can go to “WeCom Admin Console” -> “Customers and Partners” -> “Contact Customers” -> “Add Customer” -> “Contact Me” and select “Contact by scanning QR Code”, “Contact via Work Card,” or “Contact in Mini Program”, and set the associated member(s) for the selected contact method.
The types of settings are: single members in batch, single member and multiple members.

Single member: For individual use: Only one member can be set for a single QR code/Mini Program “user”. Once it is set, a personal QR code will be generated for the member.

Single members in batch: Multiple members/departments can be set as user of a single QR code / Mini Program. Upon set, the respective QR code for those members will be generated in batch and can be downloaded in a compressed package.

Multiple members: Up to 100 members can be set as user of a single QR code / Mini Program. When multiple customers scan the QR code, they will be assigned to members configured for the QR code equally.

2. Set “Contact Customers” -> “Contact Me”

After adding contact information, you can show the “Contact Me” QR code to customers or configure the “Contact Me” button into the Mini Program according to company’s needs.

3. Use “Contact Customers” -> “Contact Me”

Upon setting, customers can acquire WeCom contact information of linked members by scanning the QR code or clicking the button in the Mini Program. The company can set the mode “Automatically added as contacts without confirmation”.

4. Rules of Allocating QR Codes of multiple members to Customers in “Contact Customers” -> “Contact Me”

Customers added via “Contact Me” QR code for multiple members are assigned equally.

Note: This refers to the equal distribution of exposure opportunities, not the equal distribution of actual friend additions;
Namely: Each member in the same QR code has an equal chance of appearing on the customer’s add-friend interface, rather than members with fewer customers having the greater chance of visibility.
Significant disparities in customer counts among members within the same QR code could stem from the following two reasons:​
(1) One of the service agent has been added to the QR code of multiple other people, which leads to an increased probability of being added by other customers.
(2) The service agent may be actively adding customers through alternative methods, such as sharing personal QR codes or adding them in group chats.

5. Upper limit on the number of “Contact Me” QR codes

(1) The total upper limit for both single-person and multi-person “Contact Me” QR codes is 1,000. (Batch single-person QR codes are counted based on the number of lines displayed in the Admin Console, with one line counted as one QR code.)
(2) “Contact Me” entries added via API will not be displayed in the Admin Console. Each enterprise can configure up to 500,000 “Contact Me” entries via API. For details, refer to the API document.
Note: “Contact Me” entries added via API can be deleted via the API, and the available quota will increase accordingly upon deletion.
(3) The upper limit for employee card “Contact Me” QR codes is 1,000.
(4) Supports adding up to 1,000 mini program “Contact Me” buttons.

IV. Welcome messages

1. Automatically send a welcome message in “Contact Customers” -> “Add Customers”

A welcome message is configured by the admin or business owner and cannot be changed by members. The configured message is only available for the members with the permission to “Contact Customers”. A customer will also receive the welcome message after adding a member as contact.

Welcome messages support adding text messages, as well as text + images/videos/files/links/mini programs/business cards.
Note: The Mac app currently does not support adding videos/files/mini programs; and only supports adding text + images/web pages/business cards.
Attachments support adding up to 9 images/videos/files/webpages/mini programs. The maximum words for welcome messages is 1,000. Up to 100 welcome messages can be configured, and only one welcome message will take effect for each member.

Note: Super administrators can only set one welcome message for all members. If you need to configure different welcome messages for different members, super administrators can designate an owner in [Contact Customers -> Configuration -> Configure Usage Scope and Management Rules -> Set Management Rules]. Business owner can set welcome messages for members within their managed scope, and this can also be achieved via API development.
If both the super administrator and the business owner set welcome messages for the same member, the most recently added welcome message will take effect.

● On the mobile phone/ PC, the company admin or business owner can set the welcome message for members in “Workspace” -> “Contact Customers” -> “Welcome Message”;

● On Web page, the company admin needs to log in to the company’s admin console and set the message in “Contact Customers” -> “Add Customer” -> “Welcome Message”.

2. Welcome message not automatically sent in “Contact Customers” -> “Add Customers”

(1) The company had not set welcome message when the customer is added. The welcome message set after adding customers will not be sent to the customers previously added.

(2) It may be caused by the effective scope of welcome message. For all members, the members who add customers shall be within the authorized scope of Contact Customers; the welcome message added by the business owner is only available to the members within the admin scope and to them within their admin scope.

(3) The company logged in by the members is not consistent with the company checked by the admin, and the customers added by the members actually have no welcome message.

(4) It may take about 5 seconds to send the welcome message. When a customer is added, if the member sends a message to the customer before issuing the welcome message, the welcome message will not be issued.

(5) Newly added customers will receive welcome message when both are not the friends of each other before.
In the case of one-way friendship, if the WeCom has never sent a message to WeChat and the customer deletes the WeCom contact on the WeChat side, but the WeCom side does not delete the customer, a welcome message will be issued when the customer is added again;
if the customer is deleted by the member and the member is not deleted by the customer, the welcome message will not be issued.

3. FAQs

（1）Can the welcome message for Contact Customers contain parameters?
Yes, parameters are supported to allow companies to configure different H5 and Mini Program pages for different members. You can include a member’s UserID as a parameter in the link.
For example:
The format for a Mini Program page path is: pages/index?orderid=123123123
So you can directly add the userID parameter: wxwork_userid=xxxxxx.

（2）What does the Mini Program feature page refer to in the Contact Customers welcome message?
The Mini Program feature page refers to the path of a Mini Program. You can consult the developer or relevant service personnel of the Mini Program to obtain this information.

（3）Why is there no welcome message set in the Admin Console, but a welcome message is sent when a member adds a customer?
Check the following:
a) Check if the welcome message was set via API. Welcome messages set via API will not be recorded in the Admin Console.

For information about the welcome message API, refer to https://work.weixin.qq.com/api/doc/90000/90135/92137.

b) Check if the secret is entrusted to other developers or if authorization has been granted to a third-party app with Contact Customer permissions. The welcome message may have been sent via another app. You can contact the relevant developers or the corresponding app for confirmation.

（4） Upon successful inheritance from a former or existing employee, will the welcome message be sent again?
No, it will not be sent again.
Note: In the case of inheritance from a former or existing employee, the welcome message configured by the company via the open API will still be sent.